|
1
|
HM Payson & Co
Portland,
Maine
|
$135M
|
-$14.9M
|
-650,692
|
-10%
|
|
|
2
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$104M
|
-$3.8M
|
-166,007
|
-4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$95.2M
|
+$4.11M
|
+179,468
|
+5%
|
|
|
4
|
|
$93.5M
|
+$2.39M
|
+104,168
|
+3%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$57.8M
|
-$7.3M
|
-318,921
|
-11%
|
|
|
6
|
Capital Investment Advisors
Atlanta,
Georgia
|
$56.9M
|
-$82.7K
|
-3,613
|
-0.1%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$54.9M
|
+$3.32M
|
+145,020
|
+6%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$54.2M
|
-$3.38M
|
-147,667
|
-6%
|
|
|
9
|
NewEdge Advisors
New Orleans,
Louisiana
|
$44.2M
|
+$2.54M
|
+110,974
|
+6%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$42.6M
|
+$3.98M
|
+173,679
|
+10%
|
|
|
11
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$41.2M
|
+$10.8M
|
+472,331
|
+36%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$38.7M
|
-$13.3M
|
-579,471
|
-26%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$36.8M
|
+$477K
|
+20,832
|
+1%
|
|
|
14
|
Bailard
Foster City,
California
|
$36.8M
|
-$27.9M
|
-1,218,026
|
-43%
|
|
|
15
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$36.7M
|
-$497K
|
-21,716
|
-1%
|
|
|
16
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$36.6M
|
+$2.92M
|
+127,666
|
+9%
|
|
|
17
|
Summitry LLC
Foster City,
California
|
$35.1M
|
+$159K
|
+6,953
|
+0.5%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.3M
|
+$26.5M
|
+1,156,422
|
+554%
|
|
|
19
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$26.1M
|
+$1.86M
|
+81,236
|
+8%
|
|
|
20
|
Wealthspire Advisors (New York)
New York
|
$23.5M
|
+$19.9M
|
+868,197
|
+556%
|
|
|
21
|
Krilogy Financial
St. Louis,
Missouri
|
$21M
|
+$1.21M
|
+52,720
|
+6%
|
|
|
22
|
OneAscent Financial Services
Birmingham,
Alabama
|
$20.8M
|
+$20.7M
|
+906,070
|
New
|
|
|
23
|
Horizon Advisory Services
West Henrietta,
New York
|
$20.1M
|
+$407K
|
+17,793
|
+2%
|
|
|
24
|
Moseley Investment Management
Bradenton,
Florida
|
$19.3M
|
+$442K
|
+19,306
|
+2%
|
|
|
25
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$19.3M
|
-$801K
|
-34,992
|
-4%
|
|
