|
1
|
|
$147M
|
+$25.5M
|
+777,959
|
+21%
|
|
|
2
|
Oxford Financial Group
Carmel,
Indiana
|
$68.5M
|
+$68.7M
|
+2,097,491
|
New
|
|
|
3
|
LPL Financial
San Diego,
California
|
$20.7M
|
-$1.17M
|
-35,779
|
-5%
|
|
|
4
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$12.9M
|
+$392K
|
+11,963
|
+3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$12M
|
+$283K
|
+8,653
|
+2%
|
|
|
6
|
Rockefeller Capital Management
New York
|
$8.95M
|
-$6.54M
|
-199,702
|
-42%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.58M
|
-$248K
|
-7,561
|
-3%
|
|
|
8
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$8.26M
|
+$1.16M
|
+35,300
|
+16%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.06M
|
+$250K
|
+7,623
|
+3%
|
|
|
10
|
Bank of New York Mellon
New York
|
$7.3M
|
+$1.39M
|
+42,538
|
+24%
|
|
|
11
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$7.28M
|
+$288K
|
+8,799
|
+4%
|
|
|
12
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$5.62M
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$5.57M
|
+$66.6K
|
+2,034
|
+1%
|
|
|
14
|
Moors & Cabot
Boston,
Massachusetts
|
$5.35M
|
-$92.7K
|
-2,831
|
-2%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.01M
|
-$197K
|
-6,030
|
-4%
|
|
|
16
|
Longview Financial Advisors
Huntsville,
Alabama
|
$4.85M
|
+$39.7K
|
+1,212
|
+0.8%
|
|
|
17
|
Philip James Wealth Mangement
Milton,
Georgia
|
$4.72M
|
+$757K
|
+23,121
|
+19%
|
|
|
18
|
Edge Capital Group
Atlanta,
Georgia
|
$4.01M
|
-$1.66M
|
-50,639
|
-29%
|
|
|
19
|
Atlas Wealth Partners
Wyomissing,
Pennsylvania
|
$3.71M
|
+$33.4K
|
+1,019
|
+0.9%
|
|
|
20
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$3.62M
|
+$3.64M
|
+111,070
|
New
|
|
|
21
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$3.51M
|
+$4.32K
|
+132
|
+0.1%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.32M
|
+$640K
|
+19,539
|
+24%
|
|
|
23
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$3.27M
|
+$3.5K
|
+107
|
+0.1%
|
|
|
24
|
Hilltop National Bank
Casper,
Wyoming
|
$3.14M
|
+$354K
|
+10,802
|
+13%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.06M
|
+$981K
|
+29,944
|
+47%
|
|
