|
1
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$11.9M
|
+$101K
|
+3,690
|
+0.9%
|
|
|
2
|
Confluence Investment Management
St. Louis,
Missouri
|
$6.45M
|
+$510K
|
+18,613
|
+9%
|
|
|
3
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.23M
|
+$158K
|
+5,755
|
+3%
|
|
|
4
|
|
$4.7M
|
+$719K
|
+26,258
|
+18%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.11M
|
+$821
|
+30
|
+0%
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$3.11M
|
-$35.8K
|
-1,309
|
-1%
|
|
|
7
|
Praetorian Wealth Management
Carmel,
California
|
$2.23M
|
+$971K
|
+35,474
|
+77%
|
|
|
8
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.1M
|
+$50K
|
+1,825
|
+2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1.84M
|
+$175K
|
+6,400
|
+11%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$1.42M
|
+$991K
|
+36,196
|
+232%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$1.34M
|
+$331K
|
+12,102
|
+33%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$1.19M
|
+$31.4K
|
+1,146
|
+3%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$1.05M
|
+$510K
|
+18,635
|
+95%
|
|
|
14
|
CGN Advisors
Manhattan,
Kansas
|
$849K
|
+$41.2K
|
+1,505
|
+5%
|
|
|
15
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$673K
|
-$2.03K
|
-74
|
-0.3%
|
|
|
16
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$527K
|
+$147K
|
+5,384
|
+39%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$509K
|
+$22.2K
|
+811
|
+5%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$393K
|
-$1.19M
|
-43,469
|
-75%
|
|
|
19
|
Sandy Spring Bank
Olney,
Maryland
|
$393K
|
+$146K
|
+5,350
|
+59%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$358K
|
-$319K
|
-11,651
|
-47%
|
|
|
21
|
WrapManager Inc
Mill Valley,
California
|
$351K
|
–
|
–
|
–
|
|
|
22
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$329K
|
–
|
–
|
–
|
|
|
23
|
Beacon Pointe Advisors
Newport Beach,
California
|
$304K
|
+$493
|
+18
|
+0.2%
|
|
|
24
|
Archford Capital Strategies
Swansea,
Illinois
|
$290K
|
+$70.1K
|
+2,562
|
+32%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$194K
|
+$144K
|
+5,259
|
+288%
|
|
