|
1
|
Bank of America
Charlotte,
North Carolina
|
$208M
|
+$8.37M
|
+329,228
|
+4%
|
|
|
2
|
|
$112M
|
+$8.26M
|
+325,179
|
+8%
|
|
|
3
|
Capital Investment Advisors
Atlanta,
Georgia
|
$87.2M
|
+$5.01M
|
+197,278
|
+6%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$84.6M
|
+$17.5M
|
+690,192
|
+26%
|
|
|
5
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$82M
|
+$3.75M
|
+147,529
|
+5%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$68M
|
+$3.14M
|
+123,510
|
+5%
|
|
|
7
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$66.5M
|
+$66.2M
|
+2,604,008
|
New
|
|
|
8
|
Lido Advisors
Los Angeles,
California
|
$61.4M
|
+$7.47M
|
+293,727
|
+14%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$57.4M
|
+$5.22M
|
+205,545
|
+10%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$50.7M
|
+$1.96M
|
+76,924
|
+4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$48.2M
|
+$3.2M
|
+125,906
|
+7%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$43.2M
|
+$1.92M
|
+75,454
|
+5%
|
|
|
13
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$41.5M
|
-$1.87M
|
-73,686
|
-4%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$41.5M
|
+$5.4M
|
+212,363
|
+15%
|
|
|
15
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$34.7M
|
+$788K
|
+30,987
|
+2%
|
|
|
16
|
Summitry LLC
Foster City,
California
|
$34.5M
|
+$456K
|
+17,944
|
+1%
|
|
|
17
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$32.3M
|
+$817K
|
+32,145
|
+3%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$31.1M
|
-$9.36M
|
-368,311
|
-23%
|
|
|
19
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$30.8M
|
+$2.66M
|
+104,623
|
+10%
|
|
|
20
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$30.7M
|
+$3.38M
|
+133,007
|
+12%
|
|
|
21
|
Sigma Investment Counselors
Northville,
Michigan
|
$30.5M
|
+$988K
|
+38,885
|
+3%
|
|
|
22
|
Klingman & Associates
New York
|
$29.6M
|
+$1.22M
|
+47,883
|
+4%
|
|
|
23
|
Howland Capital Management
Boston,
Massachusetts
|
$28.8M
|
+$2.77M
|
+109,146
|
+11%
|
|
|
24
|
RVW Wealth
Los Angeles,
California
|
$25M
|
+$351K
|
+13,791
|
+1%
|
|
|
25
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$24.3M
|
+$787K
|
+30,972
|
+3%
|
|
