|
1
|
Wells Fargo
San Francisco,
California
|
$61.5M
|
-$11.4M
|
-582,930
|
-16%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$55.9M
|
+$4.11M
|
+209,772
|
+8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$39.7M
|
+$3.85M
|
+196,772
|
+11%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$27M
|
+$2.35M
|
+120,164
|
+10%
|
|
|
5
|
Titleist Asset Management
San Antonio,
Texas
|
$26.8M
|
+$2.82M
|
+143,744
|
+12%
|
|
|
6
|
|
$26.4M
|
+$11.5M
|
+588,616
|
+77%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$26.2M
|
+$2.07M
|
+105,444
|
+9%
|
|
|
8
|
HM Payson & Co
Portland,
Maine
|
$23.5M
|
+$9.81M
|
+500,974
|
+71%
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$20.7M
|
+$6.87M
|
+350,752
|
+50%
|
|
|
10
|
D.A. Davidson & Co
Great Falls,
Montana
|
$19.7M
|
+$1.71M
|
+87,330
|
+9%
|
|
|
11
|
Journey Advisory Group
Covington,
Kentucky
|
$17.6M
|
+$1.01M
|
+51,372
|
+6%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$13.9M
|
+$425K
|
+21,722
|
+3%
|
|
|
13
|
MKT Advisors
Escondido,
California
|
$13.8M
|
+$777K
|
+39,671
|
+6%
|
|
|
14
|
Wealth Management Strategies
Pittsburgh,
Pennsylvania
|
$13.4M
|
+$411K
|
+20,987
|
+3%
|
|
|
15
|
Denver PWM
Denver,
Colorado
|
$13.3M
|
-$188K
|
-9,579
|
-1%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$13M
|
-$533K
|
-27,193
|
-4%
|
|
|
17
|
Probity Advisors
Dallas,
Texas
|
$11.7M
|
+$1.03M
|
+52,503
|
+10%
|
|
|
18
|
Legacy Private Trust
Neenah,
Wisconsin
|
$11.3M
|
+$626K
|
+31,954
|
+6%
|
|
|
19
|
Shelton Wealth Management
Fort Worth,
Texas
|
$10.8M
|
+$771K
|
+39,375
|
+8%
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$10.6M
|
+$798K
|
+40,753
|
+8%
|
|
|
21
|
Bailard
Foster City,
California
|
$10.5M
|
-$65.8K
|
-3,360
|
-0.6%
|
|
|
22
|
Waycross Investment Management
Bellingham,
Washington
|
$10.4M
|
+$195K
|
+9,933
|
+2%
|
|
|
23
|
Eight 31 Financial
Midland,
Texas
|
$10.1M
|
+$288K
|
+14,684
|
+3%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.7M
|
-$78.4K
|
-4,004
|
-0.8%
|
|
|
25
|
Krilogy Financial
St. Louis,
Missouri
|
$9.68M
|
+$656K
|
+33,467
|
+7%
|
|
