|
1
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$10.9M
|
-$38.1K
|
-1,392
|
-0.3%
|
|
|
2
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.53M
|
+$133K
|
+4,846
|
+2%
|
|
|
3
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4.02M
|
-$5.69K
|
-208
|
-0.1%
|
|
|
4
|
|
$3.67M
|
+$121K
|
+4,419
|
+3%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$2.24M
|
+$585K
|
+21,376
|
+35%
|
|
|
6
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.52M
|
+$349K
|
+12,737
|
+30%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1.33M
|
+$845K
|
+30,875
|
+172%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$925K
|
+$98.2K
|
+3,589
|
+12%
|
|
|
9
|
|
$796K
|
-$434K
|
-15,869
|
-35%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$779K
|
+$562K
|
+20,539
|
+257%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$739K
|
+$301K
|
+10,999
|
+68%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$432K
|
-$219
|
-8
|
-0.1%
|
|
|
13
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$382K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$335K
|
+$21.4K
|
+780
|
+7%
|
|
|
15
|
Beacon Pointe Advisors
Newport Beach,
California
|
$301K
|
+$22.1K
|
+807
|
+8%
|
|
|
16
|
Sandy Spring Bank
Olney,
Maryland
|
$284K
|
+$147K
|
+5,380
|
+107%
|
|
|
17
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$240K
|
+$111K
|
+4,061
|
+86%
|
|
|
18
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$219K
|
-$27.2K
|
-995
|
-11%
|
|
|
19
|
Capital One Financial
Mclean,
Virginia
|
$211K
|
–
|
–
|
–
|
|
|
20
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$121K
|
+$76.6K
|
+2,800
|
+171%
|
|
|
21
|
Retirement Group
San Diego,
California
|
$83K
|
+$246
|
+9
|
+0.3%
|
|
|
22
|
Central Trust Company
Jefferson City,
Missouri
|
$68K
|
–
|
–
|
–
|
|
|
23
|
Asset Dedication LLC
San Francisco,
California
|
$54K
|
+$54.9K
|
+2,004
|
New
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$50K
|
+$50.1K
|
+1,829
|
New
|
|
|
25
|
Rockbridge Investment Management
Syracuse,
New York
|
$26K
|
–
|
–
|
–
|
|
