|
1
|
Bank of America
Charlotte,
North Carolina
|
$199M
|
+$1.2M
|
+47,693
|
+0.6%
|
|
|
2
|
|
$103M
|
+$7.76M
|
+307,887
|
+8%
|
|
|
3
|
Capital Investment Advisors
Atlanta,
Georgia
|
$81.8M
|
+$5.81M
|
+230,479
|
+8%
|
|
|
4
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$77.9M
|
+$3.66M
|
+145,066
|
+5%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$66.9M
|
+$6.66M
|
+264,471
|
+11%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$64.6M
|
+$6.07M
|
+240,900
|
+10%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$59.1M
|
+$2.76M
|
+109,407
|
+5%
|
|
|
8
|
Lido Advisors
Los Angeles,
California
|
$53.7M
|
+$6.09M
|
+241,583
|
+13%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$52M
|
-$2.13M
|
-84,512
|
-4%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$48.5M
|
+$2.2M
|
+87,304
|
+5%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$44.8M
|
-$1.54M
|
-61,125
|
-3%
|
|
|
12
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$43.2M
|
+$1.55M
|
+61,535
|
+4%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$41.1M
|
+$2.59M
|
+102,773
|
+7%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$40.3M
|
+$756K
|
+30,001
|
+2%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$35.9M
|
+$1.23M
|
+48,723
|
+4%
|
|
|
16
|
Summitry LLC
Foster City,
California
|
$33.9M
|
+$1.52M
|
+60,228
|
+5%
|
|
|
17
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$33.8M
|
+$7.94M
|
+315,158
|
+31%
|
|
|
18
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$31.3M
|
+$534K
|
+21,202
|
+2%
|
|
|
19
|
Sigma Investment Counselors
Northville,
Michigan
|
$29.3M
|
+$702K
|
+27,853
|
+2%
|
|
|
20
|
Klingman & Associates
New York
|
$28.3M
|
+$370K
|
+14,685
|
+1%
|
|
|
21
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$28M
|
+$3.74M
|
+148,478
|
+16%
|
|
|
22
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$27.2M
|
+$1.04M
|
+41,210
|
+4%
|
|
|
23
|
Howland Capital Management
Boston,
Massachusetts
|
$25.9M
|
+$1.55M
|
+61,635
|
+6%
|
|
|
24
|
RVW Wealth
Los Angeles,
California
|
$24.6M
|
+$1.95M
|
+77,283
|
+9%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$24.3M
|
+$14.7M
|
+584,601
|
+157%
|
|
