|
1
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$84.8M
|
-$5.1M
|
-268,108
|
-6%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$83.9M
|
+$8M
|
+420,594
|
+11%
|
|
|
3
|
|
$75.5M
|
+$21.8M
|
+1,144,023
|
+41%
|
|
|
4
|
Shufro Rose & Co
New York
|
$64.1M
|
-$1.11M
|
-58,286
|
-2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$52.4M
|
+$5.02M
|
+263,578
|
+11%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$43M
|
+$5.57M
|
+292,913
|
+15%
|
|
|
7
|
Brookstone Capital Management
Wheaton,
Illinois
|
$40M
|
+$300K
|
+15,752
|
+0.8%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$37.9M
|
+$8.47M
|
+445,086
|
+29%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$36.4M
|
+$30.4M
|
+1,599,480
|
+525%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$33.2M
|
+$5.66M
|
+297,536
|
+21%
|
|
|
11
|
Fusion Family Wealth
Woodbury,
New York
|
$30.9M
|
-$628K
|
-32,976
|
-2%
|
|
|
12
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$30.9M
|
+$1.5M
|
+79,065
|
+5%
|
|
|
13
|
Eastern Bank
Boston,
Massachusetts
|
$27.3M
|
+$1.44M
|
+75,867
|
+6%
|
|
|
14
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$26.4M
|
+$8.43M
|
+443,152
|
+47%
|
|
|
15
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$25.8M
|
-$294K
|
-15,444
|
-1%
|
|
|
16
|
MGO One Seven
Beachwood,
Ohio
|
$24.2M
|
+$21.3M
|
+1,118,498
|
+785%
|
|
|
17
|
Asset Dedication LLC
San Francisco,
California
|
$20.9M
|
+$434K
|
+22,815
|
+2%
|
|
|
18
|
|
$20.5M
|
+$16.1M
|
+843,404
|
+373%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19.9M
|
+$803K
|
+42,185
|
+4%
|
|
|
20
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$19.8M
|
+$19.5M
|
+1,026,937
|
New
|
|
|
21
|
TLWM Financial
San Antonio,
Texas
|
$18.9M
|
+$4.4M
|
+231,027
|
+31%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16M
|
+$5.04M
|
+264,986
|
+47%
|
|
|
23
|
HM Payson & Co
Portland,
Maine
|
$15.1M
|
-$137K
|
-7,185
|
-0.9%
|
|
|
24
|
InterOcean Capital Group
Nashville,
Tennessee
|
$13.9M
|
+$7.45M
|
+391,606
|
+117%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.4M
|
+$4.25M
|
+223,056
|
+47%
|
|
