|
1
|
HM Payson & Co
Portland,
Maine
|
$150M
|
+$23.9M
|
+1,045,183
|
+19%
|
|
|
2
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$108M
|
-$6.37M
|
-278,309
|
-6%
|
|
|
3
|
|
$90.9M
|
+$1.82M
|
+79,421
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$90.9M
|
+$9.24M
|
+403,185
|
+11%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$65M
|
+$36.3M
|
+1,584,732
|
+126%
|
|
|
6
|
Bailard
Foster City,
California
|
$64.6M
|
-$6.22M
|
-271,689
|
-9%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$57.5M
|
+$2.64M
|
+115,383
|
+5%
|
|
|
8
|
Capital Investment Advisors
Atlanta,
Georgia
|
$56.9M
|
+$2.61M
|
+113,825
|
+5%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$51.9M
|
+$14.8M
|
+647,971
|
+40%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$51.5M
|
+$17.2M
|
+750,932
|
+50%
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$41.6M
|
-$1.98M
|
-86,498
|
-5%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$38.6M
|
+$8.14M
|
+355,270
|
+27%
|
|
|
13
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$37.2M
|
+$3.15M
|
+137,385
|
+9%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$36.3M
|
+$1.89M
|
+82,637
|
+5%
|
|
|
15
|
Summitry LLC
Foster City,
California
|
$34.8M
|
+$1.02M
|
+44,531
|
+3%
|
|
|
16
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$33.6M
|
+$1.1M
|
+48,050
|
+3%
|
|
|
17
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$33.3M
|
-$668K
|
-29,152
|
-2%
|
|
|
18
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$30.4M
|
+$6.59M
|
+287,897
|
+28%
|
|
|
19
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$24.6M
|
+$1.56M
|
+68,140
|
+7%
|
|
|
20
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$24.2M
|
+$875K
|
+38,222
|
+4%
|
|
|
21
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$20.1M
|
+$1.92M
|
+83,990
|
+11%
|
|
|
22
|
Krilogy Financial
St. Louis,
Missouri
|
$19.9M
|
+$1.33M
|
+57,939
|
+7%
|
|
|
23
|
Horizon Advisory Services
West Henrietta,
New York
|
$19.7M
|
+$19.7M
|
+860,483
|
New
|
|
|
24
|
Moseley Investment Management
Bradenton,
Florida
|
$18.8M
|
+$10.5M
|
+456,322
|
+124%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.1M
|
+$2.17M
|
+94,903
|
+14%
|
|
