|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.09M
|
+$480K
|
+17,671
|
+10%
|
|
|
2
|
US Bancorp
Minneapolis,
Minnesota
|
$4.61M
|
+$805K
|
+29,638
|
+21%
|
|
|
3
|
|
$3.66M
|
+$1.29M
|
+47,535
|
+54%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$2.54M
|
+$18.7K
|
+689
|
+0.7%
|
|
|
5
|
Praetorian Wealth Management
Carmel,
California
|
$2.3M
|
+$492K
|
+18,125
|
+27%
|
|
|
6
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.26M
|
+$49.7K
|
+1,832
|
+4%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.25M
|
+$132K
|
+4,843
|
+12%
|
|
|
8
|
Prism Advisors
Studio City,
California
|
$1.18M
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$931K
|
+$374K
|
+13,777
|
+66%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$874K
|
+$669K
|
+24,637
|
+315%
|
|
|
11
|
|
$839K
|
-$338K
|
-12,432
|
-29%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$824K
|
-$2.42M
|
-89,010
|
-74%
|
|
|
13
|
CGN Advisors
Manhattan,
Kansas
|
$800K
|
+$165K
|
+6,094
|
+26%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$730K
|
+$149K
|
+5,490
|
+25%
|
|
|
15
|
Sandy Spring Bank
Olney,
Maryland
|
$392K
|
-$71.3K
|
-2,626
|
-15%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$374K
|
+$175K
|
+6,457
|
+87%
|
|
|
17
|
Regions Financial Corp
Birmingham,
Alabama
|
$362K
|
+$36.2K
|
+1,333
|
+11%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$353K
|
–
|
–
|
–
|
|
|
19
|
WrapManager Inc
Mill Valley,
California
|
$347K
|
-$7.39K
|
-272
|
-2%
|
|
|
20
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$337K
|
+$339K
|
+12,500
|
New
|
|
|
21
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$333K
|
+$131K
|
+4,820
|
+64%
|
|
|
22
|
Beacon Pointe Advisors
Newport Beach,
California
|
$329K
|
+$407
|
+15
|
+0.1%
|
|
|
23
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$323K
|
–
|
–
|
–
|
|
|
24
|
Childress Capital Advisors
Houston,
Texas
|
$261K
|
+$263K
|
+9,700
|
New
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$248K
|
+$38K
|
+1,399
|
+18%
|
|
