|
1
|
Bank of America
Charlotte,
North Carolina
|
$162M
|
+$15M
|
+603,506
|
+10%
|
|
|
2
|
|
$60M
|
-$47M
|
-1,889,489
|
-44%
|
|
|
3
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$56.7M
|
+$5.01M
|
+201,487
|
+10%
|
|
|
4
|
Capital Investment Advisors
Atlanta,
Georgia
|
$54.6M
|
+$5.09M
|
+204,590
|
+10%
|
|
|
5
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$45M
|
-$9.25M
|
-371,502
|
-17%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$41.7M
|
+$10.6M
|
+425,691
|
+34%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$41.7M
|
+$7.6M
|
+305,200
|
+22%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37.7M
|
+$5.34M
|
+214,598
|
+17%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$34.8M
|
+$6.68M
|
+268,309
|
+24%
|
|
|
10
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$31.9M
|
+$2.52M
|
+101,190
|
+9%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$30M
|
+$5.29M
|
+212,632
|
+21%
|
|
|
12
|
Klingman & Associates
New York
|
$27.3M
|
+$569K
|
+22,849
|
+2%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$26.4M
|
+$9.68M
|
+388,920
|
+58%
|
|
|
14
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$25.6M
|
+$24.6M
|
+989,168
|
+1,727%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$25.2M
|
+$2.35M
|
+94,575
|
+10%
|
|
|
16
|
Sigma Investment Counselors
Northville,
Michigan
|
$25.1M
|
+$685K
|
+27,535
|
+3%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$24.6M
|
+$6.2M
|
+249,176
|
+34%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$22.7M
|
+$1.47M
|
+59,053
|
+7%
|
|
|
19
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$22.2M
|
+$1.59M
|
+63,809
|
+8%
|
|
|
20
|
Gateway Advisory
Westfield,
New Jersey
|
$19.4M
|
+$971K
|
+39,009
|
+5%
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
$17.3M
|
+$17.3M
|
+693,322
|
New
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
$16.3M
|
-$120K
|
-4,837
|
-0.7%
|
|
|
23
|
RVW Wealth
Los Angeles,
California
|
$16.1M
|
+$317K
|
+12,756
|
+2%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$15.6M
|
+$522K
|
+20,974
|
+3%
|
|
|
25
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$15.3M
|
-$9.22M
|
-370,390
|
-38%
|
|
