|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$4.7M
|
-$163K
|
-6,013
|
-3%
|
|
|
2
|
US Bancorp
Minneapolis,
Minnesota
|
$4.48M
|
+$4.25M
|
+156,718
|
+1,819%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.54M
|
+$374K
|
+13,806
|
+17%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$2.26M
|
+$918K
|
+33,853
|
+68%
|
|
|
5
|
Praetorian Wealth Management
Carmel,
California
|
$1.45M
|
+$763K
|
+28,154
|
+110%
|
|
|
6
|
|
$1.37M
|
+$16K
|
+591
|
+1%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.21M
|
+$570K
|
+21,034
|
+89%
|
|
|
8
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$982K
|
+$984K
|
+36,288
|
New
|
|
|
9
|
Prism Advisors
Studio City,
California
|
$955K
|
–
|
–
|
–
|
|
|
10
|
|
$915K
|
-$231K
|
-8,525
|
-20%
|
|
|
11
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$656K
|
+$15.2K
|
+561
|
+2%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$563K
|
-$13.3K
|
-491
|
-2%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$459K
|
-$15.5K
|
-570
|
-3%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$354K
|
+$40K
|
+1,475
|
+13%
|
|
|
15
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$325K
|
–
|
–
|
–
|
|
|
16
|
Beacon Pointe Advisors
Newport Beach,
California
|
$324K
|
+$25.8K
|
+952
|
+9%
|
|
|
17
|
Regions Financial Corp
Birmingham,
Alabama
|
$314K
|
+$9.62K
|
+355
|
+3%
|
|
|
18
|
Sandy Spring Bank
Olney,
Maryland
|
$301K
|
+$101K
|
+3,740
|
+51%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$234K
|
+$24.7K
|
+911
|
+12%
|
|
|
20
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$139K
|
+$61K
|
+2,250
|
+77%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$113K
|
+$50.9K
|
+1,878
|
+81%
|
|
|
22
|
Central Trust Company
Jefferson City,
Missouri
|
$106K
|
+$8.13K
|
+300
|
+8%
|
|
|
23
|
Asset Dedication LLC
San Francisco,
California
|
$54K
|
+$53.3K
|
+1,965
|
+3,930%
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
$28K
|
+$28.3K
|
+1,043
|
New
|
|
|
25
|
Rockbridge Investment Management
Syracuse,
New York
|
$26K
|
–
|
–
|
–
|
|
