|
1
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$205M
|
+$14.9M
|
+376,264
|
+8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$190M
|
+$39.6M
|
+996,731
|
+26%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$115M
|
+$23.6M
|
+593,856
|
+26%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$99M
|
+$12M
|
+302,239
|
+14%
|
|
|
5
|
|
$87.5M
|
+$70.7M
|
+1,781,091
|
+416%
|
|
|
6
|
First Pacific Financial
Vancouver,
Washington
|
$86.2M
|
+$9.43M
|
+237,585
|
+12%
|
|
|
7
|
Morton Capital Management
Calabasas,
California
|
$64.8M
|
+$6.54M
|
+164,824
|
+11%
|
|
|
8
|
Cary Street Partners
Richmond,
Virginia
|
$58.3M
|
+$1.95M
|
+49,142
|
+3%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$53.2M
|
+$1.31M
|
+32,947
|
+3%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$51M
|
+$2.12M
|
+53,369
|
+4%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$48.4M
|
+$8.65M
|
+217,951
|
+22%
|
|
|
12
|
TCW Group
Los Angeles,
California
|
$47.1M
|
–
|
–
|
–
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$47M
|
+$18.1M
|
+455,572
|
+62%
|
|
|
14
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$46.9M
|
+$47M
|
+1,184,988
|
New
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$40.4M
|
+$4.09M
|
+103,140
|
+11%
|
|
|
16
|
|
$36.7M
|
+$3.64M
|
+91,712
|
+11%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$32.1M
|
+$32.2M
|
+810,120
|
New
|
|
|
18
|
Morling Financial Advisors
Fremont,
California
|
$29.2M
|
+$1.81M
|
+45,565
|
+7%
|
|
|
19
|
Leelyn Smith
Geneva,
Illinois
|
$29.2M
|
+$26.8M
|
+675,329
|
+1,086%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.9M
|
+$7.45M
|
+187,623
|
+40%
|
|
|
21
|
Tectonic Advisors
Frisco,
Texas
|
$25.6M
|
+$2.29M
|
+57,702
|
+10%
|
|
|
22
|
Peak Financial Advisors
Denver,
Colorado
|
$25.4M
|
+$673K
|
+16,954
|
+3%
|
|
|
23
|
Weaver Capital Management
Suwanee,
Georgia
|
$20.2M
|
+$1.81M
|
+45,635
|
+10%
|
|
|
24
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$19.5M
|
+$737K
|
+18,566
|
+4%
|
|
|
25
|
WJ Wealth Management
Glendale,
Arizona
|
$17.6M
|
+$108K
|
+2,714
|
+0.6%
|
|
