|
1
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$12.3M
|
+$149K
|
+5,483
|
+1%
|
|
|
2
|
|
$7.15M
|
+$508K
|
+18,681
|
+8%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$6.88M
|
+$4.13M
|
+151,870
|
+151%
|
|
|
4
|
Confluence Investment Management
St. Louis,
Missouri
|
$6.72M
|
+$161K
|
+5,907
|
+2%
|
|
|
5
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4.84M
|
-$28.4K
|
-1,043
|
-0.6%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.06M
|
-$72.4K
|
-2,664
|
-2%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$3.38M
|
+$237K
|
+8,715
|
+8%
|
|
|
8
|
Praetorian Wealth Management
Carmel,
California
|
$2.54M
|
+$212K
|
+7,803
|
+9%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$2.26M
|
+$329K
|
+12,105
|
+17%
|
|
|
10
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.25M
|
-$100K
|
-3,688
|
-4%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$1.31M
|
+$148K
|
+5,457
|
+13%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$1.18M
|
-$141K
|
-5,189
|
-11%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$1.17M
|
-$129K
|
-4,727
|
-10%
|
|
|
14
|
CGN Advisors
Manhattan,
Kansas
|
$1.04M
|
+$147K
|
+5,418
|
+16%
|
|
|
15
|
Fortune 45 LLC
Gonzales,
Louisiana
|
$986K
|
+$984K
|
+36,209
|
New
|
|
|
16
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$918K
|
+$211K
|
+7,771
|
+30%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$781K
|
-$285K
|
-10,484
|
-27%
|
|
|
18
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$739K
|
+$115K
|
+4,243
|
+19%
|
|
|
19
|
Sandy Spring Bank
Olney,
Maryland
|
$667K
|
+$204K
|
+7,485
|
+44%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$560K
|
+$19.9K
|
+732
|
+4%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$507K
|
+$63.4K
|
+2,333
|
+14%
|
|
|
22
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$374K
|
+$374K
|
+13,740
|
New
|
|
|
23
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$362K
|
+$361K
|
+13,282
|
New
|
|
|
24
|
WrapManager Inc
Mill Valley,
California
|
$344K
|
–
|
–
|
–
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$330K
|
+$137K
|
+5,033
|
+71%
|
|
