|
1
|
Bank of America
Charlotte,
North Carolina
|
$180M
|
+$12.1M
|
+489,883
|
+7%
|
|
|
2
|
|
$81.1M
|
-$14.7M
|
-594,697
|
-15%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$71M
|
-$2.54M
|
-102,558
|
-3%
|
|
|
4
|
HM Payson & Co
Portland,
Maine
|
$62.2M
|
+$9.49M
|
+383,209
|
+18%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$59.3M
|
+$18.1M
|
+731,221
|
+44%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$49.1M
|
+$8.38M
|
+338,201
|
+21%
|
|
|
7
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$44.7M
|
+$3.66M
|
+147,980
|
+9%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$42.4M
|
+$2.9M
|
+116,986
|
+7%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$41.5M
|
-$3.29M
|
-132,873
|
-7%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$38.6M
|
+$656K
|
+26,485
|
+2%
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$38.4M
|
-$22.8M
|
-921,760
|
-37%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$37.9M
|
+$2.27M
|
+91,642
|
+6%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33.5M
|
+$9.44M
|
+380,989
|
+39%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$33.3M
|
+$1.33M
|
+53,739
|
+4%
|
|
|
15
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$26.6M
|
+$2.16M
|
+87,412
|
+9%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$25.9M
|
+$1.48M
|
+59,938
|
+6%
|
|
|
17
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$25.1M
|
+$1.8M
|
+72,581
|
+8%
|
|
|
18
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$24.9M
|
+$4.1M
|
+165,610
|
+20%
|
|
|
19
|
Sigma Investment Counselors
Northville,
Michigan
|
$24.2M
|
+$109K
|
+4,421
|
+0.5%
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$20.4M
|
+$2.66M
|
+107,327
|
+15%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$20.3M
|
-$1.21M
|
-48,916
|
-6%
|
|
|
22
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$19.4M
|
–
|
–
|
–
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.1M
|
+$2.2M
|
+89,011
|
+13%
|
|
|
24
|
Glenview Trust
Louisville,
Kentucky
|
$18.7M
|
+$2.33M
|
+93,927
|
+14%
|
|
|
25
|
Lido Advisors
Los Angeles,
California
|
$18.6M
|
–
|
–
|
–
|
|
