|
1
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$11M
|
-$31.5K
|
-1,150
|
-0.3%
|
|
|
2
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.58M
|
-$12.8K
|
-468
|
-0.2%
|
|
|
3
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4.31M
|
+$243K
|
+8,870
|
+6%
|
|
|
4
|
|
$4.19M
|
+$480K
|
+17,540
|
+13%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$2.6M
|
+$334K
|
+12,215
|
+15%
|
|
|
6
|
|
$2.47M
|
+$1.65M
|
+60,478
|
+207%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.47M
|
+$1.52M
|
+55,663
|
+164%
|
|
|
8
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.07M
|
+$522K
|
+19,080
|
+34%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1.51M
|
+$165K
|
+6,030
|
+12%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.06M
|
+$266K
|
+9,732
|
+34%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$895K
|
+$146K
|
+5,330
|
+20%
|
|
|
12
|
CGN Advisors
Manhattan,
Kansas
|
$647K
|
+$641K
|
+23,444
|
New
|
|
|
13
|
Praetorian Wealth Management
Carmel,
California
|
$639K
|
+$634K
|
+23,183
|
New
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$472K
|
+$468K
|
+17,105
|
New
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$468K
|
+$31K
|
+1,134
|
+7%
|
|
|
16
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$386K
|
–
|
–
|
–
|
|
|
17
|
WrapManager Inc
Mill Valley,
California
|
$360K
|
+$357K
|
+13,057
|
New
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$351K
|
+$348K
|
+12,716
|
New
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$319K
|
+$316K
|
+11,547
|
New
|
|
|
20
|
Beacon Pointe Advisors
Newport Beach,
California
|
$305K
|
+$739
|
+27
|
+0.2%
|
|
|
21
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$287K
|
+$163K
|
+5,962
|
+134%
|
|
|
22
|
Sandy Spring Bank
Olney,
Maryland
|
$268K
|
-$18.9K
|
-690
|
-7%
|
|
|
23
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$246K
|
+$3.17K
|
+116
|
+1%
|
|
|
24
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$231K
|
+$8.97K
|
+328
|
+4%
|
|
|
25
|
Retirement Group
San Diego,
California
|
$84K
|
+$328
|
+12
|
+0.4%
|
|
