|
1
|
Wells Fargo
San Francisco,
California
|
$62.6M
|
+$7.74M
|
+388,865
|
+14%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$35.9M
|
+$12.5M
|
+625,992
|
+53%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$33.9M
|
+$5.22M
|
+262,464
|
+18%
|
|
|
4
|
Titleist Asset Management
San Antonio,
Texas
|
$23M
|
+$1.99M
|
+100,157
|
+9%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$18.3M
|
+$13.7M
|
+689,708
|
+294%
|
|
|
6
|
D.A. Davidson & Co
Great Falls,
Montana
|
$17.5M
|
+$744K
|
+37,413
|
+4%
|
|
|
7
|
Journey Advisory Group
Covington,
Kentucky
|
$16.2M
|
+$11M
|
+550,443
|
+206%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.6M
|
+$14.9M
|
+748,622
|
+1,971%
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$14.9M
|
+$14.2M
|
+714,298
|
+2,078%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$14.5M
|
-$4.18M
|
-209,911
|
-22%
|
|
|
11
|
MKT Advisors
Escondido,
California
|
$13M
|
+$13M
|
+652,674
|
New
|
|
|
12
|
Wealth Management Strategies
Pittsburgh,
Pennsylvania
|
$12.8M
|
+$12.8M
|
+642,500
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$11.6M
|
+$5.69M
|
+285,982
|
+95%
|
|
|
14
|
Legacy Private Trust
Neenah,
Wisconsin
|
$11.6M
|
+$964K
|
+48,429
|
+9%
|
|
|
15
|
Eight 31 Financial
Midland,
Texas
|
$10.1M
|
+$416K
|
+20,913
|
+4%
|
|
|
16
|
Waycross Investment Management
Bellingham,
Washington
|
$10.1M
|
+$110K
|
+5,542
|
+1%
|
|
|
17
|
Probity Advisors
Dallas,
Texas
|
$9.66M
|
-$1.07M
|
-53,888
|
-10%
|
|
|
18
|
Trust Company
Manhattan,
Kansas
|
$9.5M
|
+$1.99K
|
+100
|
+0%
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$9.31M
|
+$962K
|
+48,327
|
+11%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.9M
|
-$2.07M
|
-103,909
|
-19%
|
|
|
21
|
Snowden Capital Advisors
New York
|
$8.88M
|
+$292K
|
+14,655
|
+3%
|
|
|
22
|
Shelton Wealth Management
Fort Worth,
Texas
|
$8.73M
|
+$530K
|
+26,614
|
+6%
|
|
|
23
|
Krilogy Financial
St. Louis,
Missouri
|
$8.62M
|
+$321K
|
+16,123
|
+4%
|
|
|
24
|
Confluence Investment Management
St. Louis,
Missouri
|
$7.24M
|
-$395K
|
-19,836
|
-5%
|
|
|
25
|
|
$6.36M
|
+$2.53M
|
+127,250
|
+66%
|
|
