|
1
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$88.9M
|
-$33.8M
|
-1,799,578
|
-28%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$74.9M
|
+$41.5M
|
+2,205,538
|
+126%
|
|
|
3
|
Shufro Rose & Co
New York
|
$64.4M
|
+$63.7M
|
+3,386,174
|
+19,262%
|
|
|
4
|
|
$53M
|
+$10.6M
|
+563,050
|
+25%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$46.8M
|
+$17.8M
|
+945,968
|
+62%
|
|
|
6
|
Brookstone Capital Management
Wheaton,
Illinois
|
$39.5M
|
+$1.26M
|
+67,219
|
+3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$37M
|
+$14M
|
+742,569
|
+61%
|
|
|
8
|
Fusion Family Wealth
Woodbury,
New York
|
$31.2M
|
+$31M
|
+1,646,850
|
New
|
|
|
9
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$29M
|
+$2.31M
|
+122,773
|
+9%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$29M
|
+$2.55M
|
+135,502
|
+10%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$27.1M
|
+$7.6M
|
+404,120
|
+39%
|
|
|
12
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$25.8M
|
-$1.48M
|
-78,583
|
-5%
|
|
|
13
|
Eastern Bank
Boston,
Massachusetts
|
$25.5M
|
-$728K
|
-38,694
|
-3%
|
|
|
14
|
True Link Financial Advisors
San Francisco,
California
|
$22.5M
|
+$1.4M
|
+74,486
|
+7%
|
|
|
15
|
Asset Dedication LLC
San Francisco,
California
|
$20.2M
|
-$54.9K
|
-2,922
|
-0.3%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18.9M
|
+$1.8M
|
+95,780
|
+11%
|
|
|
17
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$17.7M
|
+$947K
|
+50,351
|
+6%
|
|
|
18
|
HM Payson & Co
Portland,
Maine
|
$15.1M
|
+$2.61M
|
+138,746
|
+21%
|
|
|
19
|
TLWM Financial
San Antonio,
Texas
|
$14.3M
|
-$1.23M
|
-65,366
|
-8%
|
|
|
20
|
Manchester Financial
Westlake Village,
California
|
$14M
|
+$4.18M
|
+222,375
|
+43%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$12.9M
|
+$1.95M
|
+103,884
|
+18%
|
|
|
22
|
Sterling Financial Group
Pasadena,
California
|
$11.7M
|
+$11.6M
|
+615,978
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.8M
|
+$666K
|
+35,428
|
+7%
|
|
|
24
|
Legacy Private Trust
Neenah,
Wisconsin
|
$10.5M
|
+$293K
|
+15,595
|
+3%
|
|
|
25
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$9.55M
|
+$9.48M
|
+504,382
|
New
|
|
