|
1
|
Wells Fargo
San Francisco,
California
|
$46.4M
|
+$1.62M
|
+79,288
|
+4%
|
|
|
2
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$39.6M
|
+$386K
|
+18,852
|
+1%
|
|
|
3
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$37.5M
|
+$822K
|
+40,155
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$16.6M
|
-$1.39M
|
-67,718
|
-8%
|
|
|
5
|
|
$14.8M
|
+$6.39M
|
+312,356
|
+76%
|
|
|
6
|
Krilogy Financial
St. Louis,
Missouri
|
$13.3M
|
+$1.59M
|
+77,474
|
+14%
|
|
|
7
|
NewEdge Advisors
New Orleans,
Louisiana
|
$11.2M
|
+$11M
|
+536,139
|
+9,037%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$10.2M
|
+$2.91M
|
+141,988
|
+40%
|
|
|
9
|
Probity Advisors
Dallas,
Texas
|
$8.37M
|
+$1.06M
|
+51,988
|
+15%
|
|
|
10
|
Park Avenue Securities
New York
|
$8.22M
|
+$1.38M
|
+67,555
|
+20%
|
|
|
11
|
Snowden Capital Advisors
New York
|
$7.83M
|
+$102K
|
+5,004
|
+1%
|
|
|
12
|
Headland Capital
Mt. Pleasant,
South Carolina
|
$7.32M
|
+$265K
|
+12,974
|
+4%
|
|
|
13
|
Confluence Investment Management
St. Louis,
Missouri
|
$6.11M
|
-$158K
|
-7,744
|
-3%
|
|
|
14
|
Foronjy Financial
Santa Barbara,
California
|
$6.02M
|
+$666K
|
+32,563
|
+13%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$5.94M
|
+$138K
|
+6,734
|
+2%
|
|
|
16
|
Fagan Associates
Troy,
New York
|
$5.49M
|
-$16.6K
|
-812
|
-0.3%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$5.42M
|
+$519K
|
+25,361
|
+11%
|
|
|
18
|
Spreng Capital Management
Bucyrus,
Ohio
|
$5.27M
|
+$92.8K
|
+4,535
|
+2%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.04M
|
+$1.74M
|
+85,124
|
+53%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$4.62M
|
+$1.8M
|
+88,097
|
+64%
|
|
|
21
|
Yoder Wealth Management
Walnut Creek,
California
|
$4.55M
|
+$337K
|
+16,475
|
+8%
|
|
|
22
|
Stockman Wealth Management
Billings,
Montana
|
$3.98M
|
+$307K
|
+14,996
|
+8%
|
|
|
23
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$3.37M
|
+$70.9K
|
+3,464
|
+2%
|
|
|
24
|
Equitable Holdings
New York
|
$3.15M
|
-$553K
|
-27,019
|
-15%
|
|
|
25
|
Central Trust Company
Jefferson City,
Missouri
|
$3.06M
|
+$176K
|
+8,587
|
+6%
|
|
