|
1
|
Bank of America
Charlotte,
North Carolina
|
$17M
|
+$1.98M
|
+75,079
|
+13%
|
|
|
2
|
Capital Investment Advisors
Atlanta,
Georgia
|
$13.3M
|
+$1.89M
|
+71,580
|
+17%
|
|
|
3
|
Confluence Investment Management
St. Louis,
Missouri
|
$9.19M
|
+$92.8K
|
+3,515
|
+1%
|
|
|
4
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$7.06M
|
+$1.18M
|
+44,830
|
+20%
|
|
|
5
|
|
$5.58M
|
+$784K
|
+29,694
|
+16%
|
|
|
6
|
PFG Private Wealth Management
Lutz,
Florida
|
$4.72M
|
-$1.77M
|
-66,978
|
-27%
|
|
|
7
|
Krilogy Financial
St. Louis,
Missouri
|
$3.99M
|
+$6.55K
|
+248
|
+0.2%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.97M
|
+$63.4K
|
+2,401
|
+2%
|
|
|
9
|
Sandy Spring Bank
Olney,
Maryland
|
$3.62M
|
+$628K
|
+23,780
|
+21%
|
|
|
10
|
|
$3.6M
|
+$3.61M
|
+136,648
|
New
|
|
|
11
|
4Thought Financial Group
Syosset,
New York
|
$3.31M
|
+$159K
|
+6,018
|
+5%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$3.23M
|
-$1.98K
|
-75
|
-0.1%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$3.19M
|
-$578K
|
-21,893
|
-15%
|
|
|
14
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$2.59M
|
+$77.5K
|
+2,934
|
+3%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.51M
|
+$2.52M
|
+95,217
|
New
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$2.4M
|
+$2.41M
|
+91,235
|
New
|
|
|
17
|
LPL Financial
San Diego,
California
|
$2.24M
|
+$163K
|
+6,166
|
+8%
|
|
|
18
|
Kesler Norman & Wride
Ogden,
Utah
|
$2.08M
|
+$40K
|
+1,513
|
+2%
|
|
|
19
|
WrapManager Inc
Mill Valley,
California
|
$1.98M
|
+$1.98M
|
+75,096
|
New
|
|
|
20
|
Bank of New York Mellon
New York
|
$1.97M
|
+$111K
|
+4,205
|
+6%
|
|
|
21
|
|
$1.86M
|
+$1.27M
|
+48,158
|
+215%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$1.45M
|
+$62.8K
|
+2,377
|
+4%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$1.32M
|
+$34.1K
|
+1,292
|
+3%
|
|
|
24
|
Iowa State Bank
Urbandale,
Iowa
|
$1.29M
|
-$46.9K
|
-1,776
|
-3%
|
|
|
25
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$1.17M
|
+$52.8K
|
+2,000
|
+5%
|
|
