|
1
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$431M
|
+$28M
|
+1,175,126
|
+7%
|
|
|
2
|
|
$100M
|
-$2.09M
|
-87,749
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$100M
|
+$368K
|
+15,449
|
+0.4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$81.4M
|
-$923K
|
-38,803
|
-1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$60.3M
|
-$167K
|
-7,018
|
-0.3%
|
|
|
6
|
NewEdge Advisors
New Orleans,
Louisiana
|
$50.2M
|
+$9.76M
|
+410,308
|
+24%
|
|
|
7
|
Campbell Wealth Management
Alexandria,
Virginia
|
$41.8M
|
-$341K
|
-14,327
|
-0.8%
|
|
|
8
|
Bailard
Foster City,
California
|
$38.9M
|
+$38.9M
|
+1,633,576
|
New
|
|
|
9
|
Rockefeller Capital Management
New York
|
$37.1M
|
-$15.9M
|
-668,374
|
-30%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$34.1M
|
+$4.48M
|
+188,182
|
+15%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$31.5M
|
+$18.7M
|
+786,362
|
+148%
|
|
|
12
|
Hills Bank & Trust
North Liberty,
Iowa
|
$29.9M
|
+$20.4M
|
+855,833
|
+215%
|
|
|
13
|
Capital Investment Advisors
Atlanta,
Georgia
|
$29.2M
|
-$23M
|
-966,497
|
-44%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$27M
|
+$3.94M
|
+165,485
|
+17%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$24.9M
|
+$3.03M
|
+127,553
|
+14%
|
|
|
16
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$21.4M
|
+$2.19M
|
+91,944
|
+11%
|
|
|
17
|
MV Capital Management
Bethesda,
Maryland
|
$21.2M
|
-$5.76M
|
-242,172
|
-21%
|
|
|
18
|
Financial Strategies Group
Okemos,
Michigan
|
$20.8M
|
+$20.8M
|
+874,312
|
New
|
|
|
19
|
Summitry LLC
Foster City,
California
|
$20.6M
|
-$7.05M
|
-296,355
|
-26%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.3M
|
+$371K
|
+15,605
|
+2%
|
|
|
21
|
InterOcean Capital Group
Nashville,
Tennessee
|
$18.1M
|
+$13.7M
|
+577,977
|
+322%
|
|
|
22
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$17.2M
|
+$17M
|
+715,447
|
+13,453%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.3M
|
+$5.1M
|
+214,508
|
+46%
|
|
|
24
|
Equitable Holdings
New York
|
$15.9M
|
+$15.4M
|
+645,376
|
+3,060%
|
|
|
25
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$15.9M
|
+$241K
|
+10,133
|
+2%
|
|
