|
1
|
Essential Planning
Portsmouth,
New Hampshire
|
$197M
|
+$194M
|
+8,333,058
|
+6,418%
|
|
|
2
|
HM Payson & Co
Portland,
Maine
|
$96.5M
|
+$6.8M
|
+291,653
|
+8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$86.5M
|
+$4.52M
|
+193,838
|
+6%
|
|
|
4
|
|
$86M
|
+$1.52M
|
+65,050
|
+2%
|
|
|
5
|
Capital Investment Advisors
Atlanta,
Georgia
|
$65.3M
|
+$9.49M
|
+406,849
|
+17%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$64.7M
|
-$2.28M
|
-97,856
|
-3%
|
|
|
7
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$58.4M
|
+$28.4M
|
+1,216,657
|
+94%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$54.3M
|
+$10.6M
|
+454,855
|
+24%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$52.6M
|
-$32.4M
|
-1,388,563
|
-38%
|
|
|
10
|
Hills Bank & Trust
North Liberty,
Iowa
|
$50.6M
|
+$1.18M
|
+50,630
|
+2%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$47M
|
+$47.1M
|
+2,017,255
|
New
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$43.2M
|
-$15.9M
|
-682,441
|
-27%
|
|
|
13
|
Summitry LLC
Foster City,
California
|
$39.9M
|
+$3.37M
|
+144,444
|
+9%
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$36.1M
|
+$3.51M
|
+150,392
|
+11%
|
|
|
15
|
Focus Partners Wealth
Boston,
Massachusetts
|
$32.6M
|
+$452K
|
+19,399
|
+1%
|
|
|
16
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$29.2M
|
+$3.46M
|
+148,315
|
+13%
|
|
|
17
|
Renaissance Technologies
New York
|
$28.3M
|
+$5.86M
|
+251,400
|
+26%
|
|
|
18
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$24M
|
+$2.29M
|
+98,357
|
+11%
|
|
|
19
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$20.1M
|
+$3.2M
|
+137,360
|
+19%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.2M
|
+$1.78M
|
+76,422
|
+10%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18.2M
|
+$1.32M
|
+56,407
|
+8%
|
|
|
22
|
Horizon Advisory Services
West Henrietta,
New York
|
$17.7M
|
+$17.7M
|
+760,961
|
New
|
|
|
23
|
Cornerstone Planning
Charlotte,
North Carolina
|
$17.3M
|
+$17.3M
|
+740,480
|
New
|
|
|
24
|
Central Trust Company
Jefferson City,
Missouri
|
$16.8M
|
+$7.16M
|
+306,968
|
+75%
|
|
|
25
|
Moseley Investment Management
Bradenton,
Florida
|
$15.9M
|
+$447K
|
+19,144
|
+3%
|
|
