|
1
|
Bank of America
Charlotte,
North Carolina
|
$182M
|
+$8.66M
|
+345,043
|
+5%
|
|
|
2
|
|
$95.2M
|
-$8.16M
|
-324,963
|
-8%
|
|
|
3
|
HM Payson & Co
Portland,
Maine
|
$82.7M
|
+$6.16M
|
+245,510
|
+8%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$72.8M
|
-$7.15M
|
-284,930
|
-9%
|
|
|
5
|
Lido Advisors
Los Angeles,
California
|
$66.4M
|
–
|
–
|
–
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$62.4M
|
+$3.13M
|
+124,831
|
+5%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$62M
|
+$7.35M
|
+292,780
|
+13%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$60.5M
|
+$4.12M
|
+164,184
|
+7%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$58.3M
|
+$2.84M
|
+113,022
|
+5%
|
|
|
10
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$52.4M
|
+$1.45M
|
+57,879
|
+3%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$41.4M
|
+$7.11M
|
+283,175
|
+21%
|
|
|
12
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$35.9M
|
–
|
–
|
–
|
|
|
13
|
Renaissance Technologies
New York
|
$34.9M
|
+$2.37M
|
+94,457
|
+7%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$34.1M
|
+$1.4M
|
+55,924
|
+4%
|
|
|
15
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$31.1M
|
+$1.06M
|
+42,203
|
+4%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.9M
|
-$3.62M
|
-144,343
|
-11%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$27.2M
|
-$12.5M
|
-496,406
|
-31%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$26.9M
|
-$5.23M
|
-208,443
|
-16%
|
|
|
19
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$26.3M
|
+$2.37M
|
+94,428
|
+10%
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$26M
|
-$1.09M
|
-43,336
|
-4%
|
|
|
21
|
Howland Capital Management
Boston,
Massachusetts
|
$24.9M
|
+$661K
|
+26,341
|
+3%
|
|
|
22
|
Sigma Investment Counselors
Northville,
Michigan
|
$24.2M
|
-$1.39M
|
-55,255
|
-5%
|
|
|
23
|
RVW Wealth
Los Angeles,
California
|
$24.2M
|
+$191K
|
+7,620
|
+0.8%
|
|
|
24
|
US Bancorp
Minneapolis,
Minnesota
|
$23.9M
|
-$7.09M
|
-282,495
|
-23%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$23.8M
|
+$2.81M
|
+111,721
|
+13%
|
|
