|
1
|
Bank of America
Charlotte,
North Carolina
|
$171M
|
-$10.8M
|
-429,002
|
-6%
|
|
|
2
|
|
$95.3M
|
+$4.6K
|
+183
|
+0%
|
|
|
3
|
HM Payson & Co
Portland,
Maine
|
$78.5M
|
-$4.22M
|
-168,187
|
-5%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
$74.9M
|
–
|
–
|
–
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$66.8M
|
-$6.04M
|
-240,480
|
-8%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$60.9M
|
+$284K
|
+11,309
|
+0.5%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$60.5M
|
+$2.09M
|
+83,170
|
+4%
|
|
|
8
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$46M
|
-$6.4M
|
-254,672
|
-12%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$45.2M
|
+$3.76M
|
+149,808
|
+9%
|
|
|
10
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$32.9M
|
–
|
–
|
–
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$32.3M
|
-$1.84M
|
-73,215
|
-5%
|
|
|
12
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$31.8M
|
+$640K
|
+25,498
|
+2%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.5M
|
-$1.51M
|
-60,260
|
-5%
|
|
|
14
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$27.4M
|
+$1.13M
|
+44,905
|
+4%
|
|
|
15
|
RVW Wealth
Los Angeles,
California
|
$25.4M
|
+$1.12M
|
+44,605
|
+5%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$25.4M
|
-$1.58M
|
-62,807
|
-6%
|
|
|
17
|
Howland Capital Management
Boston,
Massachusetts
|
$24.6M
|
-$265K
|
-10,543
|
-1%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$23.6M
|
+$1.33M
|
+53,022
|
+6%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$23.2M
|
-$617K
|
-24,573
|
-3%
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$22.9M
|
-$3.06M
|
-121,676
|
-12%
|
|
|
21
|
Glenview Trust
Louisville,
Kentucky
|
$22.7M
|
-$853K
|
-33,974
|
-4%
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
$22.3M
|
-$1.6M
|
-63,508
|
-7%
|
|
|
23
|
Sigma Investment Counselors
Northville,
Michigan
|
$22.3M
|
-$1.97M
|
-78,494
|
-8%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$22.1M
|
-$5.07M
|
-201,942
|
-19%
|
|
|
25
|
Focus Partners Wealth
Boston,
Massachusetts
|
$21M
|
+$20.9M
|
+832,177
|
New
|
|
