|
1
|
HM Payson & Co
Portland,
Maine
|
$108M
|
+$16M
|
+701,673
|
+17%
|
|
|
2
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$105M
|
+$103M
|
+4,507,421
|
+6,077%
|
|
|
3
|
|
$90.3M
|
+$7.77M
|
+340,051
|
+9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$74.4M
|
+$12.4M
|
+540,944
|
+20%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$70M
|
+$2.57M
|
+112,687
|
+4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$63.3M
|
+$12.8M
|
+559,197
|
+25%
|
|
|
7
|
Capital Investment Advisors
Atlanta,
Georgia
|
$53.9M
|
+$510K
|
+22,314
|
+1%
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$42.5M
|
-$3.83M
|
-167,656
|
-8%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$36.2M
|
+$9.29M
|
+406,795
|
+35%
|
|
|
10
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$32.3M
|
+$501K
|
+21,920
|
+2%
|
|
|
11
|
Summitry LLC
Foster City,
California
|
$32.1M
|
+$12.7M
|
+554,060
|
+66%
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$28.6M
|
+$145K
|
+6,330
|
+0.5%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$27.5M
|
+$2.06M
|
+90,388
|
+8%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$24.9M
|
+$4.08M
|
+178,418
|
+20%
|
|
|
15
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$22.3M
|
-$262K
|
-11,471
|
-1%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.1M
|
+$4.95M
|
+216,611
|
+33%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17.1M
|
+$358K
|
+15,651
|
+2%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.3M
|
+$2.61M
|
+114,251
|
+19%
|
|
|
19
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$16M
|
+$573K
|
+25,098
|
+4%
|
|
|
20
|
Denver PWM
Denver,
Colorado
|
$15.6M
|
+$1.45M
|
+63,252
|
+10%
|
|
|
21
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$15.4M
|
+$4.85M
|
+212,343
|
+46%
|
|
|
22
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$15.4M
|
+$3.25M
|
+142,149
|
+27%
|
|
|
23
|
Bailard
Foster City,
California
|
$15.1M
|
-$2.95M
|
-129,239
|
-16%
|
|
|
24
|
Krilogy Financial
St. Louis,
Missouri
|
$14.9M
|
+$1.19M
|
+51,976
|
+9%
|
|
|
25
|
MV Capital Management
Bethesda,
Maryland
|
$13.7M
|
+$485K
|
+21,245
|
+4%
|
|
