|
1
|
Krilogy Financial
St. Louis,
Missouri
|
$57.3M
|
+$10.3M
|
+446,103
|
+22%
|
|
|
2
|
Parcion Private Wealth
Bellevue,
Washington
|
$20.9M
|
+$20.7M
|
+902,319
|
New
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$19.2M
|
+$522K
|
+22,701
|
+3%
|
|
|
4
|
|
$19.2M
|
+$9.45M
|
+411,029
|
+98%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$11M
|
+$875K
|
+38,071
|
+9%
|
|
|
6
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10.8M
|
+$10.8M
|
+468,687
|
New
|
|
|
7
|
Confluence Investment Management
St. Louis,
Missouri
|
$9.69M
|
-$224K
|
-9,745
|
-2%
|
|
|
8
|
D.A. Davidson & Co
Great Falls,
Montana
|
$9.28M
|
+$1.21M
|
+52,769
|
+15%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$8.33M
|
+$3.24M
|
+141,122
|
+64%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$8.33M
|
+$278K
|
+12,112
|
+3%
|
|
|
11
|
Snowden Capital Advisors
New York
|
$8.11M
|
+$6.94M
|
+301,781
|
+619%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$6.84M
|
+$2.75M
|
+119,785
|
+68%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$5.1M
|
+$738K
|
+32,097
|
+17%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.86M
|
+$3.98M
|
+173,318
|
+473%
|
|
|
15
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$4.61M
|
+$380K
|
+16,516
|
+9%
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.79M
|
-$4.51M
|
-196,165
|
-54%
|
|
|
17
|
Park Avenue Securities
New York
|
$3.72M
|
-$73.2K
|
-3,187
|
-2%
|
|
|
18
|
Probity Advisors
Dallas,
Texas
|
$3.61M
|
+$19.1K
|
+830
|
+0.5%
|
|
|
19
|
James Investment Research
Alpha,
Ohio
|
$3.61M
|
-$35.4K
|
-1,541
|
-1%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.6M
|
-$797K
|
-34,690
|
-18%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$3.5M
|
+$1.2M
|
+52,063
|
+53%
|
|
|
22
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$3.33M
|
+$75K
|
+3,265
|
+2%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$2.58M
|
+$2.56M
|
+111,430
|
New
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$2.55M
|
+$255K
|
+11,094
|
+11%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.54M
|
+$400K
|
+17,401
|
+19%
|
|
