|
1
|
Atwood & Palmer
Kansas City,
Missouri
|
$19.9M
|
+$2.26M
|
+104,770
|
+13%
|
|
|
2
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$12.5M
|
-$124K
|
-5,738
|
-1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$12.4M
|
+$1.62M
|
+75,243
|
+15%
|
|
|
4
|
Journey Advisory Group
Covington,
Kentucky
|
$10.4M
|
+$10.4M
|
+483,446
|
New
|
|
|
5
|
Waycross Investment Management
Bellingham,
Washington
|
$9.39M
|
+$642K
|
+29,810
|
+7%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$8.31M
|
+$456K
|
+21,147
|
+6%
|
|
|
7
|
Confluence Investment Management
St. Louis,
Missouri
|
$7.88M
|
+$143K
|
+6,656
|
+2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$5.34M
|
+$2.25M
|
+104,341
|
+73%
|
|
|
9
|
Fagan Associates
Troy,
New York
|
$4.83M
|
+$4.84M
|
+224,505
|
New
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.79M
|
+$2.85M
|
+132,049
|
+145%
|
|
|
11
|
D.A. Davidson & Co
Great Falls,
Montana
|
$4.15M
|
+$1.4M
|
+64,819
|
+50%
|
|
|
12
|
Probity Advisors
Dallas,
Texas
|
$3.9M
|
+$1.84M
|
+85,574
|
+89%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.28M
|
+$1.69M
|
+78,559
|
+106%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.08M
|
+$1.36M
|
+63,223
|
+79%
|
|
|
15
|
Shelton Wealth Management
Fort Worth,
Texas
|
$2.85M
|
+$918K
|
+42,610
|
+47%
|
|
|
16
|
1858 Wealth Management
Akron,
Ohio
|
$2.8M
|
–
|
–
|
–
|
|
|
17
|
Stockman Wealth Management
Billings,
Montana
|
$2.69M
|
+$516K
|
+23,929
|
+24%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$2.39M
|
+$2.4M
|
+111,222
|
New
|
|
|
19
|
SCS Capital Management
Boston,
Massachusetts
|
$2.38M
|
+$2.39M
|
+110,929
|
New
|
|
|
20
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$2.37M
|
-$173K
|
-8,027
|
-7%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$2.26M
|
+$6.49K
|
+301
|
+0.3%
|
|
|
22
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$2.25M
|
+$156K
|
+7,220
|
+7%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$2.04M
|
+$128K
|
+5,939
|
+7%
|
|
|
24
|
Central Trust Company
Jefferson City,
Missouri
|
$1.95M
|
+$1.07M
|
+49,760
|
+122%
|
|
|
25
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$1.89M
|
+$416K
|
+19,306
|
+28%
|
|
