|
1
|
GLOBALT Investments
Atlanta,
Georgia
|
$70.3M
|
-$1.04M
|
-47,348
|
-1%
|
|
|
2
|
|
$69.8M
|
+$1.7M
|
+77,444
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$32.1M
|
+$3.11M
|
+141,453
|
+11%
|
|
|
4
|
Confluence Investment Management
St. Louis,
Missouri
|
$30.6M
|
-$46.7K
|
-2,125
|
-0.2%
|
|
|
5
|
NewEdge Advisors
New Orleans,
Louisiana
|
$28.7M
|
-$1.28M
|
-58,092
|
-4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$24.1M
|
+$792K
|
+36,029
|
+3%
|
|
|
7
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$17.1M
|
+$1.1M
|
+50,256
|
+7%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16.1M
|
+$413K
|
+18,800
|
+3%
|
|
|
9
|
Journey Advisory Group
Covington,
Kentucky
|
$14.8M
|
+$668K
|
+30,421
|
+5%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.3M
|
+$3.44M
|
+156,629
|
+35%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.2M
|
+$486K
|
+22,128
|
+4%
|
|
|
12
|
Denver PWM
Denver,
Colorado
|
$12.1M
|
+$12M
|
+547,048
|
New
|
|
|
13
|
Capital Investment Advisors
Atlanta,
Georgia
|
$12M
|
+$1.27M
|
+57,794
|
+12%
|
|
|
14
|
TMD Wealth Management
Scottsdale,
Arizona
|
$11.9M
|
+$696K
|
+31,673
|
+6%
|
|
|
15
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$11.2M
|
+$2.39M
|
+108,737
|
+27%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$11.1M
|
-$2.02M
|
-92,060
|
-15%
|
|
|
17
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$11M
|
-$1.24M
|
-56,430
|
-10%
|
|
|
18
|
MV Capital Management
Bethesda,
Maryland
|
$10.9M
|
+$104K
|
+4,752
|
+1%
|
|
|
19
|
Chatham Capital Group
Savannah,
Georgia
|
$10.1M
|
+$6.22M
|
+283,228
|
+163%
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$9.08M
|
+$630K
|
+28,661
|
+7%
|
|
|
21
|
Legacy Private Trust
Neenah,
Wisconsin
|
$8.7M
|
+$1.82M
|
+83,007
|
+27%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.51M
|
+$2.88M
|
+131,095
|
+52%
|
|
|
23
|
MKT Advisors
Escondido,
California
|
$7.46M
|
+$1.66M
|
+75,660
|
+29%
|
|
|
24
|
Fagan Associates
Troy,
New York
|
$6.72M
|
+$2.43M
|
+110,525
|
+57%
|
|
|
25
|
Financial Engines Advisors
Santa Clara,
California
|
$6.48M
|
-$885K
|
-40,260
|
-12%
|
|
