|
1
|
|
$188M
|
-$24.1M
|
-566,938
|
-12%
|
|
|
2
|
Oxford Financial Group
Carmel,
Indiana
|
$178M
|
-$530K
|
-12,446
|
-0.3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$47.8M
|
-$5.12M
|
-120,159
|
-10%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32.5M
|
+$3.74M
|
+87,728
|
+14%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$27.6M
|
-$1.83M
|
-42,882
|
-6%
|
|
|
6
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$22.4M
|
+$215K
|
+5,047
|
+1%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$15.9M
|
+$826K
|
+19,390
|
+6%
|
|
|
8
|
Rockefeller Capital Management
New York
|
$15.8M
|
+$649K
|
+15,250
|
+5%
|
|
|
9
|
Bank of New York Mellon
New York
|
$15.7M
|
+$1.84M
|
+43,268
|
+14%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$13M
|
+$494K
|
+11,592
|
+4%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.4M
|
+$149K
|
+3,491
|
+1%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$11.8M
|
+$130K
|
+3,042
|
+1%
|
|
|
13
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$11.2M
|
+$241K
|
+5,652
|
+2%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$9.94M
|
+$2.08M
|
+48,775
|
+28%
|
|
|
15
|
Hilltop National Bank
Casper,
Wyoming
|
$9.38M
|
+$918K
|
+21,565
|
+11%
|
|
|
16
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$9.17M
|
+$246K
|
+5,781
|
+3%
|
|
|
17
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$8.16M
|
+$6.24M
|
+146,649
|
+409%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.02M
|
+$961K
|
+22,558
|
+14%
|
|
|
19
|
Longview Financial Advisors
Huntsville,
Alabama
|
$7.5M
|
+$80.6K
|
+1,892
|
+1%
|
|
|
20
|
Independent Family Office
Albany,
New York
|
$7.17M
|
+$1.09M
|
+25,559
|
+19%
|
|
|
21
|
Kestra Investment Management
Austin,
Texas
|
$6.85M
|
+$154K
|
+3,619
|
+2%
|
|
|
22
|
Philip James Wealth Mangement
Milton,
Georgia
|
$6.45M
|
-$275K
|
-6,449
|
-4%
|
|
|
23
|
Proficio Capital Partners
Newton,
Massachusetts
|
$5.83M
|
+$2.73M
|
+64,175
|
+97%
|
|
|
24
|
Atlas Wealth Partners
Wyomissing,
Pennsylvania
|
$5.74M
|
+$277K
|
+6,500
|
+5%
|
|
|
25
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$5.48M
|
–
|
–
|
–
|
|
