|
1
|
|
$169M
|
+$8.74M
|
+218,365
|
+6%
|
|
|
2
|
Oxford Financial Group
Carmel,
Indiana
|
$162M
|
+$2.66M
|
+66,474
|
+2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$46.2M
|
+$10.3M
|
+258,147
|
+29%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.4M
|
+$4.03M
|
+100,608
|
+22%
|
|
|
5
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$19.8M
|
+$1.09M
|
+27,244
|
+6%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$19.3M
|
+$1.68M
|
+42,004
|
+10%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$16M
|
+$2.77M
|
+69,201
|
+21%
|
|
|
8
|
Bank of New York Mellon
New York
|
$13M
|
+$1.38M
|
+34,542
|
+12%
|
|
|
9
|
Rockefeller Capital Management
New York
|
$12.2M
|
+$848K
|
+21,177
|
+8%
|
|
|
10
|
Kestra Investment Management
Austin,
Texas
|
$11.3M
|
+$11.2M
|
+278,702
|
New
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.1M
|
+$214K
|
+5,345
|
+2%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$10.7M
|
+$594K
|
+14,830
|
+6%
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10.3M
|
+$6.53M
|
+163,044
|
+181%
|
|
|
14
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$9.57M
|
+$174K
|
+4,340
|
+2%
|
|
|
15
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$6.99M
|
–
|
–
|
–
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$6.87M
|
+$148K
|
+3,709
|
+2%
|
|
|
17
|
Longview Financial Advisors
Huntsville,
Alabama
|
$6.86M
|
+$479K
|
+11,956
|
+8%
|
|
|
18
|
Philip James Wealth Mangement
Milton,
Georgia
|
$6.05M
|
+$23.2K
|
+579
|
+0.4%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.7M
|
+$2.2M
|
+55,070
|
+65%
|
|
|
20
|
Moors & Cabot
Boston,
Massachusetts
|
$5.46M
|
-$1.32M
|
-33,065
|
-20%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.07M
|
+$1.68M
|
+42,058
|
+51%
|
|
|
22
|
Atlas Wealth Partners
Wyomissing,
Pennsylvania
|
$4.89M
|
+$96.5K
|
+2,411
|
+2%
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$4.77M
|
+$531K
|
+13,257
|
+13%
|
|
|
24
|
SCS Capital Management
Boston,
Massachusetts
|
$4.66M
|
+$4.59M
|
+114,654
|
New
|
|
|
25
|
Independent Family Office
Albany,
New York
|
$4.28M
|
+$723K
|
+18,055
|
+21%
|
|
