|
1
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$121M
|
+$15.5M
|
+678,869
|
+15%
|
|
|
2
|
HM Payson & Co
Portland,
Maine
|
$116M
|
+$7.8M
|
+340,735
|
+7%
|
|
|
3
|
|
$87.3M
|
-$3M
|
-131,229
|
-3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$83.5M
|
+$9.12M
|
+398,379
|
+12%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$72.5M
|
+$2.55M
|
+111,343
|
+4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$66.3M
|
+$2.98M
|
+130,252
|
+5%
|
|
|
7
|
Capital Investment Advisors
Atlanta,
Georgia
|
$53.6M
|
-$334K
|
-14,594
|
-0.6%
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$40.8M
|
-$1.6M
|
-69,853
|
-4%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$40.8M
|
+$13.2M
|
+577,686
|
+48%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$34.7M
|
-$1.49M
|
-65,190
|
-4%
|
|
|
11
|
Summitry LLC
Foster City,
California
|
$33.4M
|
+$1.28M
|
+56,132
|
+4%
|
|
|
12
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$32.6M
|
+$278K
|
+12,129
|
+0.9%
|
|
|
13
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$30.8M
|
+$2.21M
|
+96,495
|
+8%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$27.7M
|
+$2.78M
|
+121,503
|
+11%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.9M
|
+$5.73M
|
+250,224
|
+28%
|
|
|
16
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$22.7M
|
+$391K
|
+17,099
|
+2%
|
|
|
17
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$19.2M
|
+$9.77M
|
+427,103
|
+105%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18M
|
+$857K
|
+37,443
|
+5%
|
|
|
19
|
Denver PWM
Denver,
Colorado
|
$17.9M
|
+$2.34M
|
+102,089
|
+15%
|
|
|
20
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$17.1M
|
+$1.76M
|
+77,028
|
+11%
|
|
|
21
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$16.8M
|
+$1.41M
|
+61,464
|
+9%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$15.5M
|
+$7.28M
|
+318,223
|
+89%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.4M
|
-$908K
|
-39,666
|
-6%
|
|
|
24
|
Krilogy Financial
St. Louis,
Missouri
|
$15.3M
|
+$442K
|
+19,333
|
+3%
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$14.9M
|
+$4.4M
|
+192,345
|
+42%
|
|
