|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.5M
|
+$6.87M
|
+272,787
|
+91%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$12.5M
|
+$8.06M
|
+319,905
|
+186%
|
|
|
3
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$11.2M
|
+$11.1M
|
+440,475
|
New
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$10.5M
|
+$8.26M
|
+327,883
|
+372%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$9.75M
|
+$1.87M
|
+74,456
|
+24%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$9.41M
|
+$5.06M
|
+200,761
|
+118%
|
|
|
7
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$8.6M
|
+$94.8K
|
+3,765
|
+1%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$5M
|
+$1.65M
|
+65,500
|
+50%
|
|
|
9
|
Confluence Investment Management
St. Louis,
Missouri
|
$4.94M
|
+$25.5K
|
+1,011
|
+0.5%
|
|
|
10
|
|
$4.94M
|
+$4.91M
|
+195,066
|
New
|
|
|
11
|
Praetorian Wealth Management
Carmel,
California
|
$4.68M
|
+$168K
|
+6,663
|
+4%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$4.2M
|
+$1.85M
|
+73,614
|
+80%
|
|
|
13
|
|
$4.16M
|
-$1.41M
|
-55,917
|
-25%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$3.58M
|
-$163K
|
-6,460
|
-4%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.44M
|
+$114K
|
+4,546
|
+3%
|
|
|
16
|
Regions Financial Corp
Birmingham,
Alabama
|
$2.86M
|
+$2.41M
|
+95,595
|
+550%
|
|
|
17
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.5M
|
-$432K
|
-17,173
|
-15%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.25M
|
+$177K
|
+7,018
|
+9%
|
|
|
19
|
|
$2.24M
|
-$2.42M
|
-96,240
|
-52%
|
|
|
20
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.56M
|
+$33.4K
|
+1,326
|
+2%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$1.52M
|
+$163K
|
+6,476
|
+12%
|
|
|
22
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$1.47M
|
+$1.46M
|
+57,961
|
New
|
|
|
23
|
Lee Financial
Dallas,
Texas
|
$1.3M
|
–
|
–
|
–
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.25M
|
+$404K
|
+16,047
|
+48%
|
|
|
25
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.18M
|
+$1.17M
|
+46,561
|
New
|
|
