|
1
|
Oxford Financial Group
Carmel,
Indiana
|
$177M
|
-$669K
|
-15,169
|
-0.4%
|
|
|
2
|
|
$157M
|
-$30M
|
-680,470
|
-16%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$47.6M
|
+$141K
|
+3,192
|
+0.3%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34.9M
|
+$2.57M
|
+58,309
|
+8%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$30.3M
|
+$2.76M
|
+62,635
|
+10%
|
|
|
6
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$22.1M
|
-$247K
|
-5,600
|
-1%
|
|
|
7
|
Bank of New York Mellon
New York
|
$17.6M
|
+$1.98M
|
+44,894
|
+13%
|
|
|
8
|
Rockefeller Capital Management
New York
|
$17.1M
|
+$1.34M
|
+30,404
|
+9%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$16.6M
|
+$820K
|
+18,572
|
+5%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$13.5M
|
+$543K
|
+12,300
|
+4%
|
|
|
11
|
Bayshore Capital Advisors
Tampa,
Florida
|
$13M
|
+$12.9M
|
+292,692
|
New
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.6M
|
+$221K
|
+5,002
|
+2%
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$12.3M
|
+$506K
|
+11,460
|
+4%
|
|
|
14
|
MAI Capital Management
Independence,
Ohio
|
$11.2M
|
+$11.1M
|
+251,382
|
+193,371%
|
|
|
15
|
Hilltop National Bank
Casper,
Wyoming
|
$11.1M
|
+$1.73M
|
+39,196
|
+19%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$10.5M
|
+$626K
|
+14,184
|
+6%
|
|
|
17
|
First Foundation Advisors
Irvine,
California
|
$9.97M
|
+$7.02M
|
+159,107
|
+244%
|
|
|
18
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$9.46M
|
+$335K
|
+7,594
|
+4%
|
|
|
19
|
Diversified Management
Milwaukee,
Wisconsin
|
$9.2M
|
+$9.13M
|
+206,947
|
New
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.66M
|
+$675K
|
+15,302
|
+9%
|
|
|
21
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$8.34M
|
+$225K
|
+5,095
|
+3%
|
|
|
22
|
Longview Financial Advisors
Huntsville,
Alabama
|
$7.69M
|
+$230K
|
+5,203
|
+3%
|
|
|
23
|
Independent Family Office
Albany,
New York
|
$7.17M
|
+$37.5K
|
+849
|
+0.5%
|
|
|
24
|
Kestra Investment Management
Austin,
Texas
|
$6.97M
|
+$155K
|
+3,511
|
+2%
|
|
|
25
|
Philip James Wealth Mangement
Milton,
Georgia
|
$6.58M
|
+$163K
|
+3,685
|
+3%
|
|
