|
1
|
Bank of America
Charlotte,
North Carolina
|
$191M
|
+$15.3M
|
+608,178
|
+9%
|
|
|
2
|
|
$88.4M
|
+$12.2M
|
+484,408
|
+16%
|
|
|
3
|
Capital Investment Advisors
Atlanta,
Georgia
|
$69.3M
|
+$5.42M
|
+215,938
|
+8%
|
|
|
4
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$67.2M
|
+$4.12M
|
+164,069
|
+6%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$53.5M
|
+$4.07M
|
+162,158
|
+8%
|
|
|
6
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$51.7M
|
-$31.5M
|
-1,255,487
|
-38%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$49.4M
|
+$4.62M
|
+183,775
|
+10%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$49.2M
|
+$2.34M
|
+93,055
|
+5%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$49.2M
|
+$49.6M
|
+1,975,838
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$42.3M
|
+$3.95M
|
+157,255
|
+10%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$40.4M
|
+$4.45M
|
+177,104
|
+12%
|
|
|
12
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$38.3M
|
+$1.85M
|
+73,607
|
+5%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$35.3M
|
+$5.61M
|
+223,570
|
+19%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$32.6M
|
+$1.85M
|
+73,812
|
+6%
|
|
|
15
|
Summitry LLC
Foster City,
California
|
$30.1M
|
+$30.3M
|
+1,208,359
|
New
|
|
|
16
|
Lido Advisors
Los Angeles,
California
|
$29.2M
|
+$10.2M
|
+406,365
|
+53%
|
|
|
17
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$28.9M
|
+$816K
|
+32,491
|
+3%
|
|
|
18
|
Sigma Investment Counselors
Northville,
Michigan
|
$27.7M
|
+$1.21M
|
+48,159
|
+5%
|
|
|
19
|
Klingman & Associates
New York
|
$27.1M
|
+$688K
|
+27,402
|
+3%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$27M
|
-$2.67M
|
-106,458
|
-9%
|
|
|
21
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$23.6M
|
+$654K
|
+26,036
|
+3%
|
|
|
22
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$23.1M
|
+$606K
|
+24,126
|
+3%
|
|
|
23
|
Howland Capital Management
Boston,
Massachusetts
|
$23.1M
|
+$5.16M
|
+205,504
|
+28%
|
|
|
24
|
RVW Wealth
Los Angeles,
California
|
$21.7M
|
+$1.58M
|
+62,756
|
+8%
|
|
|
25
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$21.5M
|
+$1.42M
|
+56,379
|
+7%
|
|
