|
1
|
HM Payson & Co
Portland,
Maine
|
$122M
|
+$11.8M
|
+529,017
|
+11%
|
|
|
2
|
|
$82.3M
|
+$4.82M
|
+216,582
|
+6%
|
|
|
3
|
GLOBALT Investments
Atlanta,
Georgia
|
$66.1M
|
-$1.35M
|
-60,655
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$60.3M
|
+$6.25M
|
+280,679
|
+12%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$44.2M
|
+$10.3M
|
+461,559
|
+31%
|
|
|
6
|
Summitry LLC
Foster City,
California
|
$31.5M
|
+$31.3M
|
+1,406,269
|
New
|
|
|
7
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$31.3M
|
+$31.1M
|
+1,396,111
|
New
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$29.1M
|
-$4.14M
|
-185,724
|
-13%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.3M
|
+$3.13M
|
+140,746
|
+14%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$24.3M
|
+$5.29M
|
+237,381
|
+28%
|
|
|
11
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$23.3M
|
+$1.07M
|
+48,185
|
+5%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$22M
|
+$1.49M
|
+66,730
|
+7%
|
|
|
13
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$20.4M
|
-$118K
|
-5,316
|
-0.6%
|
|
|
14
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$17.4M
|
+$16.9M
|
+758,245
|
+4,072%
|
|
|
15
|
Journey Advisory Group
Covington,
Kentucky
|
$17.3M
|
+$2.22M
|
+99,543
|
+15%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$17.2M
|
+$4.3M
|
+193,092
|
+34%
|
|
|
17
|
Capital Investment Advisors
Atlanta,
Georgia
|
$16.4M
|
+$977K
|
+43,859
|
+6%
|
|
|
18
|
Denver PWM
Denver,
Colorado
|
$15.3M
|
+$1.48M
|
+66,646
|
+11%
|
|
|
19
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$14.5M
|
+$13.9M
|
+622,703
|
+2,737%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14M
|
-$2M
|
-89,898
|
-13%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14M
|
+$2.22M
|
+99,821
|
+19%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.6M
|
+$985K
|
+44,249
|
+8%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$13.4M
|
+$129K
|
+5,807
|
+1%
|
|
|
24
|
MV Capital Management
Bethesda,
Maryland
|
$13.2M
|
+$1.4M
|
+63,051
|
+12%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.6M
|
+$782K
|
+35,127
|
+7%
|
|
