|
1
|
HM Payson & Co
Portland,
Maine
|
$167M
|
+$14.2M
|
+629,765
|
+9%
|
|
|
2
|
|
$81M
|
+$2.12M
|
+94,053
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$79.2M
|
+$3.05M
|
+135,777
|
+4%
|
|
|
4
|
GLOBALT Investments
Atlanta,
Georgia
|
$63.6M
|
-$68.6K
|
-3,052
|
-0.1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$56.5M
|
+$12.3M
|
+545,640
|
+28%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$51.2M
|
+$27.3M
|
+1,212,784
|
+114%
|
|
|
7
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$43.8M
|
-$570K
|
-25,343
|
-1%
|
|
|
8
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$43.6M
|
+$18.2M
|
+807,851
|
+71%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$39.3M
|
+$11.3M
|
+503,695
|
+41%
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
$39.2M
|
+$11.2M
|
+497,993
|
+40%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$39M
|
+$11.6M
|
+517,603
|
+43%
|
|
|
12
|
Brookstone Capital Management
Wheaton,
Illinois
|
$38.2M
|
+$38M
|
+1,690,569
|
+15,153%
|
|
|
13
|
Focus Partners Wealth
Boston,
Massachusetts
|
$31.7M
|
+$4.06M
|
+180,599
|
+15%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$28.8M
|
+$3.42M
|
+152,290
|
+13%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$27.7M
|
+$9.7M
|
+431,540
|
+54%
|
|
|
16
|
Merit Financial Group
Alpharetta,
Georgia
|
$26.3M
|
+$25.8M
|
+1,146,792
|
+4,997%
|
|
|
17
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$25.9M
|
+$1.39M
|
+61,910
|
+6%
|
|
|
18
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$22.9M
|
+$197K
|
+8,757
|
+0.9%
|
|
|
19
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$21.6M
|
+$3.31M
|
+147,243
|
+18%
|
|
|
20
|
Capital Investment Advisors
Atlanta,
Georgia
|
$20.5M
|
+$3.21M
|
+142,723
|
+19%
|
|
|
21
|
Journey Advisory Group
Covington,
Kentucky
|
$19.1M
|
+$680K
|
+30,239
|
+4%
|
|
|
22
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$18M
|
+$17.2M
|
+766,146
|
+2,105%
|
|
|
23
|
MKT Advisors
Escondido,
California
|
$17.6M
|
+$4.74M
|
+210,801
|
+37%
|
|
|
24
|
Denver PWM
Denver,
Colorado
|
$16.7M
|
–
|
–
|
–
|
|
|
25
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$16M
|
+$1.26M
|
+55,982
|
+9%
|
|
