|
1
|
Azimuth Capital Management
Bloomfield Hills,
Michigan
|
$17.3M
|
-$85.2K
|
-3,150
|
-0.5%
|
|
|
2
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$6.83M
|
+$1M
|
+37,048
|
+17%
|
|
|
3
|
|
$6.36M
|
+$1.49M
|
+55,002
|
+30%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$6.21M
|
+$1.21M
|
+44,884
|
+24%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$5.56M
|
-$46.5K
|
-1,720
|
-0.8%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$5.41M
|
-$70.6K
|
-2,609
|
-1%
|
|
|
7
|
Confluence Investment Management
St. Louis,
Missouri
|
$4.34M
|
-$626K
|
-23,144
|
-13%
|
|
|
8
|
Praetorian Wealth Management
Carmel,
California
|
$4.06M
|
+$150K
|
+5,551
|
+4%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$3.95M
|
+$1.02M
|
+37,548
|
+34%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.5M
|
+$350K
|
+12,926
|
+11%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$3.33M
|
+$814K
|
+30,100
|
+32%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.1M
|
+$528K
|
+19,533
|
+20%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$2.78M
|
+$146K
|
+5,410
|
+6%
|
|
|
14
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.46M
|
-$123K
|
-4,551
|
-8%
|
|
|
15
|
Lee Financial
Dallas,
Texas
|
$1.38M
|
–
|
–
|
–
|
|
|
16
|
LPL Financial
San Diego,
California
|
$1.36M
|
+$330K
|
+12,211
|
+32%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$1.28M
|
-$5.41K
|
-200
|
-0.4%
|
|
|
18
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.19M
|
+$187K
|
+6,900
|
+18%
|
|
|
19
|
Childress Capital Advisors
Houston,
Texas
|
$1.13M
|
–
|
–
|
–
|
|
|
20
|
Central Trust Company
Jefferson City,
Missouri
|
$1.13M
|
+$3.52K
|
+130
|
+0.3%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.08M
|
-$3.03K
|
-112
|
-0.3%
|
|
|
22
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.05M
|
+$578K
|
+21,368
|
+121%
|
|
|
23
|
Prism Advisors
Studio City,
California
|
$1.02M
|
–
|
–
|
–
|
|
|
24
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.01M
|
–
|
–
|
–
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$883K
|
+$106K
|
+3,905
|
+13%
|
|
