|
1
|
Bank of America
Charlotte,
North Carolina
|
$224M
|
+$6.07M
|
+250,794
|
+3%
|
|
|
2
|
|
$90.1M
|
-$13.6M
|
-561,141
|
-13%
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$87.3M
|
–
|
–
|
–
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$87M
|
+$18.4M
|
+759,242
|
+27%
|
|
|
5
|
HM Payson & Co
Portland,
Maine
|
$86.5M
|
+$8.8M
|
+363,350
|
+11%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$82.9M
|
+$12.2M
|
+502,039
|
+17%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$65.4M
|
+$1.61M
|
+66,574
|
+3%
|
|
|
8
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$43.8M
|
+$2.23M
|
+91,888
|
+5%
|
|
|
9
|
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
|
$43M
|
+$363K
|
+14,981
|
+0.9%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36.5M
|
+$1.06M
|
+43,656
|
+3%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$36.4M
|
+$2.22M
|
+91,867
|
+7%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$35.4M
|
+$2.04M
|
+84,190
|
+6%
|
|
|
13
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$33.2M
|
+$999K
|
+41,240
|
+3%
|
|
|
14
|
Howland Capital Management
Boston,
Massachusetts
|
$32.3M
|
+$2.28M
|
+94,302
|
+8%
|
|
|
15
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$31.3M
|
+$3.71M
|
+153,076
|
+13%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$30.5M
|
-$1.36M
|
-56,152
|
-4%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$30.4M
|
+$4.15M
|
+171,267
|
+16%
|
|
|
18
|
Sigma Investment Counselors
Northville,
Michigan
|
$28.6M
|
+$1.12M
|
+46,264
|
+4%
|
|
|
19
|
RVW Wealth
Los Angeles,
California
|
$27.6M
|
+$1.07M
|
+44,040
|
+4%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$27.3M
|
+$1.66M
|
+68,608
|
+7%
|
|
|
21
|
Shufro Rose & Co
New York
|
$26.3M
|
-$158K
|
-6,544
|
-0.6%
|
|
|
22
|
TABR Capital Management
Orange,
California
|
$26M
|
+$241K
|
+9,956
|
+0.9%
|
|
|
23
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$22.2M
|
–
|
–
|
–
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$22M
|
+$3.63M
|
+150,018
|
+20%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$21.6M
|
+$1.31M
|
+53,940
|
+6%
|
|
