|
1
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$42.5M
|
+$9.39M
|
+431,583
|
+29%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$33M
|
+$1.41M
|
+64,872
|
+5%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$22.4M
|
+$3.59M
|
+165,261
|
+19%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.3M
|
+$6.08M
|
+279,747
|
+40%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$20.2M
|
+$2.96M
|
+136,270
|
+17%
|
|
|
6
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$20.2M
|
+$3.8M
|
+174,926
|
+23%
|
|
|
7
|
Atwood & Palmer
Kansas City,
Missouri
|
$19.8M
|
-$5.12M
|
-235,239
|
-21%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$18M
|
+$406K
|
+18,672
|
+2%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$15.9M
|
-$749K
|
-34,424
|
-5%
|
|
|
10
|
Journey Advisory Group
Covington,
Kentucky
|
$15.7M
|
+$257K
|
+11,834
|
+2%
|
|
|
11
|
Denver PWM
Denver,
Colorado
|
$15.1M
|
+$1.33M
|
+61,367
|
+10%
|
|
|
12
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$14.6M
|
+$105K
|
+4,807
|
+0.7%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.2M
|
+$231K
|
+10,609
|
+2%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$13.1M
|
+$3.68M
|
+169,410
|
+39%
|
|
|
15
|
Confluence Investment Management
St. Louis,
Missouri
|
$11.7M
|
-$65.8K
|
-3,026
|
-0.6%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$10.7M
|
+$4.43M
|
+203,477
|
+72%
|
|
|
17
|
MKT Advisors
Escondido,
California
|
$10.1M
|
+$368K
|
+16,932
|
+4%
|
|
|
18
|
Waycross Investment Management
Bellingham,
Washington
|
$9.97M
|
+$19.8K
|
+909
|
+0.2%
|
|
|
19
|
Legacy Private Trust
Neenah,
Wisconsin
|
$9.07M
|
+$329K
|
+15,128
|
+4%
|
|
|
20
|
Probity Advisors
Dallas,
Texas
|
$8.63M
|
+$389K
|
+17,906
|
+5%
|
|
|
21
|
Wealth Management Strategies
Pittsburgh,
Pennsylvania
|
$8.1M
|
+$1.57M
|
+72,150
|
+24%
|
|
|
22
|
|
$8.02M
|
+$346K
|
+15,892
|
+5%
|
|
|
23
|
Eight 31 Financial
Midland,
Texas
|
$7.75M
|
-$508K
|
-23,375
|
-6%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.64M
|
+$318K
|
+14,641
|
+4%
|
|
|
25
|
Shelton Wealth Management
Fort Worth,
Texas
|
$7.62M
|
+$289K
|
+13,284
|
+4%
|
|
