|
1
|
HM Payson & Co
Portland,
Maine
|
$148M
|
-$3.25M
|
-145,271
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$96.5M
|
+$12.2M
|
+545,196
|
+14%
|
|
|
3
|
|
$85.5M
|
+$2.59M
|
+115,868
|
+3%
|
|
|
4
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$72.9M
|
+$13.9M
|
+622,407
|
+24%
|
|
|
5
|
GLOBALT Investments
Atlanta,
Georgia
|
$65.8M
|
-$1.24M
|
-55,271
|
-2%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$60.1M
|
+$4.95M
|
+221,102
|
+9%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$54.4M
|
+$25M
|
+1,117,196
|
+85%
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$45.6M
|
+$6.67M
|
+298,008
|
+17%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$45.3M
|
+$2.75M
|
+123,089
|
+6%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$44.6M
|
-$11.2M
|
-499,320
|
-20%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$43M
|
+$2.48M
|
+110,834
|
+6%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$39.6M
|
-$2.32M
|
-103,501
|
-6%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$37.9M
|
-$106K
|
-4,717
|
-0.3%
|
|
|
14
|
Brookstone Capital Management
Wheaton,
Illinois
|
$37.4M
|
-$1.12M
|
-50,124
|
-3%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$35.1M
|
+$1.97M
|
+88,157
|
+6%
|
|
|
16
|
Arax Advisory Partners
Denver,
Colorado
|
$34.9M
|
+$34.9M
|
+1,559,602
|
New
|
|
|
17
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$34.6M
|
+$5.83M
|
+260,372
|
+20%
|
|
|
18
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$32.1M
|
+$4.34M
|
+193,768
|
+16%
|
|
|
19
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$29.8M
|
+$2.83M
|
+126,271
|
+10%
|
|
|
20
|
Focus Partners Wealth
Boston,
Massachusetts
|
$27.2M
|
-$4.28M
|
-191,288
|
-14%
|
|
|
21
|
|
$26.5M
|
+$11.4M
|
+509,105
|
+76%
|
|
|
22
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$24.1M
|
+$623K
|
+27,852
|
+3%
|
|
|
23
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$21.9M
|
+$875K
|
+39,115
|
+4%
|
|
|
24
|
Capital Investment Advisors
Atlanta,
Georgia
|
$19.9M
|
-$207K
|
-9,252
|
-1%
|
|
|
25
|
Journey Advisory Group
Covington,
Kentucky
|
$19.1M
|
-$417K
|
-18,635
|
-2%
|
|
