|
1
|
Atwood & Palmer
Kansas City,
Missouri
|
$17.9M
|
+$670K
|
+31,680
|
+4%
|
|
|
2
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$12.7M
|
+$170K
|
+8,024
|
+1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$10.9M
|
+$1.87M
|
+88,178
|
+21%
|
|
|
4
|
Waycross Investment Management
Bellingham,
Washington
|
$8.86M
|
+$8.61M
|
+406,784
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$7.96M
|
+$6.11M
|
+288,652
|
+375%
|
|
|
6
|
Confluence Investment Management
St. Louis,
Missouri
|
$7.84M
|
-$491K
|
-23,207
|
-6%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$3.13M
|
+$790K
|
+37,360
|
+35%
|
|
|
8
|
1858 Wealth Management
Akron,
Ohio
|
$2.8M
|
+$2.72M
|
+128,435
|
New
|
|
|
9
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.8M
|
+$778K
|
+36,750
|
+40%
|
|
|
10
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$2.58M
|
+$97.4K
|
+4,604
|
+4%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$2.28M
|
+$238K
|
+11,260
|
+12%
|
|
|
12
|
Stockman Wealth Management
Billings,
Montana
|
$2.21M
|
+$343K
|
+16,212
|
+19%
|
|
|
13
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$2.16M
|
+$2.1M
|
+99,096
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$2.13M
|
+$1.11M
|
+52,308
|
+115%
|
|
|
15
|
Probity Advisors
Dallas,
Texas
|
$2.09M
|
+$2.03M
|
+96,009
|
New
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.98M
|
+$1.49M
|
+70,336
|
+342%
|
|
|
17
|
Shelton Wealth Management
Fort Worth,
Texas
|
$1.96M
|
+$1.91M
|
+90,125
|
New
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$1.93M
|
+$1.88M
|
+88,746
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.74M
|
+$278K
|
+13,139
|
+20%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.61M
|
+$27.1K
|
+1,282
|
+2%
|
|
|
21
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$1.49M
|
+$1.45M
|
+68,381
|
New
|
|
|
22
|
Equitable Holdings
New York
|
$1.43M
|
+$119K
|
+5,635
|
+9%
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.1M
|
+$6.3K
|
+298
|
+0.6%
|
|
|
24
|
MV Capital Management
Bethesda,
Maryland
|
$1.1M
|
+$1.07M
|
+50,620
|
New
|
|
|
25
|
FF Advisors
Manhattan Beach,
California
|
$995K
|
+$966K
|
+45,675
|
New
|
|
