|
1
|
|
$8.9B
|
+$599M
|
+10,155,001
|
+7%
|
|
|
2
|
|
$23.4M
|
-$62.5K
|
-1,059
|
-0.3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$14.4M
|
+$1.82M
|
+30,862
|
+15%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.1M
|
-$3.47M
|
-58,844
|
-24%
|
|
|
5
|
Naviter Wealth
Little Rock,
Arkansas
|
$8.77M
|
+$8.67M
|
+146,814
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$8.56M
|
+$5.23M
|
+88,557
|
+162%
|
|
|
7
|
Cresset Asset Management
Chicago,
Illinois
|
$6.84M
|
+$869K
|
+14,723
|
+15%
|
|
|
8
|
Prudential Financial
Newark,
New Jersey
|
$6.7M
|
+$6.62M
|
+112,134
|
New
|
|
|
9
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$3.95M
|
+$870K
|
+14,740
|
+29%
|
|
|
10
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$3.86M
|
+$69.9K
|
+1,184
|
+2%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$3.77M
|
+$846K
|
+14,325
|
+29%
|
|
|
12
|
MRA Advisory Group
Parsippany,
New Jersey
|
$3.54M
|
+$991K
|
+16,794
|
+40%
|
|
|
13
|
55I LLC
Boston,
Massachusetts
|
$3.46M
|
-$410K
|
-6,946
|
-11%
|
|
|
14
|
Wealthspire Advisors (New York)
New York
|
$2.96M
|
-$14.8K
|
-251
|
-0.5%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.74M
|
+$17.6K
|
+298
|
+0.7%
|
|
|
16
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$2.3M
|
-$20.8K
|
-353
|
-0.9%
|
|
|
17
|
Flow Traders U.S.
New York
|
$2.29M
|
+$715K
|
+12,105
|
+46%
|
|
|
18
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.06M
|
–
|
–
|
–
|
|
|
19
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.72M
|
+$297K
|
+5,027
|
+21%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$1.71M
|
+$608K
|
+10,306
|
+56%
|
|
|
21
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.67M
|
+$1.65M
|
+27,961
|
New
|
|
|
22
|
HB Wealth Management
Atlanta,
Georgia
|
$1.41M
|
+$1.39M
|
+23,556
|
New
|
|
|
23
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.35M
|
+$937K
|
+15,869
|
+234%
|
|
|
24
|
Atria Investments
Charlotte,
North Carolina
|
$1.3M
|
+$68.4K
|
+1,159
|
+6%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$1.19M
|
+$8.32K
|
+141
|
+0.7%
|
|
