|
1
|
Bank of America
Charlotte,
North Carolina
|
$155M
|
+$5.86M
|
+240,347
|
+4%
|
|
|
2
|
|
$83.3M
|
+$5.62M
|
+230,562
|
+7%
|
|
|
3
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$76.3M
|
+$2.43M
|
+99,756
|
+3%
|
|
|
4
|
NewEdge Advisors
New Orleans,
Louisiana
|
$69.4M
|
+$10.8M
|
+443,925
|
+18%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$67.5M
|
+$9.33M
|
+382,729
|
+16%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$49.7M
|
+$18.2M
|
+747,584
|
+58%
|
|
|
7
|
HM Payson & Co
Portland,
Maine
|
$41.7M
|
+$38.9M
|
+1,595,861
|
+1,407%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$37.6M
|
+$1.49M
|
+61,039
|
+4%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.7M
|
+$3.63M
|
+148,739
|
+11%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$36M
|
+$948K
|
+38,875
|
+3%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$33.6M
|
-$7.27M
|
-297,936
|
-18%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$32.2M
|
-$5.87M
|
-240,851
|
-15%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$31.3M
|
-$2.46M
|
-100,949
|
-7%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.8M
|
-$2.2M
|
-90,123
|
-8%
|
|
|
15
|
Sigma Investment Counselors
Northville,
Michigan
|
$24.3M
|
+$639K
|
+26,219
|
+3%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$23.9M
|
+$1.4M
|
+57,598
|
+6%
|
|
|
17
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$22.1M
|
+$3.96M
|
+162,335
|
+22%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$20.7M
|
–
|
–
|
–
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.3M
|
+$7.17M
|
+294,101
|
+59%
|
|
|
20
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$18.8M
|
+$18.9M
|
+773,021
|
New
|
|
|
21
|
RVW Wealth
Los Angeles,
California
|
$17.6M
|
-$1.43M
|
-58,660
|
-7%
|
|
|
22
|
Gateway Advisory
Westfield,
New Jersey
|
$17M
|
+$281K
|
+11,532
|
+2%
|
|
|
23
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$15.6M
|
+$712K
|
+29,172
|
+5%
|
|
|
24
|
Keeler Thomas Management
Orem,
Utah
|
$14.9M
|
-$13.9M
|
-567,856
|
Closed
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.4M
|
+$1.31M
|
+53,671
|
+10%
|
|
