|
1
|
HM Payson & Co
Portland,
Maine
|
$80.4M
|
+$3.92M
|
+171,433
|
+5%
|
|
|
2
|
|
$79.8M
|
+$1.1M
|
+47,884
|
+1%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$66.5M
|
+$5.5M
|
+240,450
|
+9%
|
|
|
4
|
Capital Investment Advisors
Atlanta,
Georgia
|
$52.5M
|
-$301K
|
-13,151
|
-0.6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$48.4M
|
+$6.04M
|
+263,948
|
+14%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$40.4M
|
+$11.1M
|
+485,459
|
+38%
|
|
|
7
|
Bailard
Foster City,
California
|
$38.1M
|
+$13.6M
|
+592,923
|
+56%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$36.3M
|
+$10.4M
|
+453,181
|
+40%
|
|
|
9
|
NewEdge Advisors
New Orleans,
Louisiana
|
$33M
|
-$1.77M
|
-77,465
|
-5%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$25.4M
|
+$3.49M
|
+152,301
|
+16%
|
|
|
11
|
Monumental Financial Group
Rockville,
Maryland
|
$21.3M
|
+$6.64M
|
+290,274
|
+46%
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$21M
|
+$6.68M
|
+291,954
|
+47%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$15.9M
|
+$2.64M
|
+115,417
|
+20%
|
|
|
14
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$14.2M
|
+$389K
|
+17,002
|
+3%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.1M
|
+$1.27M
|
+55,362
|
+10%
|
|
|
16
|
Denver PWM
Denver,
Colorado
|
$13.2M
|
+$420K
|
+18,363
|
+3%
|
|
|
17
|
MV Capital Management
Bethesda,
Maryland
|
$13.1M
|
+$113K
|
+4,926
|
+0.9%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.8M
|
+$5.21M
|
+227,467
|
+70%
|
|
|
19
|
Trust Company
Manhattan,
Kansas
|
$12.4M
|
+$304K
|
+13,290
|
+3%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.5M
|
+$372K
|
+16,243
|
+3%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.4M
|
+$2.23M
|
+97,315
|
+24%
|
|
|
22
|
Krilogy Financial
St. Louis,
Missouri
|
$11.3M
|
+$557K
|
+24,354
|
+5%
|
|
|
23
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$9.82M
|
+$204K
|
+8,923
|
+2%
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$9.39M
|
-$783K
|
-34,221
|
-8%
|
|
|
25
|
MKT Advisors
Escondido,
California
|
$9.17M
|
+$892K
|
+38,997
|
+11%
|
|
