|
1
|
Bank of America
Charlotte,
North Carolina
|
$218M
|
+$304K
|
+12,600
|
+0.1%
|
|
|
2
|
|
$104M
|
+$2.16M
|
+89,258
|
+2%
|
|
|
3
|
HM Payson & Co
Portland,
Maine
|
$77.5M
|
+$10.7M
|
+440,848
|
+16%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
$76M
|
–
|
–
|
–
|
|
|
5
|
LPL Financial
San Diego,
California
|
$70.6M
|
+$6.96M
|
+287,989
|
+11%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$68.4M
|
+$5.99M
|
+247,742
|
+10%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$63.6M
|
+$5.53M
|
+228,806
|
+10%
|
|
|
8
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$60.6M
|
+$2.96M
|
+122,483
|
+5%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$60.1M
|
+$3.74M
|
+154,712
|
+7%
|
|
|
10
|
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
|
$42.5M
|
+$204K
|
+8,426
|
+0.5%
|
|
|
11
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$41.5M
|
+$7.27M
|
+301,106
|
+21%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35.4M
|
-$445K
|
-18,412
|
-1%
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$34.1M
|
+$5.67M
|
+234,883
|
+20%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$33.3M
|
-$18.5M
|
-763,896
|
-36%
|
|
|
15
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$32.1M
|
+$663K
|
+27,431
|
+2%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$31.8M
|
-$569K
|
-23,535
|
-2%
|
|
|
17
|
Howland Capital Management
Boston,
Massachusetts
|
$30M
|
+$1.01M
|
+41,627
|
+3%
|
|
|
18
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$27.5M
|
+$1.19M
|
+49,274
|
+5%
|
|
|
19
|
Sigma Investment Counselors
Northville,
Michigan
|
$27.4M
|
+$755K
|
+31,247
|
+3%
|
|
|
20
|
RVW Wealth
Los Angeles,
California
|
$26.5M
|
+$1.7M
|
+70,253
|
+7%
|
|
|
21
|
Shufro Rose & Co
New York
|
$26.5M
|
-$380K
|
-15,719
|
-1%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$26.2M
|
+$247K
|
+10,220
|
+1%
|
|
|
23
|
TABR Capital Management
Orange,
California
|
$25.7M
|
+$506K
|
+20,930
|
+2%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$25.6M
|
+$184K
|
+7,627
|
+0.7%
|
|
|
25
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$23.5M
|
-$1.43M
|
-59,065
|
-6%
|
|
