|
1
|
|
$73.1M
|
+$1.53M
|
+68,078
|
+2%
|
|
|
2
|
GLOBALT Investments
Atlanta,
Georgia
|
$69.1M
|
-$2.88M
|
-128,637
|
-4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$36.2M
|
+$3.27M
|
+146,020
|
+10%
|
|
|
4
|
NewEdge Advisors
New Orleans,
Louisiana
|
$30.9M
|
+$1.53M
|
+68,103
|
+5%
|
|
|
5
|
Confluence Investment Management
St. Louis,
Missouri
|
$30.7M
|
-$645K
|
-28,762
|
-2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$28.2M
|
+$3.53M
|
+157,255
|
+14%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.6M
|
+$5.93M
|
+264,518
|
+44%
|
|
|
8
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$18.4M
|
+$6.8M
|
+303,365
|
+60%
|
|
|
9
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$18M
|
+$466K
|
+20,785
|
+3%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.1M
|
+$657K
|
+29,321
|
+4%
|
|
|
11
|
Journey Advisory Group
Covington,
Kentucky
|
$14.8M
|
–
|
–
|
–
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12.9M
|
+$4.12M
|
+183,561
|
+48%
|
|
|
13
|
Denver PWM
Denver,
Colorado
|
$12.8M
|
+$458K
|
+20,404
|
+4%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$12.5M
|
+$1.17M
|
+52,228
|
+10%
|
|
|
15
|
HM Payson & Co
Portland,
Maine
|
$12.5M
|
+$12.1M
|
+539,647
|
+4,936%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.4M
|
-$1.18M
|
-52,561
|
-9%
|
|
|
17
|
Capital Investment Advisors
Atlanta,
Georgia
|
$12.3M
|
+$8.52K
|
+380
|
+0.1%
|
|
|
18
|
MV Capital Management
Bethesda,
Maryland
|
$11.4M
|
+$214K
|
+9,529
|
+2%
|
|
|
19
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$10.7M
|
-$515K
|
-22,952
|
-5%
|
|
|
20
|
Chatham Capital Group
Savannah,
Georgia
|
$10.7M
|
+$305K
|
+13,607
|
+3%
|
|
|
21
|
Legacy Private Trust
Neenah,
Wisconsin
|
$9.5M
|
+$573K
|
+25,565
|
+6%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$9.33M
|
+$2.72M
|
+121,357
|
+42%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.92M
|
+$4M
|
+178,377
|
+83%
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$8.77M
|
-$540K
|
-24,098
|
-6%
|
|
|
25
|
MKT Advisors
Escondido,
California
|
$8.45M
|
+$819K
|
+36,536
|
+11%
|
|
