|
1
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$44.3M
|
-$36.8M
|
-339,404
|
-46%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$42.6M
|
+$2.89M
|
+26,650
|
+7%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$40.9M
|
+$1.56M
|
+14,367
|
+4%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$31.5M
|
+$6.29M
|
+57,930
|
+25%
|
|
|
5
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$20.1M
|
+$261K
|
+2,404
|
+1%
|
|
|
6
|
Bank of New York Mellon
New York
|
$19.6M
|
+$2.26M
|
+20,770
|
+13%
|
|
|
7
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$17.3M
|
+$225K
|
+2,075
|
+1%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$15.3M
|
-$1.12M
|
-10,295
|
-7%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.8M
|
+$1.17M
|
+10,732
|
+9%
|
|
|
10
|
Mason & Associates (California)
Los Angeles,
California
|
$13.8M
|
-$4.02M
|
-37,043
|
-23%
|
|
|
11
|
Bailard
Foster City,
California
|
$13.7M
|
+$13.6M
|
+124,926
|
New
|
|
|
12
|
Asset Management One
Tokyo,
Japan
|
$11.9M
|
+$181K
|
+1,670
|
+2%
|
|
|
13
|
Arvest Investments
Lowell,
Arkansas
|
$11.3M
|
+$176K
|
+1,620
|
+2%
|
|
|
14
|
KeyBank National Association
Cleveland,
Ohio
|
$10.6M
|
-$85.6K
|
-788
|
-0.8%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$8.99M
|
+$36K
|
+332
|
+0.4%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$8.77M
|
+$171K
|
+1,571
|
+2%
|
|
|
17
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$8.72M
|
-$343K
|
-3,160
|
-4%
|
|
|
18
|
Great Diamond Partners
Portland,
Maine
|
$8.53M
|
+$191K
|
+1,760
|
+2%
|
|
|
19
|
|
$7.82M
|
+$262K
|
+2,415
|
+3%
|
|
|
20
|
Impact Investors
San Francisco,
California
|
$7.08M
|
-$7.8M
|
-71,868
|
-53%
|
|
|
21
|
Signet Financial Management
Parsippany,
New Jersey
|
$6.82M
|
-$1.12M
|
-10,360
|
-14%
|
|
|
22
|
|
$5.91M
|
+$5.86M
|
+54,015
|
New
|
|
|
23
|
LPL Financial
San Diego,
California
|
$4.58M
|
+$1.6M
|
+14,709
|
+54%
|
|
|
24
|
US Bancorp
Minneapolis,
Minnesota
|
$4.55M
|
-$683K
|
-6,288
|
-13%
|
|
|
25
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$3.88M
|
-$91.3K
|
-841
|
-2%
|
|
