|
1
|
Bank of America
Charlotte,
North Carolina
|
$170M
|
+$144K
|
+6,170
|
+0.1%
|
|
|
2
|
|
$156M
|
+$27.7M
|
+1,184,482
|
+22%
|
|
|
3
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$148M
|
-$6.52M
|
-278,615
|
-4%
|
|
|
4
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$118M
|
+$6.67M
|
+284,961
|
+6%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$117M
|
-$13.5M
|
-577,630
|
-10%
|
|
|
6
|
Shufro Rose & Co
New York
|
$92.5M
|
+$4.05M
|
+172,923
|
+5%
|
|
|
7
|
Capital Investment Advisors
Atlanta,
Georgia
|
$89.9M
|
+$3.32M
|
+142,045
|
+4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$85.6M
|
+$3.94M
|
+168,505
|
+5%
|
|
|
9
|
Lido Advisors
Los Angeles,
California
|
$76M
|
+$43.1M
|
+1,842,015
|
+129%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$73.8M
|
+$5.16M
|
+220,560
|
+7%
|
|
|
11
|
HM Payson & Co
Portland,
Maine
|
$65.8M
|
+$15.6M
|
+665,136
|
+31%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$55.4M
|
+$5.84M
|
+249,463
|
+12%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$54.4M
|
+$3.72M
|
+158,957
|
+7%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$49.4M
|
+$529K
|
+22,623
|
+1%
|
|
|
15
|
Summitry LLC
Foster City,
California
|
$44.3M
|
+$1.6M
|
+68,495
|
+4%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$43.4M
|
+$2.18M
|
+93,272
|
+5%
|
|
|
17
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$41.1M
|
+$3.58M
|
+152,902
|
+9%
|
|
|
18
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$40.7M
|
+$146K
|
+6,227
|
+0.4%
|
|
|
19
|
Klingman & Associates
New York
|
$36.8M
|
+$975K
|
+41,673
|
+3%
|
|
|
20
|
Sigma Investment Counselors
Northville,
Michigan
|
$35.9M
|
+$666K
|
+28,455
|
+2%
|
|
|
21
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$35.1M
|
+$2.06M
|
+88,114
|
+6%
|
|
|
22
|
Venture Visionary Partners
Sylvania,
Ohio
|
$34.7M
|
+$3.32M
|
+142,049
|
+11%
|
|
|
23
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$27.5M
|
+$871K
|
+37,240
|
+3%
|
|
|
24
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$27.4M
|
+$5.64M
|
+241,000
|
+26%
|
|
|
25
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$27.1M
|
+$353K
|
+15,072
|
+1%
|
|
