|
1
|
HM Payson & Co
Portland,
Maine
|
$153M
|
+$12.1M
|
+540,325
|
+9%
|
|
|
2
|
|
$79M
|
+$1.15M
|
+51,165
|
+1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$76.3M
|
-$1.81M
|
-80,581
|
-2%
|
|
|
4
|
GLOBALT Investments
Atlanta,
Georgia
|
$63.8M
|
-$1.13M
|
-50,123
|
-2%
|
|
|
5
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$44.5M
|
-$98.9K
|
-4,405
|
-0.2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$44.4M
|
-$1.19M
|
-53,127
|
-3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.8M
|
-$2.03M
|
-90,440
|
-6%
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$28.1M
|
+$806K
|
+35,909
|
+3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$28M
|
+$1.05M
|
+46,899
|
+4%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$27.7M
|
+$136K
|
+6,050
|
+0.5%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$27.4M
|
+$2.3M
|
+102,624
|
+9%
|
|
|
12
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$26.5M
|
+$18.3M
|
+816,536
|
+226%
|
|
|
13
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$25.5M
|
+$9.85M
|
+438,779
|
+63%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$25.5M
|
+$718K
|
+31,992
|
+3%
|
|
|
15
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$24.5M
|
+$1.84M
|
+81,760
|
+8%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$24M
|
+$9.45M
|
+420,958
|
+65%
|
|
|
17
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$22.7M
|
+$1.14M
|
+50,630
|
+5%
|
|
|
18
|
Journey Advisory Group
Covington,
Kentucky
|
$18.5M
|
+$833K
|
+37,093
|
+5%
|
|
|
19
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$18.3M
|
+$680K
|
+30,305
|
+4%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$18.1M
|
+$6.9M
|
+307,527
|
+62%
|
|
|
21
|
Capital Investment Advisors
Atlanta,
Georgia
|
$17.3M
|
+$439K
|
+19,569
|
+3%
|
|
|
22
|
Denver PWM
Denver,
Colorado
|
$16.7M
|
+$1.35K
|
+60
|
+0%
|
|
|
23
|
OneAscent Financial Services
Birmingham,
Alabama
|
$15.9M
|
+$4.83M
|
+215,304
|
+44%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15.8M
|
+$1.76M
|
+78,601
|
+13%
|
|
|
25
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$14.7M
|
+$4.18M
|
+186,226
|
+40%
|
|
