|
1
|
Wells Fargo
San Francisco,
California
|
$51.4M
|
-$8.39M
|
-414,766
|
-14%
|
|
|
2
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$34.1M
|
-$3.51M
|
-173,607
|
-9%
|
|
|
3
|
|
$26.4M
|
+$26.5M
|
+1,307,693
|
New
|
|
|
4
|
Confluence Investment Management
St. Louis,
Missouri
|
$22.2M
|
-$2.11M
|
-104,310
|
-9%
|
|
|
5
|
Titleist Asset Management
San Antonio,
Texas
|
$20M
|
+$715K
|
+35,339
|
+4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$18.4M
|
+$2.52M
|
+124,770
|
+16%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$18M
|
+$705K
|
+34,826
|
+4%
|
|
|
8
|
Krilogy Financial
St. Louis,
Missouri
|
$15.2M
|
+$963K
|
+47,586
|
+7%
|
|
|
9
|
|
$14.8M
|
+$278K
|
+13,759
|
+2%
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
$13.7M
|
+$773K
|
+38,213
|
+6%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$13.2M
|
+$71K
|
+3,511
|
+0.5%
|
|
|
12
|
Probity Advisors
Dallas,
Texas
|
$11.3M
|
+$1.13M
|
+55,648
|
+11%
|
|
|
13
|
Shelton Wealth Management
Fort Worth,
Texas
|
$10.8M
|
+$829K
|
+40,981
|
+8%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$9.79M
|
+$5.1M
|
+251,979
|
+108%
|
|
|
15
|
Park Avenue Securities
New York
|
$9.49M
|
-$1.44M
|
-71,168
|
-13%
|
|
|
16
|
Legacy Private Trust
Neenah,
Wisconsin
|
$9.2M
|
+$557K
|
+27,536
|
+6%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$8.99M
|
+$1.58M
|
+78,269
|
+21%
|
|
|
18
|
Snowden Capital Advisors
New York
|
$8.21M
|
+$127K
|
+6,267
|
+2%
|
|
|
19
|
Headland Capital
Mt. Pleasant,
South Carolina
|
$8.19M
|
+$617K
|
+30,511
|
+8%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$8.06M
|
+$831K
|
+41,045
|
+11%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$7.99M
|
+$666K
|
+32,931
|
+9%
|
|
|
22
|
Foronjy Financial
Santa Barbara,
California
|
$6.82M
|
+$427K
|
+21,092
|
+7%
|
|
|
23
|
Spreng Capital Management
Bucyrus,
Ohio
|
$6.36M
|
+$190K
|
+9,409
|
+3%
|
|
|
24
|
Fagan Associates
Troy,
New York
|
$5.6M
|
+$106K
|
+5,255
|
+2%
|
|
|
25
|
Stockman Wealth Management
Billings,
Montana
|
$5.35M
|
+$255K
|
+12,580
|
+5%
|
|
