|
1
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$513M
|
+$56.3M
|
+2,356,332
|
+12%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$128M
|
+$21.2M
|
+886,697
|
+20%
|
|
|
3
|
HM Payson & Co
Portland,
Maine
|
$87.7M
|
+$34.9M
|
+1,462,011
|
+66%
|
|
|
4
|
|
$81.3M
|
-$2.43M
|
-101,462
|
-3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$56.8M
|
-$26.5M
|
-1,109,147
|
-32%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$50.4M
|
+$10M
|
+419,125
|
+25%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$50.3M
|
+$950K
|
+39,741
|
+2%
|
|
|
8
|
Hills Bank & Trust
North Liberty,
Iowa
|
$46.1M
|
+$7.93M
|
+331,911
|
+21%
|
|
|
9
|
Renaissance Technologies
New York
|
$43.2M
|
+$11.5M
|
+480,189
|
+36%
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
$36M
|
-$1.38M
|
-57,666
|
-4%
|
|
|
11
|
InterOcean Capital Group
Nashville,
Tennessee
|
$35.6M
|
-$451K
|
-18,877
|
-1%
|
|
|
12
|
Capital Investment Advisors
Atlanta,
Georgia
|
$29.8M
|
+$1.49M
|
+62,159
|
+5%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.8M
|
-$4.35M
|
-181,827
|
-13%
|
|
|
14
|
First Western Trust Bank
Denver,
Colorado
|
$29.4M
|
+$29.4M
|
+1,228,136
|
New
|
|
|
15
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$28.6M
|
+$770K
|
+32,208
|
+3%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$27.9M
|
-$2.81M
|
-117,736
|
-9%
|
|
|
17
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$27.5M
|
+$54.3K
|
+2,272
|
+0.2%
|
|
|
18
|
Rockefeller Capital Management
New York
|
$24.7M
|
-$927K
|
-38,776
|
-4%
|
|
|
19
|
Equitable Holdings
New York
|
$23.4M
|
+$1.65M
|
+69,216
|
+8%
|
|
|
20
|
Financial Strategies Group
Okemos,
Michigan
|
$21.9M
|
+$422K
|
+17,667
|
+2%
|
|
|
21
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$20.8M
|
+$2.7M
|
+112,947
|
+15%
|
|
|
22
|
MV Capital Management
Bethesda,
Maryland
|
$20.8M
|
-$357K
|
-14,921
|
-2%
|
|
|
23
|
Campbell Wealth Management
Alexandria,
Virginia
|
$19.8M
|
-$23.3M
|
-973,089
|
-54%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18.9M
|
+$2.2M
|
+92,188
|
+13%
|
|
|
25
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$18.7M
|
+$3.56M
|
+149,043
|
+24%
|
|
