|
1
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$322M
|
+$29.8M
|
+1,281,959
|
+10%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$91M
|
+$39.2M
|
+1,685,376
|
+75%
|
|
|
3
|
|
$88.1M
|
+$3.02M
|
+129,792
|
+4%
|
|
|
4
|
HM Payson & Co
Portland,
Maine
|
$77M
|
+$69.7M
|
+2,996,670
|
+945%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$73.6M
|
+$14.7M
|
+634,477
|
+25%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$70.8M
|
+$714K
|
+30,706
|
+1%
|
|
|
7
|
GLOBALT Investments
Atlanta,
Georgia
|
$61.3M
|
-$1.9M
|
-81,821
|
-3%
|
|
|
8
|
Focus Partners Wealth
Boston,
Massachusetts
|
$60.1M
|
-$1.84M
|
-78,968
|
-3%
|
|
|
9
|
Capital Investment Advisors
Atlanta,
Georgia
|
$51.9M
|
+$4.22M
|
+181,337
|
+9%
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
$49M
|
+$2.81M
|
+121,068
|
+6%
|
|
|
11
|
Hills Bank & Trust
North Liberty,
Iowa
|
$45M
|
+$8.96M
|
+385,592
|
+25%
|
|
|
12
|
Summitry LLC
Foster City,
California
|
$34.8M
|
+$34.8M
|
+1,498,209
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34.7M
|
-$2.55M
|
-109,838
|
-7%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$33.7M
|
+$5.53M
|
+238,040
|
+20%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$25.7M
|
+$2.7M
|
+116,044
|
+12%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$24.8M
|
+$22.7M
|
+978,586
|
+1,095%
|
|
|
17
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$18.9M
|
+$5.53M
|
+237,776
|
+41%
|
|
|
18
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$18.8M
|
+$2.61M
|
+112,431
|
+16%
|
|
|
19
|
InterOcean Capital Group
Nashville,
Tennessee
|
$16.4M
|
+$646K
|
+27,779
|
+4%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15.8M
|
-$1.59M
|
-68,501
|
-9%
|
|
|
21
|
MV Capital Management
Bethesda,
Maryland
|
$15.5M
|
+$217K
|
+9,342
|
+1%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$14.8M
|
+$990K
|
+42,604
|
+7%
|
|
|
23
|
Renaissance Technologies
New York
|
$13.7M
|
+$1.95M
|
+83,739
|
+16%
|
|
|
24
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$12.6M
|
-$12.8K
|
-550
|
-0.1%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$12.6M
|
-$137K
|
-5,910
|
-1%
|
|
