|
1
|
Bank of America
Charlotte,
North Carolina
|
$241M
|
+$14.5M
|
+575,674
|
+6%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$140M
|
+$6.24M
|
+247,070
|
+5%
|
|
|
3
|
|
$122M
|
+$4.22M
|
+167,067
|
+4%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
$107M
|
-$6.34M
|
-250,942
|
-6%
|
|
|
5
|
Capital Investment Advisors
Atlanta,
Georgia
|
$98.2M
|
+$3.48M
|
+137,630
|
+4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$95.2M
|
+$6.23M
|
+246,680
|
+7%
|
|
|
7
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$90.2M
|
+$993K
|
+39,318
|
+1%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$83.7M
|
+$4.98M
|
+197,303
|
+6%
|
|
|
9
|
HM Payson & Co
Portland,
Maine
|
$80.2M
|
+$5.92M
|
+234,281
|
+8%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$73.1M
|
+$9.67M
|
+382,899
|
+15%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$46M
|
+$1.19M
|
+47,001
|
+3%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$43.4M
|
+$2.1M
|
+83,253
|
+5%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$42.3M
|
+$5.25M
|
+207,781
|
+14%
|
|
|
14
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$42.1M
|
+$2.63M
|
+103,999
|
+7%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$41M
|
-$5.68M
|
-224,819
|
-12%
|
|
|
16
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$38.4M
|
+$2.16M
|
+85,396
|
+6%
|
|
|
17
|
Summitry LLC
Foster City,
California
|
$38.1M
|
+$1.37M
|
+54,250
|
+4%
|
|
|
18
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$36.7M
|
-$4.3M
|
-170,411
|
-10%
|
|
|
19
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$35.6M
|
+$968K
|
+38,343
|
+3%
|
|
|
20
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$35.1M
|
+$2.08M
|
+82,506
|
+6%
|
|
|
21
|
Sigma Investment Counselors
Northville,
Michigan
|
$33.8M
|
+$1.48M
|
+58,562
|
+5%
|
|
|
22
|
Howland Capital Management
Boston,
Massachusetts
|
$33.1M
|
+$1.99M
|
+78,880
|
+6%
|
|
|
23
|
Klingman & Associates
New York
|
$32.7M
|
-$240K
|
-9,498
|
-0.7%
|
|
|
24
|
RVW Wealth
Los Angeles,
California
|
$30.5M
|
+$1.2M
|
+47,454
|
+4%
|
|
|
25
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$27.5M
|
+$913K
|
+36,172
|
+3%
|
|
