|
1
|
Krilogy Financial
St. Louis,
Missouri
|
$61.6M
|
+$4.41M
|
+190,190
|
+8%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$22M
|
+$2.89M
|
+124,678
|
+15%
|
|
|
3
|
|
$19.1M
|
-$46.3K
|
-1,998
|
-0.2%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$11.4M
|
+$416K
|
+17,939
|
+4%
|
|
|
5
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$11.2M
|
+$401K
|
+17,275
|
+4%
|
|
|
6
|
D.A. Davidson & Co
Great Falls,
Montana
|
$9.45M
|
+$198K
|
+8,554
|
+2%
|
|
|
7
|
Confluence Investment Management
St. Louis,
Missouri
|
$9.16M
|
-$500K
|
-21,565
|
-5%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$8.73M
|
+$402K
|
+17,354
|
+5%
|
|
|
9
|
Snowden Capital Advisors
New York
|
$8.42M
|
+$336K
|
+14,498
|
+4%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$8.28M
|
-$29.4K
|
-1,270
|
-0.4%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$7.55M
|
+$728K
|
+31,387
|
+11%
|
|
|
12
|
Legacy Private Trust
Neenah,
Wisconsin
|
$6.97M
|
+$7.01M
|
+302,131
|
New
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$6.19M
|
+$1.1M
|
+47,540
|
+22%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$5.75M
|
+$4.22M
|
+181,854
|
+270%
|
|
|
15
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$5.1M
|
+$505K
|
+21,781
|
+11%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.56M
|
-$286K
|
-12,319
|
-6%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$4.37M
|
+$1.83M
|
+78,988
|
+72%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$4.3M
|
+$1.73M
|
+74,740
|
+67%
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.97M
|
+$190K
|
+8,191
|
+5%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$3.9M
|
+$411K
|
+17,738
|
+12%
|
|
|
21
|
Park Avenue Securities
New York
|
$3.77M
|
+$56.1K
|
+2,421
|
+2%
|
|
|
22
|
James Investment Research
Alpha,
Ohio
|
$3.71M
|
+$112K
|
+4,828
|
+3%
|
|
|
23
|
Probity Advisors
Dallas,
Texas
|
$3.5M
|
-$97.8K
|
-4,217
|
-3%
|
|
|
24
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$3.43M
|
+$101K
|
+4,369
|
+3%
|
|
|
25
|
Stockman Wealth Management
Billings,
Montana
|
$3.42M
|
+$1.93M
|
+83,016
|
+127%
|
|
