|
1
|
Wells Fargo
San Francisco,
California
|
$60.4M
|
+$10.5M
|
+511,558
|
+21%
|
|
|
2
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$38M
|
-$1.59M
|
-77,604
|
-4%
|
|
|
3
|
Confluence Investment Management
St. Louis,
Missouri
|
$24.5M
|
+$15M
|
+733,137
|
+156%
|
|
|
4
|
Titleist Asset Management
San Antonio,
Texas
|
$19.5M
|
+$19.3M
|
+940,288
|
+6,356%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.5M
|
+$9.3M
|
+453,263
|
+112%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$16.1M
|
+$317K
|
+15,460
|
+2%
|
|
|
7
|
|
$14.6M
|
+$1.14M
|
+55,594
|
+8%
|
|
|
8
|
Krilogy Financial
St. Louis,
Missouri
|
$14.4M
|
+$560K
|
+27,297
|
+4%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$13.3M
|
+$3.64M
|
+177,623
|
+37%
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
$13M
|
+$620K
|
+30,220
|
+5%
|
|
|
11
|
Park Avenue Securities
New York
|
$11M
|
+$5.05M
|
+246,192
|
+83%
|
|
|
12
|
Probity Advisors
Dallas,
Texas
|
$10.3M
|
+$1.05M
|
+51,276
|
+11%
|
|
|
13
|
Shelton Wealth Management
Fort Worth,
Texas
|
$10.1M
|
+$10.2M
|
+495,824
|
New
|
|
|
14
|
Legacy Private Trust
Neenah,
Wisconsin
|
$8.74M
|
+$1.1M
|
+53,815
|
+14%
|
|
|
15
|
Snowden Capital Advisors
New York
|
$8.17M
|
+$60.7K
|
+2,957
|
+0.7%
|
|
|
16
|
Headland Capital
Mt. Pleasant,
South Carolina
|
$7.65M
|
+$173K
|
+8,454
|
+2%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$7.49M
|
-$163K
|
-7,940
|
-2%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$7.4M
|
+$932K
|
+45,407
|
+14%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$7.3M
|
+$333K
|
+16,244
|
+5%
|
|
|
20
|
Foronjy Financial
Santa Barbara,
California
|
$6.46M
|
+$165K
|
+8,061
|
+3%
|
|
|
21
|
Spreng Capital Management
Bucyrus,
Ohio
|
$6.23M
|
+$697K
|
+33,971
|
+13%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.98M
|
-$1.03M
|
-49,969
|
-15%
|
|
|
23
|
Fagan Associates
Troy,
New York
|
$5.55M
|
+$21.1K
|
+1,029
|
+0.4%
|
|
|
24
|
Stockman Wealth Management
Billings,
Montana
|
$5.14M
|
+$707K
|
+34,443
|
+16%
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$4.75M
|
+$276K
|
+13,426
|
+6%
|
|
