|
1
|
|
$3.27B
|
+$30.6M
|
+718,883
|
+1%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$19.9M
|
+$1.51M
|
+35,545
|
+9%
|
|
|
3
|
Roosevelt Investment Group
New York
|
$10.8M
|
+$6.86M
|
+161,078
|
+208%
|
|
|
4
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$8.67M
|
+$951K
|
+22,322
|
+13%
|
|
|
5
|
Spinnaker Trust
Portland,
Maine
|
$8.1M
|
+$7.63M
|
+179,199
|
New
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.78M
|
+$6.39M
|
+150,000
|
New
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.89M
|
–
|
–
|
–
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.26M
|
+$4.02M
|
+94,287
|
New
|
|
|
9
|
Blue Edge Capital
Richmond,
Virginia
|
$3.57M
|
-$274K
|
-6,437
|
-8%
|
|
|
10
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$3.01M
|
+$2.59M
|
+60,801
|
+1,057%
|
|
|
11
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.66M
|
+$74K
|
+1,737
|
+5%
|
|
|
12
|
Acima Private Wealth
Richmond,
Virginia
|
$970K
|
-$21.5K
|
-504
|
-2%
|
|
|
13
|
Argent Trust Co
Nashville,
Tennessee
|
$698K
|
+$12.5K
|
+294
|
+2%
|
|
|
14
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$688K
|
+$55.9K
|
+1,312
|
+9%
|
|
|
15
|
KCS Wealth Advisory
Los Angeles,
California
|
$685K
|
+$146K
|
+3,438
|
+29%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$560K
|
-$2.6K
|
-61
|
-0.5%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$521K
|
+$206K
|
+4,826
|
+72%
|
|
|
18
|
Raymond James Trust
St. Petersburg,
Florida
|
$470K
|
-$38.6K
|
-906
|
-8%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$426K
|
+$401K
|
+9,418
|
New
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$405K
|
-$140K
|
-3,287
|
-27%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$367K
|
-$1.4M
|
-32,796
|
-80%
|
|
|
22
|
Howard Financial Services
Dallas,
Texas
|
$359K
|
–
|
–
|
–
|
|
|
23
|
|
$341K
|
-$87.1K
|
-2,045
|
-21%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$336K
|
-$11.5K
|
-270
|
-4%
|
|
|
25
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$330K
|
+$2.21K
|
+52
|
+0.7%
|
|
