|
1
|
Oxford Financial Group
Carmel,
Indiana
|
$206M
|
-$1.39M
|
-27,525
|
-0.7%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$50.4M
|
-$5.21M
|
-103,257
|
-10%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$43.2M
|
+$2.21M
|
+43,713
|
+6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$42.5M
|
+$6.89M
|
+136,431
|
+20%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$27M
|
+$7.35M
|
+145,452
|
+39%
|
|
|
6
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$25.8M
|
-$25K
|
-495
|
-0.1%
|
|
|
7
|
Rockefeller Capital Management
New York
|
$22.7M
|
+$2.65M
|
+52,423
|
+14%
|
|
|
8
|
Bank of New York Mellon
New York
|
$22.6M
|
+$1.94M
|
+38,447
|
+10%
|
|
|
9
|
Bayshore Capital Advisors
Tampa,
Florida
|
$17.2M
|
+$1.91M
|
+37,814
|
+13%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$16.4M
|
+$4M
|
+79,182
|
+33%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$15.7M
|
-$62.8K
|
-1,243
|
-0.4%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.4M
|
+$650K
|
+12,867
|
+5%
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$14.9M
|
+$502K
|
+9,944
|
+4%
|
|
|
14
|
Hilltop National Bank
Casper,
Wyoming
|
$14.6M
|
+$1.58M
|
+31,215
|
+13%
|
|
|
15
|
MAI Capital Management
Independence,
Ohio
|
$13.3M
|
+$234K
|
+4,642
|
+2%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$13M
|
+$2.74M
|
+54,356
|
+28%
|
|
|
17
|
First Foundation Advisors
Irvine,
California
|
$12.8M
|
+$1.12M
|
+22,142
|
+10%
|
|
|
18
|
Diversified Management
Milwaukee,
Wisconsin
|
$12M
|
+$1.16M
|
+22,972
|
+11%
|
|
|
19
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$11.6M
|
+$533K
|
+10,562
|
+5%
|
|
|
20
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$9.99M
|
+$213K
|
+4,218
|
+2%
|
|
|
21
|
Longview Financial Advisors
Huntsville,
Alabama
|
$9.23M
|
+$217K
|
+4,295
|
+2%
|
|
|
22
|
Focus Partners Wealth
Boston,
Massachusetts
|
$9.02M
|
+$2.4M
|
+47,454
|
+38%
|
|
|
23
|
Cooper Investors
Melbourne, Victoria,
Australia
|
$8.99M
|
+$8.72M
|
+172,724
|
New
|
|
|
24
|
Independent Family Office
Albany,
New York
|
$7.81M
|
-$574K
|
-11,367
|
-7%
|
|
|
25
|
Pecaut & Co
Sioux City,
Iowa
|
$7.78M
|
+$4.91M
|
+97,248
|
+186%
|
|
