|
1
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$37.9M
|
+$2.45M
|
+22,844
|
+7%
|
|
|
2
|
Stifel Financial
St. Louis,
Missouri
|
$36.8M
|
+$1.11M
|
+10,379
|
+3%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$31.9M
|
+$2.61M
|
+24,317
|
+9%
|
|
|
4
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$18M
|
+$17.9M
|
+167,060
|
New
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$17.5M
|
+$1.54M
|
+14,313
|
+10%
|
|
|
6
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$16.6M
|
-$387K
|
-3,608
|
-2%
|
|
|
7
|
Avantax Advisory Services
Dallas,
Texas
|
$15.9M
|
+$1.15M
|
+10,703
|
+8%
|
|
|
8
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$15.6M
|
+$637K
|
+5,938
|
+4%
|
|
|
9
|
Bank of New York Mellon
New York
|
$12.8M
|
+$2.1M
|
+19,608
|
+20%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$12.5M
|
-$18.2K
|
-170
|
-0.1%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.1M
|
-$847K
|
-7,895
|
-7%
|
|
|
12
|
Asset Management One
Tokyo,
Japan
|
$12M
|
-$1.15M
|
-10,735
|
-9%
|
|
|
13
|
Arvest Investments
Lowell,
Arkansas
|
$11.1M
|
+$337K
|
+3,142
|
+3%
|
|
|
14
|
KeyBank National Association
Cleveland,
Ohio
|
$10.6M
|
-$395K
|
-3,681
|
-4%
|
|
|
15
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$9.26M
|
-$37.9K
|
-353
|
-0.4%
|
|
|
16
|
Mason & Associates (California)
Los Angeles,
California
|
$9.2M
|
+$749K
|
+6,983
|
+9%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$9.07M
|
-$233K
|
-2,171
|
-3%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$8.33M
|
+$2.81M
|
+26,227
|
+51%
|
|
|
19
|
Signet Financial Management
Parsippany,
New Jersey
|
$8.18M
|
-$456K
|
-4,254
|
-5%
|
|
|
20
|
Great Diamond Partners
Portland,
Maine
|
$8.1M
|
-$236K
|
-2,204
|
-3%
|
|
|
21
|
|
$7.64M
|
+$2.95M
|
+27,503
|
+63%
|
|
|
22
|
|
$6.78M
|
-$221K
|
-2,063
|
-3%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$6.51M
|
-$41.5K
|
-387
|
-0.6%
|
|
|
24
|
|
$6.27M
|
-$10.4M
|
-97,156
|
-63%
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.07M
|
+$76.7K
|
+715
|
+2%
|
|
