|
1
|
|
$168M
|
+$4.76M
|
+69,569
|
+3%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$56.7M
|
+$47.1M
|
+687,869
|
+503%
|
|
|
3
|
Aurelius Family Office
Bedford,
New Hampshire
|
$22M
|
+$154K
|
+2,247
|
+0.7%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.8M
|
-$1.83M
|
-26,699
|
-8%
|
|
|
5
|
Beacon Pointe Advisors
Newport Beach,
California
|
$13.2M
|
-$205K
|
-3,001
|
-2%
|
|
|
6
|
Two West Capital Advisors
Overland Park,
Kansas
|
$12.8M
|
+$768K
|
+11,230
|
+6%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$12.4M
|
+$835K
|
+12,200
|
+7%
|
|
|
8
|
Applied Capital
Little Rock,
Arkansas
|
$11.1M
|
+$6.15M
|
+89,859
|
+126%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$5.66M
|
+$83.4K
|
+1,219
|
+2%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.43M
|
+$132K
|
+1,935
|
+3%
|
|
|
11
|
Professional Financial Advisors
North Platte,
Nebraska
|
$4.65M
|
+$412K
|
+6,023
|
+10%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$4.18M
|
-$626K
|
-9,149
|
-13%
|
|
|
13
|
Five Pine Wealth Management
Coeur D Alene,
Idaho
|
$3.56M
|
+$739K
|
+10,806
|
+26%
|
|
|
14
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$3.01M
|
+$148K
|
+2,156
|
+5%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$2.9M
|
+$29.6K
|
+433
|
+1%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$2.33M
|
+$2.32M
|
+33,892
|
New
|
|
|
17
|
|
$2.22M
|
+$1.62M
|
+23,723
|
+276%
|
|
|
18
|
|
$2.21M
|
+$2.2M
|
+32,133
|
New
|
|
|
19
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$2.17M
|
+$390K
|
+5,700
|
+22%
|
|
|
20
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.05M
|
-$11K
|
-161
|
-0.5%
|
|
|
21
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$1.58M
|
-$52.2K
|
-763
|
-3%
|
|
|
22
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.48M
|
+$284K
|
+4,146
|
+24%
|
|
|
23
|
|
$1.39M
|
-$872K
|
-12,747
|
-39%
|
|
|
24
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.29M
|
-$1.96M
|
-28,579
|
-60%
|
|
|
25
|
Apella Capital
West Hartford,
Connecticut
|
$1.27M
|
-$75.7K
|
-1,106
|
-6%
|
|
