|
1
|
Oxford Financial Group
Carmel,
Indiana
|
$193M
|
-$4.54M
|
-87,279
|
-2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$58.7M
|
+$18.7M
|
+359,734
|
+44%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$54.5M
|
+$6.41M
|
+123,216
|
+13%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$45.7M
|
+$4.54M
|
+87,276
|
+11%
|
|
|
5
|
Rockefeller Capital Management
New York
|
$25.1M
|
+$3.46M
|
+66,473
|
+15%
|
|
|
6
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$24.2M
|
-$587K
|
-11,271
|
-2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$23M
|
-$3.09M
|
-59,307
|
-11%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.9M
|
+$1.22M
|
+23,407
|
+8%
|
|
|
9
|
First Foundation Advisors
Irvine,
California
|
$15.9M
|
+$3.72M
|
+71,558
|
+29%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.5M
|
+$3.25M
|
+62,411
|
+25%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$15M
|
+$817K
|
+15,691
|
+5%
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$14.9M
|
-$169K
|
-3,243
|
-1%
|
|
|
13
|
Hilltop National Bank
Casper,
Wyoming
|
$14M
|
–
|
–
|
–
|
|
|
14
|
MAI Capital Management
Independence,
Ohio
|
$13.6M
|
+$815K
|
+15,652
|
+6%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$13.2M
|
-$2.69M
|
-51,646
|
-16%
|
|
|
16
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$13M
|
+$3.58M
|
+68,863
|
+36%
|
|
|
17
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$12.7M
|
+$1.59M
|
+30,642
|
+14%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$11.5M
|
+$10.1M
|
+193,741
|
+541%
|
|
|
19
|
Diversified Management
Milwaukee,
Wisconsin
|
$11.2M
|
-$265K
|
-5,090
|
-2%
|
|
|
20
|
Focus Partners Wealth
Boston,
Massachusetts
|
$10.6M
|
+$2.02M
|
+38,761
|
+22%
|
|
|
21
|
Longview Financial Advisors
Huntsville,
Alabama
|
$9.34M
|
+$523K
|
+10,049
|
+6%
|
|
|
22
|
Independent Family Office
Albany,
New York
|
$7.91M
|
+$455K
|
+8,738
|
+6%
|
|
|
23
|
Kestra Investment Management
Austin,
Texas
|
$7.76M
|
+$475K
|
+9,117
|
+6%
|
|
|
24
|
NCM Capital Management
Ramsey,
New Jersey
|
$7.67M
|
+$1.05M
|
+20,110
|
+15%
|
|
|
25
|
Pecaut & Co
Sioux City,
Iowa
|
$7.63M
|
+$182K
|
+3,505
|
+2%
|
|
