|
1
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$32.8M
|
+$32.4M
|
+1,508,488
|
New
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$31.3M
|
+$8.58M
|
+399,177
|
+38%
|
|
|
3
|
Atwood & Palmer
Kansas City,
Missouri
|
$24.8M
|
+$1.05M
|
+48,927
|
+4%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$18.6M
|
+$465K
|
+21,662
|
+3%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$17.5M
|
+$14.5M
|
+675,460
|
+530%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$17.1M
|
+$870K
|
+40,481
|
+5%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$16.5M
|
-$1.36M
|
-63,083
|
-8%
|
|
|
8
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$16.3M
|
+$2.25M
|
+104,908
|
+16%
|
|
|
9
|
Journey Advisory Group
Covington,
Kentucky
|
$15.3M
|
+$4.08M
|
+189,752
|
+37%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.1M
|
+$5.05M
|
+235,232
|
+52%
|
|
|
11
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$14.4M
|
+$13.7M
|
+637,608
|
+2,951%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.9M
|
+$1.06M
|
+49,463
|
+8%
|
|
|
13
|
Denver PWM
Denver,
Colorado
|
$13.7M
|
+$1.65M
|
+76,839
|
+14%
|
|
|
14
|
Confluence Investment Management
St. Louis,
Missouri
|
$11.6M
|
+$3.74M
|
+173,935
|
+48%
|
|
|
15
|
Waycross Investment Management
Bellingham,
Washington
|
$9.89M
|
-$60.5K
|
-2,817
|
-0.6%
|
|
|
16
|
MKT Advisors
Escondido,
California
|
$9.71M
|
+$384K
|
+17,862
|
+4%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$9.36M
|
+$1.05M
|
+48,913
|
+13%
|
|
|
18
|
Legacy Private Trust
Neenah,
Wisconsin
|
$8.68M
|
+$1.25M
|
+58,214
|
+17%
|
|
|
19
|
Eight 31 Financial
Midland,
Texas
|
$8.21M
|
+$8.1M
|
+377,061
|
New
|
|
|
20
|
Probity Advisors
Dallas,
Texas
|
$8.18M
|
+$504K
|
+23,482
|
+7%
|
|
|
21
|
|
$7.62M
|
+$3.44M
|
+160,062
|
+84%
|
|
|
22
|
Shelton Wealth Management
Fort Worth,
Texas
|
$7.28M
|
+$658K
|
+30,627
|
+10%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.27M
|
+$5.25M
|
+244,309
|
+273%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$6.48M
|
+$3.73M
|
+173,854
|
+140%
|
|
|
25
|
Wealth Management Strategies
Pittsburgh,
Pennsylvania
|
$6.47M
|
+$5.79M
|
+269,448
|
+968%
|
|
