|
1
|
HM Payson & Co
Portland,
Maine
|
$90.1M
|
+$3.07M
|
+131,964
|
+4%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$85.3M
|
+$1.45M
|
+62,093
|
+2%
|
|
|
3
|
|
$84.9M
|
-$2.1M
|
-90,162
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$82.4M
|
+$3.77M
|
+161,746
|
+5%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$67.3M
|
-$2.95M
|
-126,591
|
-4%
|
|
|
6
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$59.3M
|
-$300M
|
-12,861,636
|
-84%
|
|
|
7
|
GLOBALT Investments
Atlanta,
Georgia
|
$58.7M
|
-$3.32M
|
-142,671
|
-5%
|
|
|
8
|
Capital Investment Advisors
Atlanta,
Georgia
|
$56M
|
+$983K
|
+42,184
|
+2%
|
|
|
9
|
Hills Bank & Trust
North Liberty,
Iowa
|
$49.6M
|
+$1.16M
|
+49,922
|
+2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$43.9M
|
+$5.77M
|
+247,746
|
+15%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$39.5M
|
+$1.73M
|
+74,048
|
+5%
|
|
|
12
|
Summitry LLC
Foster City,
California
|
$36.7M
|
+$586K
|
+25,147
|
+2%
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$32.8M
|
-$16M
|
-687,379
|
-33%
|
|
|
14
|
Focus Partners Wealth
Boston,
Massachusetts
|
$32.3M
|
-$8.82M
|
-378,688
|
-22%
|
|
|
15
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$30.2M
|
+$1.91M
|
+81,808
|
+7%
|
|
|
16
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$25.8M
|
+$3.79M
|
+162,604
|
+17%
|
|
|
17
|
Renaissance Technologies
New York
|
$22.5M
|
+$6.48M
|
+278,100
|
+41%
|
|
|
18
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$21.8M
|
+$887K
|
+38,076
|
+4%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.5M
|
+$709K
|
+30,441
|
+4%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17M
|
+$46.8K
|
+2,009
|
+0.3%
|
|
|
21
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$16.9M
|
+$2.02M
|
+86,488
|
+14%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.9M
|
+$3.93M
|
+168,630
|
+31%
|
|
|
23
|
Moseley Investment Management
Bradenton,
Florida
|
$15.5M
|
+$7.17M
|
+307,709
|
+87%
|
|
|
24
|
MV Capital Management
Bethesda,
Maryland
|
$15.4M
|
-$158K
|
-6,801
|
-1%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$15.1M
|
+$1.06M
|
+45,383
|
+8%
|
|
