|
1
|
Bank of America
Charlotte,
North Carolina
|
$120M
|
-$6.17M
|
-257,532
|
-5%
|
|
|
2
|
HM Payson & Co
Portland,
Maine
|
$89.7M
|
-$4.53M
|
-189,238
|
-5%
|
|
|
3
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$84.1M
|
-$487M
|
-20,354,027
|
-85%
|
|
|
4
|
|
$83.6M
|
-$4.21M
|
-175,681
|
-5%
|
|
|
5
|
Hills Bank & Trust
North Liberty,
Iowa
|
$46.7M
|
-$1.28M
|
-53,420
|
-3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$45.4M
|
-$5.63M
|
-234,920
|
-11%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$42M
|
-$11.2M
|
-466,024
|
-21%
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$37.6M
|
+$852K
|
+35,570
|
+2%
|
|
|
9
|
Renaissance Technologies
New York
|
$37.2M
|
-$76K
|
-3,173
|
-0.2%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$31.9M
|
-$14.7M
|
-615,271
|
-32%
|
|
|
11
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$28.8M
|
-$1.89M
|
-79,015
|
-6%
|
|
|
12
|
Capital Investment Advisors
Atlanta,
Georgia
|
$26.4M
|
-$3.29M
|
-137,188
|
-11%
|
|
|
13
|
First Western Trust Bank
Denver,
Colorado
|
$25.2M
|
-$7.35M
|
-306,754
|
-23%
|
|
|
14
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$21.7M
|
+$851K
|
+35,539
|
+4%
|
|
|
15
|
Campbell Wealth Management
Alexandria,
Virginia
|
$21.6M
|
+$848K
|
+35,396
|
+4%
|
|
|
16
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$20.9M
|
+$1.07M
|
+44,614
|
+5%
|
|
|
17
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$18.3M
|
-$16.4M
|
-686,006
|
-100%
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$18.2M
|
-$3.06M
|
-127,858
|
-14%
|
|
|
19
|
Horizon Advisory Services
West Henrietta,
New York
|
$17.4M
|
+$361K
|
+15,071
|
+2%
|
|
|
20
|
Delta Wealth Advisors
Indianapolis,
Indiana
|
$16.4M
|
-$90.8K
|
-3,792
|
-0.6%
|
|
|
21
|
MV Capital Management
Bethesda,
Maryland
|
$15.8M
|
-$5M
|
-208,920
|
-24%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$15.8M
|
-$5.15M
|
-215,171
|
-25%
|
|
|
23
|
Denver PWM
Denver,
Colorado
|
$15.6M
|
+$308K
|
+12,849
|
+2%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.5M
|
-$2.25M
|
-94,139
|
-13%
|
|
|
25
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$14.4M
|
-$3.6M
|
-150,155
|
-20%
|
|
