|
1
|
Krilogy Financial
St. Louis,
Missouri
|
$59.4M
|
+$3.86M
|
+169,863
|
+7%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$22.2M
|
-$445K
|
-19,549
|
-2%
|
|
|
3
|
|
$20.1M
|
+$827K
|
+36,365
|
+4%
|
|
|
4
|
Confluence Investment Management
St. Louis,
Missouri
|
$16.7M
|
-$1.55M
|
-68,247
|
-8%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$12.1M
|
+$127K
|
+5,582
|
+1%
|
|
|
6
|
D.A. Davidson & Co
Great Falls,
Montana
|
$10.5M
|
+$940K
|
+41,330
|
+10%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$10.2M
|
+$1.73M
|
+75,973
|
+20%
|
|
|
8
|
Titleist Asset Management
San Antonio,
Texas
|
$9.97M
|
+$7.91M
|
+347,727
|
+379%
|
|
|
9
|
Probity Advisors
Dallas,
Texas
|
$9.86M
|
+$2.63M
|
+115,483
|
+36%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.95M
|
+$943K
|
+41,460
|
+12%
|
|
|
11
|
Legacy Private Trust
Neenah,
Wisconsin
|
$8.54M
|
+$820K
|
+36,078
|
+11%
|
|
|
12
|
Snowden Capital Advisors
New York
|
$8.5M
|
+$119K
|
+5,222
|
+1%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$8.23M
|
+$265K
|
+11,659
|
+3%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$7.85M
|
+$941K
|
+41,366
|
+14%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$7.44M
|
+$1.03M
|
+45,325
|
+16%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.09M
|
-$5.43M
|
-238,876
|
-43%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$6.83M
|
+$474K
|
+20,836
|
+7%
|
|
|
18
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$6.67M
|
+$1.35M
|
+59,363
|
+25%
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$5.01M
|
+$490K
|
+21,547
|
+11%
|
|
|
20
|
Asset Dedication LLC
San Francisco,
California
|
$5M
|
+$708K
|
+31,139
|
+16%
|
|
|
21
|
Stockman Wealth Management
Billings,
Montana
|
$4.96M
|
+$409K
|
+17,972
|
+9%
|
|
|
22
|
Yoder Wealth Management
Walnut Creek,
California
|
$4.92M
|
+$1.4M
|
+61,484
|
+40%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$4.62M
|
+$351K
|
+15,446
|
+8%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.16M
|
+$865K
|
+38,047
|
+26%
|
|
|
25
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$4.15M
|
+$799K
|
+35,116
|
+24%
|
|
