|
1
|
|
$4.98B
|
+$95.1M
|
+1,497,562
|
+2%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$38M
|
-$1.39M
|
-21,912
|
-4%
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$37.9M
|
+$5.68M
|
+89,532
|
+18%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$30.1M
|
+$29.5M
|
+464,875
|
New
|
|
|
5
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$22.4M
|
+$5.36M
|
+84,432
|
+32%
|
|
|
6
|
Genesee Capital Advisors
Auburn,
New York
|
$22.4M
|
+$22M
|
+345,742
|
New
|
|
|
7
|
IAM Advisory
Easton,
Pennsylvania
|
$22.4M
|
+$22M
|
+345,742
|
New
|
|
|
8
|
Roosevelt Investment Group
New York
|
$15.5M
|
+$15.3M
|
+240,250
|
New
|
|
|
9
|
Spinnaker Trust
Portland,
Maine
|
$11.8M
|
+$138K
|
+2,176
|
+1%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.6M
|
+$9.42M
|
+148,341
|
New
|
|
|
11
|
Blue Edge Capital
Richmond,
Virginia
|
$5.39M
|
+$44.6K
|
+703
|
+0.9%
|
|
|
12
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$5.04M
|
-$373K
|
-5,868
|
-7%
|
|
|
13
|
|
$4.9M
|
+$2.08M
|
+32,734
|
+76%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.89M
|
+$2.4M
|
+37,789
|
+100%
|
|
|
15
|
Sentinel Trust
Houston,
Texas
|
$4.6M
|
–
|
–
|
–
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.14M
|
+$1.21M
|
+19,056
|
+65%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$2.67M
|
-$1.93M
|
-30,333
|
-42%
|
|
|
18
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$2.44M
|
–
|
–
|
–
|
|
|
19
|
LPL Financial
San Diego,
California
|
$2.21M
|
+$807K
|
+12,708
|
+59%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$2.08M
|
+$1.05M
|
+16,537
|
+106%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.98M
|
+$966K
|
+15,214
|
+99%
|
|
|
22
|
Acima Private Wealth
Richmond,
Virginia
|
$1.86M
|
-$2.29K
|
-36
|
-0.1%
|
|
|
23
|
Cresset Asset Management
Chicago,
Illinois
|
$1.79M
|
+$1.76M
|
+27,705
|
New
|
|
|
24
|
|
$1.5M
|
-$1.91M
|
-30,105
|
-56%
|
|
|
25
|
Argent Trust Co
Nashville,
Tennessee
|
$1.39M
|
-$31K
|
-489
|
-2%
|
|
