|
1
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$155M
|
+$156M
|
+8,034,697
|
New
|
|
|
2
|
|
$39.6M
|
+$2.13M
|
+109,195
|
+6%
|
|
|
3
|
Brookstone Capital Management
Wheaton,
Illinois
|
$37.7M
|
+$2.69M
|
+137,957
|
+8%
|
|
|
4
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$36.9M
|
+$10.4M
|
+535,896
|
+39%
|
|
|
5
|
Fusion Family Wealth
Woodbury,
New York
|
$33.5M
|
+$28.9M
|
+1,483,235
|
+585%
|
|
|
6
|
Eastern Bank
Boston,
Massachusetts
|
$28.1M
|
-$263K
|
-13,503
|
-0.9%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$24.6M
|
+$10.2M
|
+521,933
|
+69%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$23M
|
+$686K
|
+35,210
|
+3%
|
|
|
9
|
Asset Dedication LLC
San Francisco,
California
|
$19.5M
|
+$436K
|
+22,380
|
+2%
|
|
|
10
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$19.1M
|
+$3.61M
|
+185,138
|
+23%
|
|
|
11
|
True Link Financial Advisors
San Francisco,
California
|
$19.1M
|
+$19.3M
|
+988,767
|
New
|
|
|
12
|
Manchester Financial
Westlake Village,
California
|
$18.5M
|
+$18.5M
|
+950,567
|
+7,910%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$18.3M
|
+$10.2M
|
+522,396
|
+123%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16M
|
+$398K
|
+20,459
|
+3%
|
|
|
15
|
TLWM Financial
San Antonio,
Texas
|
$14.9M
|
+$334K
|
+17,143
|
+2%
|
|
|
16
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$14.9M
|
+$15M
|
+771,511
|
New
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.6M
|
+$2.65M
|
+135,984
|
+24%
|
|
|
18
|
RVW Wealth
Los Angeles,
California
|
$12.9M
|
+$8.01M
|
+411,059
|
+160%
|
|
|
19
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$11.7M
|
+$3.16M
|
+162,225
|
+37%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$11.5M
|
+$5.13M
|
+263,499
|
+79%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.8M
|
+$3.16M
|
+162,058
|
+41%
|
|
|
22
|
Legacy Private Trust
Neenah,
Wisconsin
|
$9.93M
|
+$2.46M
|
+126,128
|
+32%
|
|
|
23
|
Gill Capital Partners
Denver,
Colorado
|
$9.83M
|
–
|
–
|
–
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$8.52M
|
+$8.67M
|
+445,343
|
New
|
|
|
25
|
Marietta Wealth Management
Marietta,
Georgia
|
$8.5M
|
+$349K
|
+17,900
|
+4%
|
|
