|
1
|
HighTower Advisors
Chicago,
Illinois
|
$10.5M
|
+$5.85M
|
+223,321
|
+119%
|
|
|
2
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.67M
|
+$498K
|
+19,023
|
+9%
|
|
|
3
|
US Bancorp
Minneapolis,
Minnesota
|
$5.29M
|
+$529K
|
+20,207
|
+11%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$4.92M
|
+$200K
|
+7,630
|
+4%
|
|
|
5
|
|
$4.29M
|
-$1.97M
|
-75,232
|
-31%
|
|
|
6
|
Praetorian Wealth Management
Carmel,
California
|
$4.02M
|
+$653K
|
+24,932
|
+19%
|
|
|
7
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$3.49M
|
+$1.42M
|
+54,336
|
+63%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$2.96M
|
+$3.05M
|
+116,547
|
New
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.96M
|
+$3.05M
|
+116,405
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$2.24M
|
+$1.1M
|
+42,022
|
+91%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$1.61M
|
+$30K
|
+1,145
|
+2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.36M
|
+$4.48K
|
+171
|
+0.3%
|
|
|
13
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.19M
|
-$17.9K
|
-682
|
-1%
|
|
|
14
|
Prism Advisors
Studio City,
California
|
$1.14M
|
–
|
–
|
–
|
|
|
15
|
|
$1.08M
|
+$1.11M
|
+42,471
|
New
|
|
|
16
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$928K
|
+$955K
|
+36,475
|
New
|
|
|
17
|
CGN Advisors
Manhattan,
Kansas
|
$871K
|
-$115K
|
-4,406
|
-11%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$758K
|
+$129K
|
+4,930
|
+20%
|
|
|
19
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$751K
|
+$6.62K
|
+253
|
+0.9%
|
|
|
20
|
Legacy Private Trust
Neenah,
Wisconsin
|
$735K
|
+$757K
|
+28,900
|
New
|
|
|
21
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$721K
|
+$742K
|
+28,350
|
New
|
|
|
22
|
Sandy Spring Bank
Olney,
Maryland
|
$682K
|
-$10.7K
|
-410
|
-2%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$653K
|
-$85.1K
|
-3,250
|
-11%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$634K
|
+$653K
|
+24,932
|
New
|
|
|
25
|
Fortune 45 LLC
Gonzales,
Louisiana
|
$552K
|
-$147K
|
-5,608
|
-21%
|
|
