|
1
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$402M
|
+$41.2M
|
+1,723,909
|
+11%
|
|
|
2
|
|
$102M
|
+$6.01M
|
+251,601
|
+6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$99.5M
|
+$4.72M
|
+197,814
|
+5%
|
|
|
4
|
Colony Group
Boston,
Massachusetts
|
$89.6M
|
+$1.5M
|
+62,858
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$82.2M
|
+$16.8M
|
+701,634
|
+25%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$60.4M
|
+$7.18M
|
+300,714
|
+13%
|
|
|
7
|
Rockefeller Capital Management
New York
|
$53M
|
+$4.23M
|
+177,244
|
+9%
|
|
|
8
|
Capital Investment Advisors
Atlanta,
Georgia
|
$52.2M
|
+$5.06M
|
+211,779
|
+11%
|
|
|
9
|
Freestone Capital Holdings
Seattle,
Washington
|
$42.6M
|
+$42.7M
|
+1,788,381
|
New
|
|
|
10
|
Campbell Wealth Management
Alexandria,
Virginia
|
$42M
|
+$2.37M
|
+99,395
|
+6%
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$40.4M
|
-$8.53M
|
-357,094
|
-17%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$29.5M
|
+$7.36M
|
+308,100
|
+33%
|
|
|
13
|
Summitry LLC
Foster City,
California
|
$27.6M
|
+$722K
|
+30,252
|
+3%
|
|
|
14
|
MV Capital Management
Bethesda,
Maryland
|
$26.9M
|
+$927K
|
+38,815
|
+4%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$23M
|
+$7.24M
|
+303,119
|
+46%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$21.8M
|
+$322K
|
+13,502
|
+1%
|
|
|
17
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$19.1M
|
+$2.15M
|
+90,035
|
+13%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.9M
|
+$5.11M
|
+213,959
|
+37%
|
|
|
19
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$15.6M
|
+$4.04M
|
+169,092
|
+35%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.2M
|
+$468K
|
+19,616
|
+3%
|
|
|
21
|
Insight 2811 Inc
Chicago,
Illinois
|
$15.2M
|
-$540K
|
-22,625
|
-3%
|
|
|
22
|
Day & Ennis
Macon,
Georgia
|
$14.1M
|
+$1.9M
|
+79,606
|
+16%
|
|
|
23
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$13.7M
|
+$5.64M
|
+236,112
|
+70%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$13.2M
|
-$85.1K
|
-3,563
|
-0.6%
|
|
|
25
|
Oppenheimer Asset Management
New York
|
$13.1M
|
-$171K
|
-7,161
|
-1%
|
|
