|
1
|
HM Payson & Co
Portland,
Maine
|
$120M
|
+$14.6M
|
+624,136
|
+14%
|
|
|
2
|
|
$85M
|
+$1.88M
|
+80,618
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$84.3M
|
-$10.2M
|
-435,497
|
-11%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$69.7M
|
+$9.99M
|
+427,988
|
+17%
|
|
|
5
|
Capital Investment Advisors
Atlanta,
Georgia
|
$55.6M
|
-$2.51M
|
-107,502
|
-4%
|
|
|
6
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$30.8M
|
+$3.19M
|
+136,887
|
+12%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$29.3M
|
-$15.2M
|
-652,735
|
-34%
|
|
|
8
|
Belpointe Asset Management
Reno,
Nevada
|
$28.6M
|
+$23.4M
|
+1,004,617
|
+459%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$27M
|
+$973K
|
+41,724
|
+4%
|
|
|
10
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$26.1M
|
-$798K
|
-34,194
|
-3%
|
|
|
11
|
Hills Bank & Trust
North Liberty,
Iowa
|
$23.7M
|
-$27.2M
|
-1,165,271
|
-53%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$23.4M
|
+$8.16M
|
+349,886
|
+54%
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$21.8M
|
-$2.05M
|
-87,809
|
-9%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.8M
|
+$963K
|
+41,262
|
+5%
|
|
|
15
|
Denver PWM
Denver,
Colorado
|
$20.4M
|
+$3.34K
|
+143
|
+0%
|
|
|
16
|
Krilogy Financial
St. Louis,
Missouri
|
$20.1M
|
+$3.86M
|
+165,426
|
+24%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$19.4M
|
-$10.4M
|
-445,482
|
-35%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.1M
|
+$3.71M
|
+159,110
|
+24%
|
|
|
19
|
Horizon Advisory Services
West Henrietta,
New York
|
$19M
|
+$348K
|
+14,908
|
+2%
|
|
|
20
|
Delta Wealth Advisors
Indianapolis,
Indiana
|
$17M
|
+$718K
|
+30,757
|
+4%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.5M
|
-$1.98M
|
-85,010
|
-11%
|
|
|
22
|
OneAscent Financial Services
Birmingham,
Alabama
|
$16M
|
+$4.79M
|
+205,399
|
+43%
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$16M
|
-$14.9M
|
-636,612
|
-48%
|
|
|
24
|
MV Capital Management
Bethesda,
Maryland
|
$15.2M
|
-$99.5K
|
-4,263
|
-0.6%
|
|
|
25
|
Moseley Investment Management
Bradenton,
Florida
|
$14.2M
|
-$779K
|
-33,368
|
-5%
|
|
