|
1
|
Atwood & Palmer
Kansas City,
Missouri
|
$20.1M
|
+$324K
|
+15,285
|
+2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$13M
|
+$686K
|
+32,333
|
+6%
|
|
|
3
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$12.6M
|
+$223K
|
+10,496
|
+2%
|
|
|
4
|
Journey Advisory Group
Covington,
Kentucky
|
$11M
|
+$674K
|
+31,758
|
+7%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.1M
|
+$5.33M
|
+251,281
|
+113%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$9.84M
|
+$1.57M
|
+73,934
|
+19%
|
|
|
7
|
Waycross Investment Management
Bellingham,
Washington
|
$9.47M
|
+$140K
|
+6,585
|
+2%
|
|
|
8
|
Confluence Investment Management
St. Louis,
Missouri
|
$7.81M
|
-$22.1K
|
-1,040
|
-0.3%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$7.01M
|
+$4.95M
|
+233,270
|
+246%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$5.59M
|
+$289K
|
+13,610
|
+5%
|
|
|
11
|
Fagan Associates
Troy,
New York
|
$5.37M
|
+$570K
|
+26,881
|
+12%
|
|
|
12
|
Probity Advisors
Dallas,
Texas
|
$5.2M
|
+$1.31M
|
+61,888
|
+34%
|
|
|
13
|
D.A. Davidson & Co
Great Falls,
Montana
|
$4.82M
|
+$684K
|
+32,248
|
+17%
|
|
|
14
|
Shelton Wealth Management
Fort Worth,
Texas
|
$4.13M
|
+$1.28M
|
+60,388
|
+45%
|
|
|
15
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$3.99M
|
+$3.96M
|
+186,483
|
New
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.88M
|
+$2.85M
|
+134,168
|
+283%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.86M
|
+$603K
|
+28,412
|
+19%
|
|
|
18
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$3.81M
|
+$3.78M
|
+178,349
|
New
|
|
|
19
|
Estate Counselors
Thiensville,
Wisconsin
|
$3.72M
|
+$3.69M
|
+174,015
|
New
|
|
|
20
|
Stockman Wealth Management
Billings,
Montana
|
$3.08M
|
+$403K
|
+18,994
|
+15%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$3.06M
|
+$2.71M
|
+127,566
|
+805%
|
|
|
22
|
1858 Wealth Management
Akron,
Ohio
|
$2.72M
|
-$22.7K
|
-1,072
|
-0.8%
|
|
|
23
|
Central Trust Company
Jefferson City,
Missouri
|
$2.67M
|
+$726K
|
+34,220
|
+38%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$2.47M
|
+$228K
|
+10,728
|
+10%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.41M
|
-$640K
|
-30,179
|
-21%
|
|
