|
1
|
HM Payson & Co
Portland,
Maine
|
$109M
|
+$97.6M
|
+4,380,185
|
+796%
|
|
|
2
|
|
$76.7M
|
+$5.02M
|
+225,378
|
+7%
|
|
|
3
|
GLOBALT Investments
Atlanta,
Georgia
|
$66.7M
|
-$1.07M
|
-47,876
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$53.4M
|
+$18M
|
+806,318
|
+50%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$33.6M
|
+$5.91M
|
+265,176
|
+21%
|
|
|
6
|
NewEdge Advisors
New Orleans,
Louisiana
|
$32.9M
|
+$2.59M
|
+116,337
|
+9%
|
|
|
7
|
Confluence Investment Management
St. Louis,
Missouri
|
$31.5M
|
+$1.38M
|
+61,970
|
+5%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$23M
|
+$3.71M
|
+166,538
|
+19%
|
|
|
9
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$22M
|
+$4.37M
|
+196,299
|
+25%
|
|
|
10
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$20.3M
|
+$2.3M
|
+103,344
|
+13%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$20.3M
|
+$20.4M
|
+915,065
|
New
|
|
|
12
|
Essential Planning
Portsmouth,
New Hampshire
|
$19.3M
|
+$19M
|
+854,480
|
+6,441%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$18.7M
|
+$6.47M
|
+290,136
|
+52%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15.9M
|
+$3.27M
|
+146,522
|
+26%
|
|
|
15
|
Capital Investment Advisors
Atlanta,
Georgia
|
$15.3M
|
+$3.21M
|
+143,935
|
+26%
|
|
|
16
|
Journey Advisory Group
Covington,
Kentucky
|
$14.8M
|
–
|
–
|
–
|
|
|
17
|
Denver PWM
Denver,
Colorado
|
$13.7M
|
+$1.12M
|
+50,351
|
+9%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$13.1M
|
+$9.68M
|
+434,484
|
+277%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$12.8M
|
+$3.65M
|
+163,732
|
+40%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.5M
|
+$347K
|
+15,586
|
+3%
|
|
|
21
|
MV Capital Management
Bethesda,
Maryland
|
$11.7M
|
+$534K
|
+23,976
|
+5%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.7M
|
+$2.92M
|
+131,003
|
+33%
|
|
|
23
|
MKT Advisors
Escondido,
California
|
$11.6M
|
+$3.34M
|
+149,891
|
+40%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.6M
|
+$7.98M
|
+358,159
|
+218%
|
|
|
25
|
Chatham Capital Group
Savannah,
Georgia
|
$10.5M
|
+$29.8K
|
+1,335
|
+0.3%
|
|
