|
1
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$572M
|
+$58.1M
|
+2,430,067
|
+11%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$126M
|
-$2.54M
|
-106,005
|
-2%
|
|
|
3
|
HM Payson & Co
Portland,
Maine
|
$94.2M
|
+$6.33M
|
+264,478
|
+7%
|
|
|
4
|
|
$87.7M
|
+$6.29M
|
+262,819
|
+8%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$53.2M
|
+$2.75M
|
+114,880
|
+5%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$51M
|
+$532K
|
+22,243
|
+1%
|
|
|
7
|
Hills Bank & Trust
North Liberty,
Iowa
|
$47.9M
|
+$1.79M
|
+75,012
|
+4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$46.6M
|
-$10.3M
|
-429,240
|
-18%
|
|
|
9
|
Renaissance Technologies
New York
|
$37.3M
|
-$5.93M
|
-247,957
|
-14%
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
$36.7M
|
+$650K
|
+27,169
|
+2%
|
|
|
11
|
First Western Trust Bank
Denver,
Colorado
|
$32.6M
|
+$3.11M
|
+130,201
|
+11%
|
|
|
12
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$30.6M
|
+$2M
|
+83,530
|
+7%
|
|
|
13
|
Capital Investment Advisors
Atlanta,
Georgia
|
$29.7M
|
-$165K
|
-6,913
|
-0.6%
|
|
|
14
|
Equitable Holdings
New York
|
$25M
|
+$1.64M
|
+68,530
|
+7%
|
|
|
15
|
Financial Strategies Group
Okemos,
Michigan
|
$21.7M
|
-$155K
|
-6,476
|
-0.7%
|
|
|
16
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$21.2M
|
+$356K
|
+14,889
|
+2%
|
|
|
17
|
Rockefeller Capital Management
New York
|
$20.9M
|
-$3.8M
|
-158,840
|
-15%
|
|
|
18
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$20.9M
|
+$2.13M
|
+88,953
|
+11%
|
|
|
19
|
MV Capital Management
Bethesda,
Maryland
|
$20.8M
|
-$56.9K
|
-2,381
|
-0.3%
|
|
|
20
|
Campbell Wealth Management
Alexandria,
Virginia
|
$20.8M
|
+$923K
|
+38,605
|
+5%
|
|
|
21
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$19.8M
|
+$1.33M
|
+55,716
|
+7%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18.5M
|
-$394K
|
-16,466
|
-2%
|
|
|
23
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$18M
|
+$17.7M
|
+740,476
|
+8,809%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.9M
|
+$686K
|
+28,669
|
+4%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.7M
|
+$2.47M
|
+103,425
|
+16%
|
|
