|
1
|
Wells Fargo
San Francisco,
California
|
$45M
|
+$1.9M
|
+95,040
|
+4%
|
|
|
2
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$35.7M
|
+$217K
|
+10,840
|
+0.6%
|
|
|
3
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$33.9M
|
+$33.3M
|
+1,665,322
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$16.1M
|
+$3.17M
|
+158,600
|
+25%
|
|
|
5
|
Krilogy Financial
St. Louis,
Missouri
|
$11.7M
|
+$1.72M
|
+86,197
|
+18%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$10.7M
|
+$191K
|
+9,547
|
+2%
|
|
|
7
|
|
$8.17M
|
+$581K
|
+29,101
|
+8%
|
|
|
8
|
Snowden Capital Advisors
New York
|
$7.62M
|
+$668K
|
+33,453
|
+10%
|
|
|
9
|
Headland Capital
Mt. Pleasant,
South Carolina
|
$6.65M
|
+$6.54M
|
+327,099
|
New
|
|
|
10
|
Confluence Investment Management
St. Louis,
Missouri
|
$6.24M
|
+$6.13M
|
+306,939
|
New
|
|
|
11
|
Probity Advisors
Dallas,
Texas
|
$5.78M
|
+$2.01M
|
+100,687
|
+55%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$5.76M
|
+$48.1K
|
+2,407
|
+0.9%
|
|
|
13
|
Park Avenue Securities
New York
|
$5.67M
|
+$1.82M
|
+91,046
|
+48%
|
|
|
14
|
Fagan Associates
Troy,
New York
|
$5.09M
|
+$17.6K
|
+879
|
+0.4%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$4.84M
|
+$1.4M
|
+70,018
|
+42%
|
|
|
16
|
Spreng Capital Management
Bucyrus,
Ohio
|
$4.82M
|
+$535K
|
+26,785
|
+13%
|
|
|
17
|
Equitable Holdings
New York
|
$3.63M
|
+$637K
|
+31,899
|
+22%
|
|
|
18
|
Yoder Wealth Management
Walnut Creek,
California
|
$3.46M
|
+$422K
|
+21,115
|
+14%
|
|
|
19
|
Stockman Wealth Management
Billings,
Montana
|
$3.24M
|
+$912K
|
+45,621
|
+40%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.1M
|
+$37.8K
|
+1,893
|
+1%
|
|
|
21
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$3.07M
|
+$636K
|
+31,842
|
+27%
|
|
|
22
|
Central Trust Company
Jefferson City,
Missouri
|
$2.91M
|
+$1.13M
|
+56,623
|
+65%
|
|
|
23
|
Flow Traders U.S.
New York
|
$2.84M
|
+$2.54M
|
+127,353
|
+1,047%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$2.64M
|
-$414K
|
-20,716
|
-14%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$2.55M
|
+$651K
|
+32,570
|
+35%
|
|
