|
1
|
Bank of America
Charlotte,
North Carolina
|
$237M
|
+$450K
|
+18,565
|
+0.2%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$113M
|
–
|
–
|
–
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$104M
|
+$3.31M
|
+136,681
|
+3%
|
|
|
4
|
HM Payson & Co
Portland,
Maine
|
$102M
|
-$2.24M
|
-92,641
|
-2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$98M
|
-$61.7K
|
-2,546
|
-0.1%
|
|
|
6
|
|
$90.9M
|
-$3.11M
|
-128,309
|
-3%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$64.6M
|
-$13.9M
|
-573,601
|
-18%
|
|
|
8
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$48M
|
-$777K
|
-32,045
|
-2%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$40.8M
|
+$6.67M
|
+275,437
|
+20%
|
|
|
10
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$37.4M
|
-$33.3M
|
-1,373,141
|
-47%
|
|
|
11
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$36.3M
|
+$1.45M
|
+59,966
|
+4%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35.3M
|
-$710K
|
-29,287
|
-2%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$35M
|
-$970K
|
-40,043
|
-3%
|
|
|
14
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$33.8M
|
+$2.77M
|
+114,491
|
+9%
|
|
|
15
|
Howland Capital Management
Boston,
Massachusetts
|
$32.2M
|
-$295K
|
-12,174
|
-0.9%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$31.9M
|
-$33.8M
|
-1,396,686
|
Closed
|
|
|
17
|
Shufro Rose & Co
New York
|
$30.1M
|
+$1.28M
|
+52,768
|
+4%
|
|
|
18
|
Focus Partners Wealth
Boston,
Massachusetts
|
$29.9M
|
-$1.63M
|
-67,157
|
-5%
|
|
|
19
|
Sigma Investment Counselors
Northville,
Michigan
|
$28M
|
-$1.16M
|
-47,916
|
-4%
|
|
|
20
|
RVW Wealth
Los Angeles,
California
|
$27.6M
|
-$4.31M
|
-177,816
|
-13%
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$27M
|
+$1.64M
|
+67,716
|
+6%
|
|
|
22
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$27M
|
–
|
–
|
–
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$25M
|
+$4.39M
|
+181,111
|
+21%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$24.8M
|
-$4.65M
|
-191,959
|
-16%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$24.7M
|
-$1.43M
|
-59,185
|
-5%
|
|
