|
1
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$80.4M
|
-$798K
|
-7,336
|
-1%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$39.2M
|
+$5.36M
|
+49,237
|
+16%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$38.8M
|
+$794K
|
+7,300
|
+2%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$24.8M
|
+$25M
|
+230,030
|
New
|
|
|
5
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$19.6M
|
+$1.03M
|
+9,459
|
+6%
|
|
|
6
|
Straightline Group
Troy,
Michigan
|
$17.6M
|
+$17.8M
|
+163,332
|
New
|
|
|
7
|
Mason & Associates (California)
Los Angeles,
California
|
$17.6M
|
+$4.13M
|
+37,945
|
+30%
|
|
|
8
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$17.2M
|
+$669K
|
+6,153
|
+4%
|
|
|
9
|
Bank of New York Mellon
New York
|
$17.1M
|
+$2.14M
|
+19,668
|
+14%
|
|
|
10
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$16.8M
|
+$164K
|
+1,503
|
+1%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$16.2M
|
+$4.51M
|
+41,493
|
+38%
|
|
|
12
|
Impact Investors
San Francisco,
California
|
$14.7M
|
+$14.9M
|
+136,586
|
New
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.4M
|
+$2.04M
|
+18,719
|
+18%
|
|
|
14
|
Asset Management One
Tokyo,
Japan
|
$11.6M
|
-$685K
|
-6,297
|
-6%
|
|
|
15
|
Arvest Investments
Lowell,
Arkansas
|
$11M
|
-$124K
|
-1,136
|
-1%
|
|
|
16
|
KeyBank National Association
Cleveland,
Ohio
|
$10.5M
|
-$238K
|
-2,189
|
-2%
|
|
|
17
|
Executive Wealth Management
Brighton,
Michigan
|
$9.38M
|
+$213K
|
+1,955
|
+2%
|
|
|
18
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$8.95M
|
-$211K
|
-1,942
|
-2%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$8.83M
|
+$699K
|
+6,424
|
+9%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$8.49M
|
-$130K
|
-1,192
|
-1%
|
|
|
21
|
Great Diamond Partners
Portland,
Maine
|
$8.23M
|
+$84.6K
|
+778
|
+1%
|
|
|
22
|
Signet Financial Management
Parsippany,
New Jersey
|
$7.84M
|
-$180K
|
-1,653
|
-2%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$7.55M
|
+$7.34M
|
+67,502
|
+2,803%
|
|
|
24
|
|
$7.45M
|
-$45K
|
-414
|
-0.6%
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$5.16M
|
-$1.1M
|
-10,149
|
-18%
|
|
