|
1
|
Atwood & Palmer
Kansas City,
Missouri
|
$23.2M
|
+$1.64M
|
+75,892
|
+7%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$22.2M
|
-$231K
|
-10,710
|
-1%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$17.8M
|
+$18M
|
+833,210
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$17.5M
|
+$5.2M
|
+241,170
|
+42%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$15.9M
|
+$3.89M
|
+180,305
|
+32%
|
|
|
6
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$13.7M
|
+$598K
|
+27,748
|
+5%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.5M
|
+$667K
|
+30,932
|
+6%
|
|
|
8
|
Denver PWM
Denver,
Colorado
|
$11.8M
|
+$11.9M
|
+552,242
|
New
|
|
|
9
|
Journey Advisory Group
Covington,
Kentucky
|
$11M
|
–
|
–
|
–
|
|
|
10
|
Waycross Investment Management
Bellingham,
Washington
|
$9.74M
|
+$85.2K
|
+3,955
|
+0.9%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.74M
|
+$2M
|
+92,678
|
+25%
|
|
|
12
|
MKT Advisors
Escondido,
California
|
$9.11M
|
+$9.2M
|
+427,028
|
New
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$8.13M
|
+$1.22M
|
+56,614
|
+17%
|
|
|
14
|
Confluence Investment Management
St. Louis,
Missouri
|
$7.7M
|
+$80.7K
|
+3,744
|
+1%
|
|
|
15
|
Probity Advisors
Dallas,
Texas
|
$7.51M
|
+$1.62M
|
+75,099
|
+27%
|
|
|
16
|
Legacy Private Trust
Neenah,
Wisconsin
|
$7.26M
|
+$7.34M
|
+340,521
|
New
|
|
|
17
|
Shelton Wealth Management
Fort Worth,
Texas
|
$6.48M
|
+$1.65M
|
+76,616
|
+34%
|
|
|
18
|
Fagan Associates
Troy,
New York
|
$6.18M
|
+$458K
|
+21,262
|
+8%
|
|
|
19
|
D.A. Davidson & Co
Great Falls,
Montana
|
$5.86M
|
+$479K
|
+22,207
|
+9%
|
|
|
20
|
Spreng Capital Management
Bucyrus,
Ohio
|
$5.23M
|
+$144K
|
+6,672
|
+3%
|
|
|
21
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$4.99M
|
+$458K
|
+21,268
|
+10%
|
|
|
22
|
Central Trust Company
Jefferson City,
Missouri
|
$4.71M
|
+$1.12M
|
+51,973
|
+31%
|
|
|
23
|
|
$4.05M
|
+$1.89M
|
+87,735
|
+86%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.04M
|
+$1.49M
|
+69,304
|
+58%
|
|
|
25
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$3.85M
|
+$21.3K
|
+989
|
+0.6%
|
|
