|
1
|
Bank of America
Charlotte,
North Carolina
|
$173M
|
+$9.94M
|
+396,825
|
+6%
|
|
|
2
|
|
$103M
|
+$10.7M
|
+426,159
|
+12%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$79.6M
|
+$636K
|
+25,372
|
+0.8%
|
|
|
4
|
HM Payson & Co
Portland,
Maine
|
$76.2M
|
+$7.02M
|
+280,278
|
+10%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$59M
|
+$4.73M
|
+188,943
|
+9%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$56.1M
|
+$7.7M
|
+307,439
|
+16%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$55.3M
|
+$55.3M
|
+2,205,709
|
New
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$54.4M
|
-$2.08M
|
-83,130
|
-4%
|
|
|
9
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$50.7M
|
+$10.7M
|
+425,379
|
+27%
|
|
|
10
|
Lido Advisors
Los Angeles,
California
|
$46.2M
|
–
|
–
|
–
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$39.5M
|
-$1.95M
|
-77,804
|
-5%
|
|
|
12
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$34.8M
|
–
|
–
|
–
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$34.1M
|
+$9.86M
|
+393,579
|
+41%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$32.6M
|
+$7.35M
|
+293,381
|
+29%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32.4M
|
-$1.19M
|
-47,499
|
-4%
|
|
|
16
|
Renaissance Technologies
New York
|
$32.4M
|
+$14.8M
|
+589,708
|
+84%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$32M
|
-$3.51M
|
-140,017
|
-10%
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
$30.9M
|
-$2.03M
|
-81,086
|
-6%
|
|
|
19
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$29.9M
|
+$831K
|
+33,163
|
+3%
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$26.9M
|
+$1.79M
|
+71,568
|
+7%
|
|
|
21
|
Sigma Investment Counselors
Northville,
Michigan
|
$25.5M
|
+$669K
|
+26,694
|
+3%
|
|
|
22
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$24.8M
|
+$13.3M
|
+529,208
|
+115%
|
|
|
23
|
Howland Capital Management
Boston,
Massachusetts
|
$24.1M
|
+$1.52M
|
+60,818
|
+7%
|
|
|
24
|
RVW Wealth
Los Angeles,
California
|
$24M
|
+$2.26M
|
+90,275
|
+10%
|
|
|
25
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$23.8M
|
-$2.87M
|
-114,527
|
-11%
|
|
