|
1
|
Bank of America
Charlotte,
North Carolina
|
$16.8M
|
+$1.44M
|
+51,794
|
+10%
|
|
|
2
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$14.5M
|
-$311K
|
-11,174
|
-2%
|
|
|
3
|
Confluence Investment Management
St. Louis,
Missouri
|
$13M
|
+$184K
|
+6,611
|
+1%
|
|
|
4
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$12.4M
|
+$11.9M
|
+429,242
|
New
|
|
|
5
|
Capital Investment Advisors
Atlanta,
Georgia
|
$6.93M
|
+$6.68M
|
+240,136
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$5.12M
|
+$218K
|
+7,850
|
+5%
|
|
|
7
|
PFG Private Wealth Management
Lutz,
Florida
|
$4.61M
|
+$111K
|
+4,003
|
+3%
|
|
|
8
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4.13M
|
+$3.5M
|
+125,807
|
+750%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.67M
|
+$656K
|
+23,582
|
+23%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.97M
|
+$24.6K
|
+886
|
+0.9%
|
|
|
11
|
|
$2.63M
|
-$15M
|
-540,033
|
-86%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$2.53M
|
-$398K
|
-14,302
|
-14%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.41M
|
+$867K
|
+31,170
|
+60%
|
|
|
14
|
Sandy Spring Bank
Olney,
Maryland
|
$2.34M
|
+$514K
|
+18,505
|
+30%
|
|
|
15
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$2.22M
|
+$417
|
+15
|
+0%
|
|
|
16
|
|
$2.13M
|
+$964K
|
+34,686
|
+89%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.09M
|
+$1.52M
|
+54,610
|
+308%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$1.95M
|
+$58.9K
|
+2,118
|
+3%
|
|
|
19
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$1.86M
|
+$910K
|
+32,748
|
+103%
|
|
|
20
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$1.39M
|
-$19.6K
|
-705
|
-1%
|
|
|
21
|
Bank of New York Mellon
New York
|
$1.3M
|
+$115K
|
+4,130
|
+10%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$1.25M
|
+$37.4K
|
+1,347
|
+3%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$1.2M
|
+$1.16M
|
+41,741
|
New
|
|
|
24
|
Central Trust Company
Jefferson City,
Missouri
|
$1.19M
|
+$951K
|
+34,200
|
+496%
|
|
|
25
|
|
$1.09M
|
+$159K
|
+5,715
|
+18%
|
|
