|
1
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$357M
|
+$35.3M
|
+1,524,719
|
+11%
|
|
|
2
|
|
$86.3M
|
-$1.78M
|
-76,802
|
-2%
|
|
|
3
|
HM Payson & Co
Portland,
Maine
|
$86.2M
|
+$9.28M
|
+400,469
|
+12%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$83.2M
|
-$7.82M
|
-337,380
|
-9%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$77.9M
|
+$4.35M
|
+187,686
|
+6%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$69.7M
|
-$1.08M
|
-46,651
|
-2%
|
|
|
7
|
GLOBALT Investments
Atlanta,
Georgia
|
$61.5M
|
+$267K
|
+11,512
|
+0.4%
|
|
|
8
|
Capital Investment Advisors
Atlanta,
Georgia
|
$54.5M
|
+$2.67M
|
+115,461
|
+5%
|
|
|
9
|
NewEdge Advisors
New Orleans,
Louisiana
|
$48.4M
|
-$582K
|
-25,138
|
-1%
|
|
|
10
|
Hills Bank & Trust
North Liberty,
Iowa
|
$48M
|
+$2.99M
|
+129,007
|
+7%
|
|
|
11
|
Focus Partners Wealth
Boston,
Massachusetts
|
$40.8M
|
-$19.2M
|
-828,973
|
-32%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$37.8M
|
+$4.11M
|
+177,647
|
+12%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$37.4M
|
+$11.7M
|
+505,066
|
+46%
|
|
|
14
|
Summitry LLC
Foster City,
California
|
$35.8M
|
+$995K
|
+42,946
|
+3%
|
|
|
15
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$28M
|
+$27.7M
|
+1,197,333
|
+13,801%
|
|
|
16
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$21.8M
|
+$2.91M
|
+125,640
|
+15%
|
|
|
17
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$20.8M
|
+$1.95M
|
+83,975
|
+10%
|
|
|
18
|
Rockefeller Capital Management
New York
|
$20M
|
-$4.82M
|
-207,915
|
-19%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.8M
|
+$996K
|
+43,018
|
+6%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.7M
|
+$5.31M
|
+229,138
|
+47%
|
|
|
21
|
Renaissance Technologies
New York
|
$15.9M
|
+$2.14M
|
+92,261
|
+16%
|
|
|
22
|
MV Capital Management
Bethesda,
Maryland
|
$15.5M
|
-$42.3K
|
-1,828
|
-0.3%
|
|
|
23
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$14.8M
|
+$4.9M
|
+211,501
|
+50%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$14.4M
|
-$357K
|
-15,433
|
-2%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$13.9M
|
+$1.27M
|
+54,851
|
+10%
|
|
