|
1
|
Bank of America
Charlotte,
North Carolina
|
$217M
|
+$13.5M
|
+560,245
|
+7%
|
|
|
2
|
|
$101M
|
+$5.08M
|
+210,718
|
+5%
|
|
|
3
|
HM Payson & Co
Portland,
Maine
|
$66.7M
|
+$13M
|
+537,517
|
+24%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
$66.7M
|
–
|
–
|
–
|
|
|
5
|
LPL Financial
San Diego,
California
|
$63.5M
|
+$8.06M
|
+333,808
|
+15%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$62.3M
|
+$8.96M
|
+371,132
|
+17%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$58M
|
+$8.14M
|
+337,228
|
+16%
|
|
|
8
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$57.6M
|
+$3.83M
|
+158,527
|
+7%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$56.2M
|
+$384K
|
+15,905
|
+0.7%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$51.7M
|
-$51.6M
|
-2,137,101
|
-50%
|
|
|
11
|
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
|
$42.2M
|
+$42.1M
|
+1,744,976
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35.8M
|
+$5.41M
|
+224,255
|
+18%
|
|
|
13
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$34.1M
|
+$2.47M
|
+102,347
|
+8%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$32.3M
|
-$37.8M
|
-1,564,994
|
-54%
|
|
|
15
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$31.4M
|
+$952K
|
+39,467
|
+3%
|
|
|
16
|
Howland Capital Management
Boston,
Massachusetts
|
$28.9M
|
-$104K
|
-4,327
|
-0.4%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$28.4M
|
+$6.88M
|
+285,311
|
+32%
|
|
|
18
|
Shufro Rose & Co
New York
|
$26.8M
|
-$8.16M
|
-338,080
|
-23%
|
|
|
19
|
Sigma Investment Counselors
Northville,
Michigan
|
$26.6M
|
+$613K
|
+25,418
|
+2%
|
|
|
20
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$26.3M
|
+$2.39M
|
+99,007
|
+10%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$25.9M
|
+$25.8M
|
+1,070,732
|
New
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$25.3M
|
+$5.15M
|
+213,618
|
+26%
|
|
|
23
|
TABR Capital Management
Orange,
California
|
$25.2M
|
+$761K
|
+31,542
|
+3%
|
|
|
24
|
Renaissance Technologies
New York
|
$25M
|
+$11M
|
+454,208
|
+78%
|
|
|
25
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$24.9M
|
-$145K
|
-6,027
|
-0.6%
|
|
