|
1
|
Krilogy Financial
St. Louis,
Missouri
|
$56.1M
|
-$5.25M
|
-227,703
|
-9%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$22.8M
|
+$936K
|
+40,546
|
+4%
|
|
|
3
|
Parcion Private Wealth
Bellevue,
Washington
|
$20.5M
|
+$20.6M
|
+893,909
|
New
|
|
|
4
|
|
$19.5M
|
+$520K
|
+22,538
|
+3%
|
|
|
5
|
Confluence Investment Management
St. Louis,
Missouri
|
$18.4M
|
+$9.39M
|
+406,914
|
+102%
|
|
|
6
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$12.6M
|
+$1.51M
|
+65,447
|
+13%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$12.1M
|
+$814K
|
+35,269
|
+7%
|
|
|
8
|
D.A. Davidson & Co
Great Falls,
Montana
|
$9.67M
|
+$279K
|
+12,083
|
+3%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$8.57M
|
+$346K
|
+15,013
|
+4%
|
|
|
10
|
Snowden Capital Advisors
New York
|
$8.47M
|
+$95.4K
|
+4,132
|
+1%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.09M
|
+$8.14M
|
+352,822
|
New
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$8.05M
|
+$553K
|
+23,942
|
+7%
|
|
|
13
|
Legacy Private Trust
Neenah,
Wisconsin
|
$7.8M
|
+$876K
|
+37,949
|
+13%
|
|
|
14
|
Probity Advisors
Dallas,
Texas
|
$7.31M
|
+$3.86M
|
+167,046
|
+110%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$6.97M
|
+$1.27M
|
+55,238
|
+22%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$6.48M
|
-$2.21M
|
-95,599
|
-25%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$6.42M
|
+$271K
|
+11,741
|
+4%
|
|
|
18
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$5.38M
|
+$316K
|
+13,686
|
+6%
|
|
|
19
|
Stockman Wealth Management
Billings,
Montana
|
$4.6M
|
+$1.2M
|
+52,212
|
+35%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$4.56M
|
+$298K
|
+12,899
|
+7%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$4.42M
|
+$2.18M
|
+94,266
|
+96%
|
|
|
22
|
Asset Dedication LLC
San Francisco,
California
|
$4.33M
|
+$1.86M
|
+80,421
|
+74%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$4.31M
|
-$29.1K
|
-1,260
|
-0.7%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$4.19M
|
+$319K
|
+13,803
|
+8%
|
|
|
25
|
Park Avenue Securities
New York
|
$3.85M
|
+$98.6K
|
+4,273
|
+3%
|
|
