|
1
|
|
$201M
|
+$25.9M
|
+628,255
|
+15%
|
|
|
2
|
Oxford Financial Group
Carmel,
Indiana
|
$169M
|
+$289K
|
+7,015
|
+0.2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$50.1M
|
+$2.12M
|
+51,398
|
+5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$27.9M
|
+$7.66M
|
+185,736
|
+39%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27M
|
+$3.68M
|
+89,361
|
+16%
|
|
|
6
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$20.9M
|
+$375K
|
+9,107
|
+2%
|
|
|
7
|
Rockefeller Capital Management
New York
|
$14.3M
|
+$1.58M
|
+38,283
|
+13%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$14.2M
|
-$2.38M
|
-57,697
|
-15%
|
|
|
9
|
Bank of New York Mellon
New York
|
$13M
|
-$471K
|
-11,413
|
-4%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$11.8M
|
+$1.09M
|
+26,550
|
+10%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.6M
|
+$107K
|
+2,586
|
+1%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$11M
|
-$39.7K
|
-963
|
-0.4%
|
|
|
13
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$10.3M
|
+$404K
|
+9,788
|
+4%
|
|
|
14
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$8.41M
|
+$4.12M
|
+99,877
|
+100%
|
|
|
15
|
Hilltop National Bank
Casper,
Wyoming
|
$7.95M
|
+$7.77M
|
+188,413
|
New
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$7.32M
|
+$188K
|
+4,560
|
+3%
|
|
|
17
|
Longview Financial Advisors
Huntsville,
Alabama
|
$6.99M
|
-$121K
|
-2,931
|
-2%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.62M
|
+$684K
|
+16,598
|
+12%
|
|
|
19
|
Philip James Wealth Mangement
Milton,
Georgia
|
$6.36M
|
+$76.1K
|
+1,846
|
+1%
|
|
|
20
|
Kestra Investment Management
Austin,
Texas
|
$6.31M
|
-$5.32M
|
-129,049
|
-46%
|
|
|
21
|
Independent Family Office
Albany,
New York
|
$5.76M
|
+$1.22M
|
+29,530
|
+28%
|
|
|
22
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$5.17M
|
-$2.04M
|
-49,400
|
-29%
|
|
|
23
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.17M
|
-$84.2K
|
-2,042
|
-2%
|
|
|
24
|
Atlas Wealth Partners
Wyomissing,
Pennsylvania
|
$5.14M
|
+$67K
|
+1,624
|
+1%
|
|
|
25
|
Moors & Cabot
Boston,
Massachusetts
|
$5.1M
|
-$548K
|
-13,290
|
-10%
|
|
