|
1
|
Bank of America
Charlotte,
North Carolina
|
$237M
|
+$13.1M
|
+541,582
|
+6%
|
|
|
2
|
HM Payson & Co
Portland,
Maine
|
$104M
|
+$17.5M
|
+723,189
|
+20%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$100M
|
+$13.5M
|
+555,719
|
+16%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$98.1M
|
+$15.4M
|
+634,858
|
+19%
|
|
|
5
|
|
$94M
|
+$4.13M
|
+170,157
|
+5%
|
|
|
6
|
Lido Advisors
Los Angeles,
California
|
$87M
|
–
|
–
|
–
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$78.5M
|
+$13.3M
|
+550,268
|
+20%
|
|
|
8
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$70.7M
|
+$34.4M
|
+1,418,828
|
+95%
|
|
|
9
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$48.8M
|
+$5.11M
|
+210,605
|
+12%
|
|
|
10
|
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
|
$43M
|
+$108K
|
+4,441
|
+0.3%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$36M
|
+$729K
|
+30,076
|
+2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36M
|
-$413K
|
-17,037
|
-1%
|
|
|
13
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$34.8M
|
+$1.7M
|
+70,236
|
+5%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$34.1M
|
+$6.93M
|
+285,759
|
+25%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$33.8M
|
+$3.5M
|
+144,467
|
+12%
|
|
|
16
|
Howland Capital Management
Boston,
Massachusetts
|
$32.5M
|
+$238K
|
+9,812
|
+0.7%
|
|
|
17
|
RVW Wealth
Los Angeles,
California
|
$31.9M
|
+$4.42M
|
+182,386
|
+16%
|
|
|
18
|
Focus Partners Wealth
Boston,
Massachusetts
|
$31.5M
|
+$12M
|
+494,126
|
+61%
|
|
|
19
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$31M
|
-$242K
|
-9,964
|
-0.8%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$29.5M
|
-$949K
|
-39,159
|
-3%
|
|
|
21
|
Sigma Investment Counselors
Northville,
Michigan
|
$29.2M
|
+$703K
|
+29,008
|
+2%
|
|
|
22
|
Shufro Rose & Co
New York
|
$28.9M
|
+$2.53M
|
+104,556
|
+10%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$26.1M
|
+$4.53M
|
+186,733
|
+21%
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$25.4M
|
+$3.43M
|
+141,543
|
+16%
|
|
|
25
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$25.2M
|
–
|
–
|
–
|
|
