|
1
|
Wells Fargo
San Francisco,
California
|
$53.4M
|
+$1.29M
|
+65,719
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$27.4M
|
+$3.67M
|
+187,004
|
+16%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.9M
|
+$10.3M
|
+525,182
|
+84%
|
|
|
4
|
Titleist Asset Management
San Antonio,
Texas
|
$20.4M
|
+$11.8M
|
+599,331
|
+139%
|
|
|
5
|
D.A. Davidson & Co
Great Falls,
Montana
|
$14.8M
|
+$8.7M
|
+443,397
|
+147%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$12.7M
|
+$11.3M
|
+574,655
|
+886%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.6M
|
+$5.06M
|
+257,961
|
+79%
|
|
|
8
|
Waycross Investment Management
Bellingham,
Washington
|
$10.8M
|
+$19.2K
|
+976
|
+0.2%
|
|
|
9
|
Legacy Private Trust
Neenah,
Wisconsin
|
$10.2M
|
+$48.9K
|
+2,490
|
+0.5%
|
|
|
10
|
Probity Advisors
Dallas,
Texas
|
$8.64M
|
+$374K
|
+19,042
|
+5%
|
|
|
11
|
Snowden Capital Advisors
New York
|
$8.48M
|
-$21K
|
-1,069
|
-0.2%
|
|
|
12
|
Trust Company
Manhattan,
Kansas
|
$8.12M
|
-$16.7K
|
-853
|
-0.2%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$7.98M
|
-$1.87M
|
-95,530
|
-19%
|
|
|
14
|
Confluence Investment Management
St. Louis,
Missouri
|
$7.81M
|
-$38.4K
|
-1,957
|
-0.5%
|
|
|
15
|
Shelton Wealth Management
Fort Worth,
Texas
|
$7.65M
|
+$352K
|
+17,957
|
+5%
|
|
|
16
|
Krilogy Financial
St. Louis,
Missouri
|
$7.39M
|
-$6.03K
|
-307
|
-0.1%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$5.57M
|
+$10.4K
|
+532
|
+0.2%
|
|
|
18
|
Central Trust Company
Jefferson City,
Missouri
|
$5.06M
|
+$411K
|
+20,923
|
+9%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.03M
|
+$215K
|
+10,940
|
+5%
|
|
|
20
|
|
$4.25M
|
+$4.2M
|
+214,153
|
New
|
|
|
21
|
Stockman Wealth Management
Billings,
Montana
|
$4.14M
|
+$263K
|
+13,399
|
+7%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$4.04M
|
-$809K
|
-41,236
|
-17%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.64M
|
+$204K
|
+10,399
|
+6%
|
|
|
24
|
Journey Advisory Group
Covington,
Kentucky
|
$3.28M
|
+$2.11M
|
+107,487
|
+187%
|
|
|
25
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$3.24M
|
+$147K
|
+7,500
|
+5%
|
|
