|
1
|
HM Payson & Co
Portland,
Maine
|
$141M
|
+$17.9M
|
+799,454
|
+15%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$78M
|
+$17.5M
|
+779,722
|
+29%
|
|
|
3
|
|
$77.8M
|
-$4.81M
|
-214,803
|
-6%
|
|
|
4
|
GLOBALT Investments
Atlanta,
Georgia
|
$64.8M
|
-$1.41M
|
-63,088
|
-2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$45.5M
|
+$1.11M
|
+49,660
|
+3%
|
|
|
6
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$44.5M
|
+$13.1M
|
+583,522
|
+42%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.7M
|
+$6.29M
|
+280,888
|
+24%
|
|
|
8
|
Focus Partners Wealth
Boston,
Massachusetts
|
$27.5M
|
+$22.2M
|
+991,648
|
+428%
|
|
|
9
|
NewEdge Advisors
New Orleans,
Louisiana
|
$27.2M
|
-$1.95M
|
-86,860
|
-7%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$26.9M
|
+$9.58M
|
+427,586
|
+56%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$25.1M
|
+$2.97M
|
+132,413
|
+13%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$24.7M
|
+$368K
|
+16,435
|
+2%
|
|
|
13
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$22.7M
|
+$2.18M
|
+97,371
|
+11%
|
|
|
14
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$21.5M
|
-$1.83M
|
-81,475
|
-8%
|
|
|
15
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$17.6M
|
+$127K
|
+5,678
|
+0.7%
|
|
|
16
|
Journey Advisory Group
Covington,
Kentucky
|
$17.6M
|
+$260K
|
+11,604
|
+2%
|
|
|
17
|
Capital Investment Advisors
Atlanta,
Georgia
|
$16.8M
|
+$370K
|
+16,498
|
+2%
|
|
|
18
|
Denver PWM
Denver,
Colorado
|
$16.7M
|
+$1.32M
|
+58,902
|
+9%
|
|
|
19
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$15.6M
|
+$1.09M
|
+48,648
|
+8%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$14.5M
|
+$3.52M
|
+157,284
|
+32%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14M
|
-$50.7K
|
-2,265
|
-0.4%
|
|
|
22
|
MV Capital Management
Bethesda,
Maryland
|
$13.6M
|
+$332K
|
+14,820
|
+3%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.6M
|
-$50.4K
|
-2,248
|
-0.4%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$13.3M
|
-$25.3K
|
-1,130
|
-0.2%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.7M
|
+$104K
|
+4,622
|
+0.8%
|
|
