|
1
|
Bank of America
Charlotte,
North Carolina
|
$171M
|
+$3.6M
|
+145,197
|
+2%
|
|
|
2
|
|
$85.1M
|
+$2.44M
|
+98,435
|
+3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$72.4M
|
+$8.9M
|
+359,175
|
+14%
|
|
|
4
|
HM Payson & Co
Portland,
Maine
|
$58.2M
|
+$9.81M
|
+395,877
|
+20%
|
|
|
5
|
NewEdge Advisors
New Orleans,
Louisiana
|
$50.2M
|
-$18.9M
|
-764,001
|
-28%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$49.9M
|
+$13.7M
|
+554,114
|
+38%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$49.2M
|
+$10.3M
|
+413,800
|
+26%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$47M
|
-$1.46M
|
-58,940
|
-3%
|
|
|
9
|
Glenview Trust
Louisville,
Kentucky
|
$45.1M
|
+$81K
|
+3,266
|
+0.2%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$44.9M
|
+$1.01M
|
+40,545
|
+2%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$40.7M
|
-$3.99M
|
-161,154
|
-9%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$39.3M
|
+$4.5M
|
+181,384
|
+13%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.5M
|
+$2.08M
|
+84,062
|
+6%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$37.9M
|
+$754K
|
+30,399
|
+2%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$35.1M
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.4M
|
+$594K
|
+23,966
|
+2%
|
|
|
17
|
Summitry LLC
Foster City,
California
|
$28.8M
|
+$68.2K
|
+2,750
|
+0.2%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$28.3M
|
+$2.17M
|
+87,551
|
+8%
|
|
|
19
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$25.9M
|
+$4.21M
|
+169,674
|
+19%
|
|
|
20
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$25.3M
|
+$916K
|
+36,962
|
+4%
|
|
|
21
|
Sigma Investment Counselors
Northville,
Michigan
|
$24.5M
|
-$946K
|
-38,173
|
-4%
|
|
|
22
|
American Planning Services
Sun City Center,
Florida
|
$24.1M
|
+$24M
|
+968,582
|
New
|
|
|
23
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$23.8M
|
+$23.7M
|
+955,587
|
New
|
|
|
24
|
Lido Advisors
Los Angeles,
California
|
$23.8M
|
–
|
–
|
–
|
|
|
25
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$23M
|
+$22.7M
|
+914,476
|
+8,621%
|
|
