|
1
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$83M
|
+$43.7M
|
+399,263
|
+113%
|
|
|
2
|
Stifel Financial
St. Louis,
Missouri
|
$38.8M
|
+$1.11M
|
+10,152
|
+3%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$34.6M
|
+$1.93M
|
+17,646
|
+6%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.7M
|
+$2.76M
|
+25,204
|
+16%
|
|
|
5
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$19M
|
+$536K
|
+4,896
|
+3%
|
|
|
6
|
Avantax Advisory Services
Dallas,
Texas
|
$17.2M
|
+$932K
|
+8,513
|
+6%
|
|
|
7
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$17.1M
|
+$59.9K
|
+547
|
+0.4%
|
|
|
8
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$16.9M
|
+$860K
|
+7,853
|
+5%
|
|
|
9
|
Bank of New York Mellon
New York
|
$15.3M
|
+$2.2M
|
+20,061
|
+17%
|
|
|
10
|
Mason & Associates (California)
Los Angeles,
California
|
$13.8M
|
+$4.33M
|
+39,529
|
+46%
|
|
|
11
|
Asset Management One
Tokyo,
Japan
|
$12.6M
|
+$258K
|
+2,361
|
+2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$12M
|
-$827K
|
-7,551
|
-6%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.7M
|
-$730K
|
-6,665
|
-6%
|
|
|
14
|
Arvest Investments
Lowell,
Arkansas
|
$11.4M
|
+$26.1K
|
+238
|
+0.2%
|
|
|
15
|
KeyBank National Association
Cleveland,
Ohio
|
$11M
|
+$73.5K
|
+671
|
+0.7%
|
|
|
16
|
Executive Wealth Management
Brighton,
Michigan
|
$9.38M
|
+$9.3M
|
+84,944
|
New
|
|
|
17
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$9.36M
|
-$135K
|
-1,232
|
-1%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$8.81M
|
-$494K
|
-4,509
|
-5%
|
|
|
19
|
Great Diamond Partners
Portland,
Maine
|
$8.33M
|
+$17.3K
|
+158
|
+0.2%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$8.32M
|
-$218K
|
-1,992
|
-3%
|
|
|
21
|
Signet Financial Management
Parsippany,
New Jersey
|
$8.2M
|
-$189K
|
-1,724
|
-2%
|
|
|
22
|
|
$7.66M
|
+$700K
|
+6,397
|
+10%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$6.4M
|
-$271K
|
-2,477
|
-4%
|
|
|
24
|
|
$5.96M
|
-$471K
|
-4,306
|
-7%
|
|
|
25
|
|
$5.9M
|
+$4.14M
|
+37,812
|
+241%
|
|
