|
1
|
Oxford Financial Group
Carmel,
Indiana
|
$150M
|
+$64.9M
|
+1,622,676
|
+70%
|
|
|
2
|
|
$150M
|
-$10.5M
|
-262,331
|
-6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$33.5M
|
+$9.29M
|
+232,250
|
+36%
|
|
|
4
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$17.5M
|
+$1.92M
|
+47,928
|
+12%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.1M
|
+$3.88M
|
+96,967
|
+27%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$16.5M
|
+$1.9M
|
+47,635
|
+12%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$12.4M
|
+$4.19M
|
+104,906
|
+48%
|
|
|
8
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$11.5M
|
+$3.76M
|
+93,959
|
+45%
|
|
|
9
|
Bank of New York Mellon
New York
|
$10.8M
|
+$1.41M
|
+35,168
|
+14%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$10.6M
|
-$260K
|
-6,505
|
-2%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.2M
|
+$406K
|
+10,151
|
+4%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$9.42M
|
-$654K
|
-16,347
|
-6%
|
|
|
13
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$8.8M
|
+$17K
|
+426
|
+0.2%
|
|
|
14
|
|
$6.82M
|
+$7.16M
|
+179,002
|
New
|
|
|
15
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$6.55M
|
–
|
–
|
–
|
|
|
16
|
Flow Traders U.S.
New York
|
$6.5M
|
+$6.83M
|
+170,753
|
New
|
|
|
17
|
Moors & Cabot
Boston,
Massachusetts
|
$6.37M
|
+$334K
|
+8,360
|
+5%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$6.3M
|
+$6.61M
|
+165,387
|
New
|
|
|
19
|
Longview Financial Advisors
Huntsville,
Alabama
|
$5.97M
|
+$306K
|
+7,649
|
+5%
|
|
|
20
|
Philip James Wealth Mangement
Milton,
Georgia
|
$5.65M
|
+$34.1K
|
+854
|
+0.6%
|
|
|
21
|
Hilltop National Bank
Casper,
Wyoming
|
$4.73M
|
+$993K
|
+24,840
|
+25%
|
|
|
22
|
Edge Capital Group
Atlanta,
Georgia
|
$4.54M
|
-$8.52K
|
-213
|
-0.2%
|
|
|
23
|
Atlas Wealth Partners
Wyomissing,
Pennsylvania
|
$4.49M
|
+$209K
|
+5,218
|
+5%
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
$3.92M
|
+$3.18M
|
+79,607
|
+340%
|
|
|
25
|
Horizon Kinetics Asset Management
New York
|
$3.63M
|
+$152K
|
+3,803
|
+4%
|
|
