|
1
|
Wells Fargo
San Francisco,
California
|
$73.6M
|
+$11.4M
|
+576,927
|
+18%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$52.3M
|
+$16.7M
|
+843,053
|
+47%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$36.2M
|
+$2.46M
|
+124,090
|
+7%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.9M
|
+$24.8M
|
+1,247,848
|
+8,222%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$24.4M
|
+$6.19M
|
+312,078
|
+34%
|
|
|
6
|
Titleist Asset Management
San Antonio,
Texas
|
$24.3M
|
+$1.42M
|
+71,573
|
+6%
|
|
|
7
|
D.A. Davidson & Co
Great Falls,
Montana
|
$18.2M
|
+$849K
|
+42,814
|
+5%
|
|
|
8
|
Journey Advisory Group
Covington,
Kentucky
|
$16.8M
|
+$672K
|
+33,902
|
+4%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16.5M
|
+$989K
|
+49,874
|
+6%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$16M
|
+$1.59M
|
+80,039
|
+11%
|
|
|
11
|
|
$15.1M
|
+$8.78M
|
+442,830
|
+138%
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$14M
|
-$810K
|
-40,852
|
-5%
|
|
|
13
|
HM Payson & Co
Portland,
Maine
|
$13.9M
|
+$8.44M
|
+425,651
|
+154%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$13.7M
|
+$2.1M
|
+105,985
|
+18%
|
|
|
15
|
Denver PWM
Denver,
Colorado
|
$13.6M
|
+$13.8M
|
+694,518
|
New
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$13.6M
|
+$8.39M
|
+422,912
|
+160%
|
|
|
17
|
MKT Advisors
Escondido,
California
|
$13.2M
|
+$390K
|
+19,667
|
+3%
|
|
|
18
|
Wealth Management Strategies
Pittsburgh,
Pennsylvania
|
$13.1M
|
+$464K
|
+23,385
|
+4%
|
|
|
19
|
|
$11.8M
|
+$5.83M
|
+294,019
|
+97%
|
|
|
20
|
Probity Advisors
Dallas,
Texas
|
$10.8M
|
+$1.23M
|
+61,826
|
+13%
|
|
|
21
|
Legacy Private Trust
Neenah,
Wisconsin
|
$10.8M
|
-$740K
|
-37,325
|
-6%
|
|
|
22
|
Bailard
Foster City,
California
|
$10.6M
|
+$6.78M
|
+341,756
|
+173%
|
|
|
23
|
Waycross Investment Management
Bellingham,
Washington
|
$10.3M
|
+$268K
|
+13,526
|
+3%
|
|
|
24
|
Shelton Wealth Management
Fort Worth,
Texas
|
$10.2M
|
+$1.49M
|
+75,372
|
+17%
|
|
|
25
|
Eight 31 Financial
Midland,
Texas
|
$9.92M
|
-$157K
|
-7,921
|
-2%
|
|
