|
1
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$455M
|
+$23.8M
|
+998,066
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$106M
|
+$6.37M
|
+267,435
|
+6%
|
|
|
3
|
|
$83.5M
|
-$16.8M
|
-703,261
|
-17%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$83.1M
|
+$1.61M
|
+67,487
|
+2%
|
|
|
5
|
HM Payson & Co
Portland,
Maine
|
$52.5M
|
+$52.5M
|
+2,201,207
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$49.2M
|
-$11.1M
|
-467,032
|
-18%
|
|
|
7
|
Campbell Wealth Management
Alexandria,
Virginia
|
$43M
|
+$1.16M
|
+48,676
|
+3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$40.2M
|
+$6.12M
|
+256,818
|
+18%
|
|
|
9
|
Hills Bank & Trust
North Liberty,
Iowa
|
$38M
|
+$8.06M
|
+338,367
|
+27%
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
$37.3M
|
-$13M
|
-545,154
|
-26%
|
|
|
11
|
InterOcean Capital Group
Nashville,
Tennessee
|
$36M
|
+$17.9M
|
+749,991
|
+99%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34M
|
+$2.53M
|
+106,152
|
+8%
|
|
|
13
|
Renaissance Technologies
New York
|
$31.6M
|
+$16.7M
|
+700,792
|
+113%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$30.6M
|
+$3.58M
|
+150,210
|
+13%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$28.6M
|
+$3.7M
|
+155,264
|
+15%
|
|
|
16
|
Capital Investment Advisors
Atlanta,
Georgia
|
$28.2M
|
-$1.06M
|
-44,357
|
-4%
|
|
|
17
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$27.7M
|
+$6.35M
|
+266,474
|
+30%
|
|
|
18
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$27.4M
|
+$10.2M
|
+427,299
|
+59%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$25.5M
|
-$11.6M
|
-486,786
|
-31%
|
|
|
20
|
Equitable Holdings
New York
|
$21.6M
|
+$5.71M
|
+239,805
|
+36%
|
|
|
21
|
Financial Strategies Group
Okemos,
Michigan
|
$21.5M
|
+$567K
|
+23,781
|
+3%
|
|
|
22
|
MV Capital Management
Bethesda,
Maryland
|
$21.1M
|
-$151K
|
-6,332
|
-0.7%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.3M
|
+$3.02M
|
+126,619
|
+19%
|
|
|
24
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$18.1M
|
+$2.59M
|
+108,607
|
+17%
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$17.4M
|
+$12.9M
|
+542,947
|
+291%
|
|
