|
1
|
Wells Fargo
San Francisco,
California
|
$23.2M
|
+$9.7M
|
+444,149
|
+73%
|
|
|
2
|
Atwood & Palmer
Kansas City,
Missouri
|
$22.4M
|
+$1.57M
|
+71,685
|
+8%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.9M
|
+$10.8M
|
+492,645
|
+273%
|
|
|
4
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$13.6M
|
+$529K
|
+24,218
|
+4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$12.8M
|
+$2.62M
|
+119,942
|
+26%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$12.5M
|
+$6.63M
|
+303,316
|
+116%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.3M
|
+$1.82M
|
+83,265
|
+18%
|
|
|
8
|
Journey Advisory Group
Covington,
Kentucky
|
$11M
|
–
|
–
|
–
|
|
|
9
|
Waycross Investment Management
Bellingham,
Washington
|
$10M
|
+$213K
|
+9,764
|
+2%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.04M
|
+$3.98M
|
+182,275
|
+100%
|
|
|
11
|
Confluence Investment Management
St. Louis,
Missouri
|
$7.89M
|
-$185K
|
-8,487
|
-2%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$7.17M
|
+$3.96M
|
+181,036
|
+126%
|
|
|
13
|
Probity Advisors
Dallas,
Texas
|
$6.13M
|
+$738K
|
+33,783
|
+14%
|
|
|
14
|
Fagan Associates
Troy,
New York
|
$5.94M
|
+$374K
|
+17,111
|
+7%
|
|
|
15
|
D.A. Davidson & Co
Great Falls,
Montana
|
$5.58M
|
+$593K
|
+27,159
|
+12%
|
|
|
16
|
Spreng Capital Management
Bucyrus,
Ohio
|
$5.24M
|
+$5.21M
|
+238,436
|
New
|
|
|
17
|
Shelton Wealth Management
Fort Worth,
Texas
|
$5.02M
|
+$742K
|
+33,982
|
+18%
|
|
|
18
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$4.71M
|
+$754K
|
+34,513
|
+19%
|
|
|
19
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$3.97M
|
-$150K
|
-6,870
|
-4%
|
|
|
20
|
Estate Counselors
Thiensville,
Wisconsin
|
$3.84M
|
-$7.6K
|
-348
|
-0.2%
|
|
|
21
|
Central Trust Company
Jefferson City,
Missouri
|
$3.73M
|
+$962K
|
+44,022
|
+35%
|
|
|
22
|
Stockman Wealth Management
Billings,
Montana
|
$3.54M
|
+$343K
|
+15,721
|
+11%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.92M
|
+$2M
|
+91,640
|
+225%
|
|
|
24
|
1858 Wealth Management
Akron,
Ohio
|
$2.85M
|
+$33.5K
|
+1,533
|
+1%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$2.7M
|
+$144K
|
+6,570
|
+6%
|
|
