|
1
|
Bank of America
Charlotte,
North Carolina
|
$227M
|
+$7.11M
|
+279,407
|
+3%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$134M
|
-$89.9M
|
-3,534,939
|
-40%
|
|
|
3
|
|
$118M
|
+$1.57M
|
+61,684
|
+1%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
$113M
|
+$52.3M
|
+2,056,180
|
+85%
|
|
|
5
|
Capital Investment Advisors
Atlanta,
Georgia
|
$95.1M
|
+$3.09M
|
+121,540
|
+3%
|
|
|
6
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$89.5M
|
+$5.83M
|
+229,399
|
+7%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$89.3M
|
+$12.5M
|
+490,969
|
+16%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$79M
|
+$3.63M
|
+142,572
|
+5%
|
|
|
9
|
HM Payson & Co
Portland,
Maine
|
$74.5M
|
+$16.5M
|
+650,115
|
+28%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$63.7M
|
+$6.32M
|
+248,583
|
+11%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$46.8M
|
-$173K
|
-6,809
|
-0.4%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$44.9M
|
-$925K
|
-36,377
|
-2%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$41.4M
|
+$712K
|
+28,014
|
+2%
|
|
|
14
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$41.1M
|
-$53.7K
|
-2,113
|
-0.1%
|
|
|
15
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$39.6M
|
+$2.96M
|
+116,564
|
+8%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37.2M
|
+$5.24M
|
+206,026
|
+16%
|
|
|
17
|
Summitry LLC
Foster City,
California
|
$36.8M
|
+$1.57M
|
+61,678
|
+4%
|
|
|
18
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$36.4M
|
+$831K
|
+32,694
|
+2%
|
|
|
19
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$34.8M
|
+$1.8M
|
+70,754
|
+5%
|
|
|
20
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$33.1M
|
+$2.8M
|
+110,024
|
+9%
|
|
|
21
|
Klingman & Associates
New York
|
$33M
|
+$954K
|
+37,530
|
+3%
|
|
|
22
|
Sigma Investment Counselors
Northville,
Michigan
|
$32.4M
|
+$746K
|
+29,336
|
+2%
|
|
|
23
|
Howland Capital Management
Boston,
Massachusetts
|
$31.2M
|
+$1.02M
|
+40,109
|
+3%
|
|
|
24
|
RVW Wealth
Los Angeles,
California
|
$29.4M
|
+$1.79M
|
+70,569
|
+6%
|
|
|
25
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$26.7M
|
+$1.56M
|
+61,386
|
+6%
|
|
