|
1
|
Wells Fargo
San Francisco,
California
|
$50.2M
|
+$3.93M
|
+190,695
|
+8%
|
|
|
2
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$39.8M
|
+$255K
|
+12,358
|
+0.6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$15.9M
|
-$680K
|
-32,994
|
-4%
|
|
|
4
|
Krilogy Financial
St. Louis,
Missouri
|
$13.9M
|
+$600K
|
+29,126
|
+4%
|
|
|
5
|
|
$13.6M
|
-$1.22M
|
-59,230
|
-8%
|
|
|
6
|
NewEdge Advisors
New Orleans,
Louisiana
|
$12.5M
|
+$1.37M
|
+66,272
|
+12%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$9.75M
|
-$424K
|
-20,593
|
-4%
|
|
|
8
|
Confluence Investment Management
St. Louis,
Missouri
|
$9.64M
|
+$3.55M
|
+172,520
|
+58%
|
|
|
9
|
Probity Advisors
Dallas,
Texas
|
$9.27M
|
+$924K
|
+44,861
|
+11%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.3M
|
+$3.29M
|
+159,435
|
+65%
|
|
|
11
|
Snowden Capital Advisors
New York
|
$8.16M
|
+$349K
|
+16,921
|
+4%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$7.7M
|
+$6.51M
|
+316,027
|
+537%
|
|
|
13
|
Legacy Private Trust
Neenah,
Wisconsin
|
$7.68M
|
+$7.71M
|
+374,400
|
New
|
|
|
14
|
Headland Capital
Mt. Pleasant,
South Carolina
|
$7.52M
|
+$214K
|
+10,405
|
+3%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.04M
|
+$4.34M
|
+210,391
|
+158%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$7.01M
|
+$1.62M
|
+78,482
|
+30%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$6.52M
|
+$1.92M
|
+93,064
|
+41%
|
|
|
18
|
Foronjy Financial
Santa Barbara,
California
|
$6.33M
|
+$329K
|
+15,986
|
+5%
|
|
|
19
|
Park Avenue Securities
New York
|
$6.06M
|
-$2.15M
|
-104,381
|
-26%
|
|
|
20
|
Spreng Capital Management
Bucyrus,
Ohio
|
$5.57M
|
+$314K
|
+15,224
|
+6%
|
|
|
21
|
Fagan Associates
Troy,
New York
|
$5.57M
|
+$91.2K
|
+4,427
|
+2%
|
|
|
22
|
Mercer Global Advisors
Denver,
Colorado
|
$4.5M
|
+$1.89M
|
+91,675
|
+72%
|
|
|
23
|
Stockman Wealth Management
Billings,
Montana
|
$4.47M
|
+$495K
|
+24,035
|
+12%
|
|
|
24
|
Yoder Wealth Management
Walnut Creek,
California
|
$4.44M
|
-$91.3K
|
-4,430
|
-2%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$4.1M
|
-$1.84M
|
-89,096
|
-31%
|
|
