|
1
|
HM Payson & Co
Portland,
Maine
|
$127M
|
+$10.5M
|
+459,168
|
+9%
|
|
|
2
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$115M
|
-$6.12M
|
-267,250
|
-5%
|
|
|
3
|
|
$89.4M
|
+$2.08M
|
+90,734
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$81.9M
|
-$1.67M
|
-72,843
|
-2%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$71.3M
|
-$1.2M
|
-52,517
|
-2%
|
|
|
6
|
Bailard
Foster City,
California
|
$71.1M
|
+$68M
|
+2,970,820
|
+2,375%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$55M
|
-$11.3M
|
-493,193
|
-17%
|
|
|
8
|
Capital Investment Advisors
Atlanta,
Georgia
|
$54.5M
|
+$885K
|
+38,657
|
+2%
|
|
|
9
|
NewEdge Advisors
New Orleans,
Louisiana
|
$43.7M
|
+$2.83M
|
+123,656
|
+7%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$37.2M
|
-$3.58M
|
-156,294
|
-9%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$34.5M
|
-$244K
|
-10,674
|
-0.7%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$34.4M
|
+$6.71M
|
+293,029
|
+24%
|
|
|
13
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$34.1M
|
+$1.52M
|
+66,346
|
+5%
|
|
|
14
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$34M
|
+$22.3M
|
+975,298
|
+192%
|
|
|
15
|
Summitry LLC
Foster City,
California
|
$33.9M
|
+$518K
|
+22,634
|
+2%
|
|
|
16
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$32.6M
|
+$1.72M
|
+75,291
|
+6%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$30.5M
|
+$15M
|
+656,255
|
+97%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$28.9M
|
+$13.9M
|
+606,461
|
+93%
|
|
|
19
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$23.9M
|
+$4.68M
|
+204,290
|
+24%
|
|
|
20
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$23.4M
|
+$6.27M
|
+273,856
|
+37%
|
|
|
21
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$23.1M
|
+$411K
|
+17,938
|
+2%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.9M
|
-$2.97M
|
-129,936
|
-12%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18.9M
|
+$891K
|
+38,909
|
+5%
|
|
|
24
|
Krilogy Financial
St. Louis,
Missouri
|
$18.5M
|
+$3.24M
|
+141,591
|
+21%
|
|
|
25
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$18.2M
|
+$1.34M
|
+58,658
|
+8%
|
|
