|
1
|
Stifel Financial
St. Louis,
Missouri
|
$153M
|
+$75M
|
+773,992
|
+90%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$80.2M
|
+$30.5M
|
+314,472
|
+58%
|
|
|
3
|
Henshaw Capital
Woburn,
Massachusetts
|
$72.5M
|
+$6.14M
|
+63,450
|
+9%
|
|
|
4
|
|
$64.8M
|
+$47.5K
|
+490
|
+0.1%
|
|
|
5
|
Strategic Financial Services
Utica,
New York
|
$45.1M
|
+$6.48M
|
+66,883
|
+16%
|
|
|
6
|
Schroder Investment Management Group
London,
United Kingdom
|
$42.8M
|
-$1.73M
|
-17,880
|
-4%
|
|
|
7
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$34.2M
|
+$923K
|
+9,531
|
+3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$34M
|
+$638K
|
+6,584
|
+2%
|
|
|
9
|
D.A. Davidson & Co
Great Falls,
Montana
|
$29.7M
|
-$699K
|
-7,220
|
-2%
|
|
|
10
|
|
$22.5M
|
-$4.28M
|
-44,244
|
-16%
|
|
|
11
|
Davidson Investment Advisors
Great Falls,
Montana
|
$18M
|
-$1.15M
|
-11,884
|
-6%
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$15.6M
|
+$1.01M
|
+10,391
|
+7%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$15.5M
|
+$7.15M
|
+73,860
|
+80%
|
|
|
14
|
Crews Bank & Trust
Wauchula,
Florida
|
$14.5M
|
+$419K
|
+4,325
|
+3%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$11.4M
|
-$7.18M
|
-74,102
|
-38%
|
|
|
16
|
Ironwood Financial
Tucson,
Arizona
|
$11.2M
|
+$53.8K
|
+556
|
+0.5%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.3M
|
+$9.1M
|
+93,934
|
+587%
|
|
|
18
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$9.96M
|
+$10.3M
|
+106,400
|
New
|
|
|
19
|
Financial Architects (Georgia)
Woodstock,
Georgia
|
$7.58M
|
+$393K
|
+4,060
|
+5%
|
|
|
20
|
Running Point Capital Advisors
El Segundo,
California
|
$7M
|
-$221K
|
-2,282
|
-3%
|
|
|
21
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$6.19M
|
+$217K
|
+2,237
|
+3%
|
|
|
22
|
Swisher Financial Concepts
Westerville,
Ohio
|
$5.39M
|
+$5.58M
|
+57,581
|
New
|
|
|
23
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$5.24M
|
+$2.76M
|
+28,513
|
+104%
|
|
|
24
|
HSBC Holdings
London,
United Kingdom
|
$4.97M
|
+$5.14M
|
+53,076
|
New
|
|
|
25
|
|
$4.69M
|
+$4.86M
|
+50,141
|
New
|
|
