|
1
|
HM Payson & Co
Portland,
Maine
|
$91.5M
|
+$12M
|
+525,995
|
+15%
|
|
|
2
|
|
$82M
|
+$3.15M
|
+138,044
|
+4%
|
|
|
3
|
Essential Planning
Portsmouth,
New Hampshire
|
$78.2M
|
+$77M
|
+3,372,976
|
+6,411%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$67M
|
+$1.22M
|
+53,577
|
+2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$61.7M
|
+$13.8M
|
+605,789
|
+29%
|
|
|
6
|
Capital Investment Advisors
Atlanta,
Georgia
|
$53.1M
|
+$1.16M
|
+50,751
|
+2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$50.2M
|
+$10.3M
|
+450,161
|
+26%
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$46M
|
+$13.4M
|
+588,149
|
+41%
|
|
|
9
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$31.6M
|
+$31.7M
|
+1,386,484
|
New
|
|
|
10
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$28.3M
|
+$7.59M
|
+332,507
|
+37%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$26.7M
|
+$1.64M
|
+71,950
|
+7%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$25.3M
|
+$25.4M
|
+1,110,250
|
New
|
|
|
13
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$22.4M
|
+$22.1M
|
+966,878
|
+6,258%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$20.7M
|
+$4.93M
|
+215,954
|
+31%
|
|
|
15
|
Summitry LLC
Foster City,
California
|
$19.3M
|
+$19.3M
|
+845,358
|
New
|
|
|
16
|
Bailard
Foster City,
California
|
$18M
|
-$19.7M
|
-862,812
|
-52%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.7M
|
-$19.3M
|
-843,265
|
-54%
|
|
|
18
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$15.3M
|
+$1.25M
|
+54,634
|
+9%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.1M
|
+$2.47M
|
+108,220
|
+20%
|
|
|
20
|
Denver PWM
Denver,
Colorado
|
$14M
|
+$953K
|
+41,718
|
+7%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.6M
|
+$2.35M
|
+103,096
|
+21%
|
|
|
22
|
Krilogy Financial
St. Louis,
Missouri
|
$13.6M
|
+$2.45M
|
+107,262
|
+22%
|
|
|
23
|
Trust Company
Manhattan,
Kansas
|
$13.2M
|
+$899K
|
+39,362
|
+7%
|
|
|
24
|
MV Capital Management
Bethesda,
Maryland
|
$13.2M
|
+$247K
|
+10,813
|
+2%
|
|
|
25
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$12M
|
+$4.34M
|
+189,957
|
+56%
|
|
