|
1
|
HM Payson & Co
Portland,
Maine
|
$129M
|
-$5.74M
|
-250,869
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$98.5M
|
+$3.44M
|
+150,498
|
+4%
|
|
|
3
|
|
$91.4M
|
-$2.01M
|
-87,830
|
-2%
|
|
|
4
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$79.2M
|
-$24.9M
|
-1,089,340
|
-24%
|
|
|
5
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$64.7M
|
+$28.1M
|
+1,230,428
|
+77%
|
|
|
6
|
NewEdge Advisors
New Orleans,
Louisiana
|
$61.8M
|
+$17.6M
|
+769,379
|
+40%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$57.3M
|
+$2.5M
|
+109,145
|
+5%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$55.8M
|
-$1.98M
|
-86,411
|
-3%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$54.8M
|
+$685K
|
+29,962
|
+1%
|
|
|
10
|
Capital Investment Advisors
Atlanta,
Georgia
|
$53.5M
|
-$3.37M
|
-147,388
|
-6%
|
|
|
11
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$44.1M
|
+$2.86M
|
+125,130
|
+7%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$43.7M
|
+$1.11M
|
+48,701
|
+3%
|
|
|
13
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$36.4M
|
-$261K
|
-11,402
|
-0.7%
|
|
|
14
|
Summitry LLC
Foster City,
California
|
$35.6M
|
+$575K
|
+25,135
|
+2%
|
|
|
15
|
Arax Advisory Partners
Denver,
Colorado
|
$35.2M
|
+$35.2M
|
+1,538,030
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$33.8M
|
-$2.96M
|
-129,565
|
-8%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.3M
|
+$1.06M
|
+46,196
|
+3%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$31.7M
|
-$6.96M
|
-304,217
|
-18%
|
|
|
19
|
Wealthspire Advisors (New York)
New York
|
$29.2M
|
+$5.72M
|
+249,898
|
+24%
|
|
|
20
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$23.4M
|
-$2.74M
|
-119,758
|
-11%
|
|
|
21
|
Krilogy Financial
St. Louis,
Missouri
|
$22.7M
|
+$1.67M
|
+73,094
|
+8%
|
|
|
22
|
OneAscent Financial Services
Birmingham,
Alabama
|
$20.9M
|
+$127K
|
+5,539
|
+0.6%
|
|
|
23
|
Horizon Advisory Services
West Henrietta,
New York
|
$20.5M
|
+$436K
|
+19,042
|
+2%
|
|
|
24
|
MKT Advisors
Escondido,
California
|
$18.5M
|
+$730K
|
+31,926
|
+4%
|
|
|
25
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$17.7M
|
-$1.53M
|
-66,901
|
-8%
|
|
