|
1
|
HM Payson & Co
Portland,
Maine
|
$106M
|
+$8.86M
|
+379,620
|
+9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$94.1M
|
+$7.34M
|
+314,307
|
+8%
|
|
|
3
|
|
$90.6M
|
+$4.35M
|
+186,321
|
+5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$70.3M
|
+$15.8M
|
+678,517
|
+29%
|
|
|
5
|
Capital Investment Advisors
Atlanta,
Georgia
|
$64.2M
|
-$1.22M
|
-52,484
|
-2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$61.3M
|
-$3.54M
|
-151,827
|
-5%
|
|
|
7
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$57.3M
|
-$1.25M
|
-53,410
|
-2%
|
|
|
8
|
Hills Bank & Trust
North Liberty,
Iowa
|
$51.4M
|
+$745K
|
+31,917
|
+1%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$48.2M
|
+$1.04M
|
+44,507
|
+2%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$45.6M
|
-$7.07M
|
-303,065
|
-13%
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$33.8M
|
-$2.44M
|
-104,419
|
-7%
|
|
|
12
|
Renaissance Technologies
New York
|
$32.3M
|
+$3.97M
|
+169,909
|
+14%
|
|
|
13
|
Focus Partners Wealth
Boston,
Massachusetts
|
$29.8M
|
-$2.89M
|
-123,984
|
-9%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$28.2M
|
-$15M
|
-643,206
|
-35%
|
|
|
15
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$27.2M
|
-$2.06M
|
-88,088
|
-7%
|
|
|
16
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$24.6M
|
+$467K
|
+20,002
|
+2%
|
|
|
17
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$23.4M
|
+$3.31M
|
+141,687
|
+16%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.9M
|
+$1.63M
|
+69,681
|
+8%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18.8M
|
+$566K
|
+24,244
|
+3%
|
|
|
20
|
Horizon Advisory Services
West Henrietta,
New York
|
$18.2M
|
+$427K
|
+18,292
|
+2%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$18M
|
+$5.25M
|
+225,046
|
+41%
|
|
|
22
|
Denver PWM
Denver,
Colorado
|
$16.4M
|
+$1.86M
|
+79,562
|
+13%
|
|
|
23
|
Moseley Investment Management
Bradenton,
Florida
|
$16M
|
+$62.2K
|
+2,667
|
+0.4%
|
|
|
24
|
Krilogy Financial
St. Louis,
Missouri
|
$15.9M
|
+$1.31M
|
+56,068
|
+9%
|
|
|
25
|
Central Trust Company
Jefferson City,
Missouri
|
$15.9M
|
-$925K
|
-39,641
|
-6%
|
|