|
1
|
|
$3.94B
|
+$20.2M
|
+395,595
|
+0.5%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$34.1M
|
-$3.49M
|
-68,477
|
-10%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$27M
|
+$2.4M
|
+46,995
|
+10%
|
|
|
4
|
Roosevelt Investment Group
New York
|
$13M
|
+$291K
|
+5,712
|
+2%
|
|
|
5
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$11.7M
|
-$509K
|
-9,985
|
-4%
|
|
|
6
|
Spinnaker Trust
Portland,
Maine
|
$9.64M
|
-$64.9K
|
-1,273
|
-0.7%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.59M
|
-$918
|
-18
|
-0%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$7.56M
|
+$7.19M
|
+140,917
|
New
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.37M
|
-$2.55M
|
-50,000
|
-33%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.89M
|
–
|
–
|
–
|
|
|
11
|
Blue Edge Capital
Richmond,
Virginia
|
$4.33M
|
+$46K
|
+902
|
+1%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.52M
|
+$2.67M
|
+52,434
|
+397%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.31M
|
+$352K
|
+6,895
|
+19%
|
|
|
14
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$2.03M
|
+$57.1K
|
+1,119
|
+3%
|
|
|
15
|
Acima Private Wealth
Richmond,
Virginia
|
$1.45M
|
+$254K
|
+4,991
|
+23%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$1.2M
|
+$557K
|
+10,918
|
+95%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.02M
|
+$188K
|
+3,686
|
+24%
|
|
|
18
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$1.02M
|
+$242K
|
+4,742
|
+33%
|
|
|
19
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$991K
|
–
|
–
|
–
|
|
|
20
|
KCS Wealth Advisory
Los Angeles,
California
|
$904K
|
+$56.8K
|
+1,113
|
+7%
|
|
|
21
|
Wealthspire Advisors (New York)
New York
|
$888K
|
+$48.2K
|
+946
|
+6%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$872K
|
+$647K
|
+12,695
|
+356%
|
|
|
23
|
Argent Trust Co
Nashville,
Tennessee
|
$812K
|
–
|
–
|
–
|
|
|
24
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$726K
|
+$690K
|
+13,532
|
New
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$647K
|
-$92.5K
|
-1,814
|
-13%
|
|
