|
1
|
HM Payson & Co
Portland,
Maine
|
$152M
|
-$15.1M
|
-672,615
|
-9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$84.5M
|
+$5.51M
|
+245,067
|
+7%
|
|
|
3
|
|
$83.2M
|
+$2.35M
|
+104,687
|
+3%
|
|
|
4
|
GLOBALT Investments
Atlanta,
Georgia
|
$67.3M
|
+$3.78M
|
+168,385
|
+6%
|
|
|
5
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$59.2M
|
+$15.7M
|
+696,718
|
+36%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$55.9M
|
-$554K
|
-24,668
|
-1%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$55.3M
|
+$4.27M
|
+189,891
|
+8%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.6M
|
+$28.4M
|
+1,263,050
|
+198%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$42M
|
+$3.15M
|
+140,149
|
+8%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$40.6M
|
+$1.44M
|
+64,069
|
+4%
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$39.1M
|
-$57.8K
|
-2,571
|
-0.1%
|
|
|
12
|
Brookstone Capital Management
Wheaton,
Illinois
|
$38.6M
|
+$411K
|
+18,307
|
+1%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$38.1M
|
+$9.37M
|
+416,994
|
+33%
|
|
|
14
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$37.6M
|
-$6.11M
|
-271,862
|
-14%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$33.2M
|
+$5.53M
|
+246,251
|
+20%
|
|
|
16
|
Focus Partners Wealth
Boston,
Massachusetts
|
$31.5M
|
-$104K
|
-4,610
|
-0.3%
|
|
|
17
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$29.5M
|
+$3.65M
|
+162,553
|
+14%
|
|
|
18
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$28.9M
|
+$10.9M
|
+485,162
|
+60%
|
|
|
19
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$27.8M
|
+$23.1M
|
+1,030,037
|
+490%
|
|
|
20
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$27M
|
+$5.52M
|
+245,584
|
+26%
|
|
|
21
|
Merit Financial Group
Alpharetta,
Georgia
|
$26.6M
|
+$402K
|
+17,903
|
+2%
|
|
|
22
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$23.5M
|
+$678K
|
+30,173
|
+3%
|
|
|
23
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$21.1M
|
+$5.64M
|
+250,932
|
+36%
|
|
|
24
|
Capital Investment Advisors
Atlanta,
Georgia
|
$20.2M
|
-$224K
|
-9,960
|
-1%
|
|
|
25
|
Journey Advisory Group
Covington,
Kentucky
|
$19.6M
|
+$500K
|
+22,269
|
+3%
|
|
