|
1
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$93.6M
|
–
|
–
|
–
|
|
|
2
|
|
$40.1M
|
+$1.13M
|
+119,229
|
+3%
|
|
|
3
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$25.3M
|
-$3.83M
|
-403,973
|
-13%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$19.9M
|
+$228K
|
+24,018
|
+24%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$18.7M
|
-$856K
|
-90,255
|
-4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$17.3M
|
+$928K
|
+97,904
|
+6%
|
|
|
7
|
Relative Value Partners Group
|
$13.6M
|
+$2.78M
|
+292,855
|
+25%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$11.4M
|
+$1.07M
|
+112,388
|
+10%
|
|
|
9
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$11.2M
|
+$130K
|
+13,682
|
+1%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$5.26M
|
+$296K
|
+31,248
|
+6%
|
|
|
11
|
Stevens First Principles Investment Advisors
Newport Beach,
California
|
$5.21M
|
+$2.83M
|
+298,260
|
+115%
|
|
|
12
|
VanEck Associates
New York
|
$5.17M
|
+$470K
|
+49,570
|
+10%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.34M
|
+$265K
|
+27,898
|
+6%
|
|
|
14
|
Tortoise Investment Management
White Plains,
New York
|
$4.28M
|
+$122K
|
+12,835
|
+3%
|
|
|
15
|
|
$4.25M
|
-$38K
|
-4,004
|
-0.9%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.1M
|
+$89.2K
|
+9,405
|
+2%
|
|
|
17
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$4.03M
|
+$9.57K
|
+1,009
|
+0.2%
|
|
|
18
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$3.96M
|
-$142K
|
-14,960
|
-3%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$3.89M
|
+$289K
|
+30,477
|
+8%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.03M
|
+$740K
|
+77,991
|
+32%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.73M
|
-$13.4K
|
-1,410
|
-0.5%
|
|
|
22
|
Advisors Asset Management
Monument,
Colorado
|
$2.73M
|
+$423K
|
+44,615
|
+18%
|
|
|
23
|
Koshinski Asset Management
Decatur,
Illinois
|
$2.65M
|
+$1.17M
|
+123,870
|
+78%
|
|
|
24
|
Stockman Wealth Management
Billings,
Montana
|
$2.3M
|
-$20.9K
|
-2,200
|
-0.9%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$2.25M
|
+$749K
|
+79,000
|
+49%
|
|
