|
1
|
Stifel Financial
St. Louis,
Missouri
|
$95.9M
|
-$62.3M
|
-664,450
|
-41%
|
|
|
2
|
Schroder Investment Management Group
London,
United Kingdom
|
$81.4M
|
+$33.9M
|
+361,771
|
+79%
|
|
|
3
|
Henshaw Capital
Woburn,
Massachusetts
|
$76.8M
|
–
|
–
|
–
|
|
|
4
|
|
$68.6M
|
–
|
–
|
–
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$53.6M
|
-$29.7M
|
-316,247
|
-37%
|
|
|
6
|
|
$49.4M
|
+$44.1M
|
+469,888
|
+1,626%
|
|
|
7
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$41.2M
|
+$39M
|
+415,915
|
New
|
|
|
8
|
|
$40.8M
|
+$38.6M
|
+411,470
|
New
|
|
|
9
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$38.5M
|
+$2.1M
|
+22,449
|
+6%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.9M
|
-$1.03M
|
-11,027
|
-3%
|
|
|
11
|
Strategic Financial Services
Utica,
New York
|
$33.8M
|
-$13.3M
|
-141,383
|
-29%
|
|
|
12
|
|
$32.2M
|
+$7.9M
|
+84,250
|
+35%
|
|
|
13
|
D.A. Davidson & Co
Great Falls,
Montana
|
$31.1M
|
-$356K
|
-3,801
|
-1%
|
|
|
14
|
Principal Street Partners
Memphis,
Tennessee
|
$30.7M
|
+$29M
|
+309,692
|
New
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$25.1M
|
+$13.5M
|
+143,675
|
+131%
|
|
|
16
|
Private Advisory Group
Redmond,
Washington
|
$20.2M
|
+$19.1M
|
+204,117
|
New
|
|
|
17
|
Davidson Investment Advisors
Great Falls,
Montana
|
$19.6M
|
+$565K
|
+6,028
|
+3%
|
|
|
18
|
M&T Bank
Buffalo,
New York
|
$16.6M
|
–
|
–
|
–
|
|
|
19
|
Crews Bank & Trust
Wauchula,
Florida
|
$16.1M
|
+$722K
|
+7,702
|
+5%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$15.6M
|
+$14.8M
|
+157,669
|
New
|
|
|
21
|
Ironwood Financial
Tucson,
Arizona
|
$11.2M
|
–
|
–
|
–
|
|
|
22
|
LPL Financial
San Diego,
California
|
$11.1M
|
-$5.06M
|
-53,978
|
-33%
|
|
|
23
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$10.5M
|
–
|
–
|
–
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$10.3M
|
-$1.63M
|
-17,403
|
-14%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.44M
|
+$7.08M
|
+75,501
|
+382%
|
|
