|
1
|
Azimuth Capital Management
Bloomfield Hills,
Michigan
|
$15.2M
|
-$954K
|
-36,500
|
-6%
|
|
|
2
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$8.38M
|
+$1.56M
|
+59,840
|
+22%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$7.92M
|
+$396K
|
+15,133
|
+5%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.68M
|
+$709K
|
+27,145
|
+10%
|
|
|
5
|
Karp Capital Management
Sausalito,
California
|
$6.61M
|
+$482K
|
+18,433
|
+8%
|
|
|
6
|
|
$5.61M
|
-$1.98M
|
-75,909
|
-26%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$5.35M
|
-$1.28K
|
-49
|
-0%
|
|
|
8
|
Confluence Investment Management
St. Louis,
Missouri
|
$4.95M
|
+$514K
|
+19,669
|
+11%
|
|
|
9
|
|
$4.71M
|
+$2.17M
|
+83,126
|
+82%
|
|
|
10
|
Praetorian Wealth Management
Carmel,
California
|
$4.54M
|
+$453K
|
+17,347
|
+11%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$4.4M
|
+$764K
|
+29,214
|
+20%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$4.35M
|
+$6.59K
|
+252
|
+0.1%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$3.77M
|
-$52.3K
|
-2,001
|
-1%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$3.37M
|
+$495K
|
+18,927
|
+17%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.35M
|
+$9.41K
|
+360
|
+0.3%
|
|
|
16
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.95M
|
+$2.3M
|
+88,107
|
+320%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$2.35M
|
+$125K
|
+4,779
|
+5%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$2.25M
|
-$3.07M
|
-117,348
|
-57%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.08M
|
+$333K
|
+12,744
|
+18%
|
|
|
20
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.53M
|
+$106K
|
+4,044
|
+7%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$1.36M
|
+$391K
|
+14,974
|
+39%
|
|
|
22
|
Lee Financial
Dallas,
Texas
|
$1.31M
|
–
|
–
|
–
|
|
|
23
|
Central Trust Company
Jefferson City,
Missouri
|
$1.21M
|
+$83.6K
|
+3,200
|
+7%
|
|
|
24
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.03M
|
+$70.5K
|
+2,697
|
+7%
|
|
|
25
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.01M
|
+$49.7K
|
+1,900
|
+5%
|
|
