|
1
|
Bank of America
Charlotte,
North Carolina
|
$170M
|
+$9.57M
|
+388,198
|
+6%
|
|
|
2
|
|
$68.8M
|
+$9.08M
|
+368,374
|
+15%
|
|
|
3
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$59.8M
|
+$14.9M
|
+604,550
|
+33%
|
|
|
4
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$59.4M
|
+$3.02M
|
+122,590
|
+5%
|
|
|
5
|
Capital Investment Advisors
Atlanta,
Georgia
|
$59.3M
|
+$4.97M
|
+201,624
|
+9%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$43.9M
|
+$2.46M
|
+99,689
|
+6%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$41.7M
|
+$2.3M
|
+93,383
|
+6%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36.3M
|
-$1.17M
|
-47,659
|
-3%
|
|
|
9
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$33.9M
|
+$2.17M
|
+88,212
|
+7%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$33.6M
|
-$985K
|
-39,938
|
-3%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$33M
|
+$3.1M
|
+125,850
|
+10%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$28.1M
|
+$3.14M
|
+127,461
|
+13%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$28M
|
+$1.73M
|
+70,034
|
+7%
|
|
|
14
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$26.9M
|
+$772K
|
+31,295
|
+3%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$26.4M
|
+$1.98M
|
+80,117
|
+8%
|
|
|
16
|
Klingman & Associates
New York
|
$26.2M
|
-$946K
|
-38,374
|
-4%
|
|
|
17
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$26M
|
+$3.85M
|
+156,316
|
+18%
|
|
|
18
|
Sigma Investment Counselors
Northville,
Michigan
|
$25.6M
|
+$555K
|
+22,500
|
+2%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$24.6M
|
+$2.02M
|
+82,083
|
+9%
|
|
|
20
|
Gateway Advisory
Westfield,
New Jersey
|
$20.6M
|
+$1.24M
|
+50,183
|
+6%
|
|
|
21
|
RVW Wealth
Los Angeles,
California
|
$18.1M
|
+$2.04M
|
+82,835
|
+13%
|
|
|
22
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$17M
|
+$6.12M
|
+248,268
|
+57%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$16.7M
|
-$493K
|
-20,000
|
-3%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$16.5M
|
+$936K
|
+37,957
|
+6%
|
|
|
25
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$16M
|
+$942K
|
+38,201
|
+6%
|
|
