|
1
|
Great Lakes Advisors
Chicago,
Illinois
|
$23.4M
|
+$22.4M
|
+825,608
|
New
|
|
|
2
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$9.81M
|
-$29.1K
|
-1,071
|
-0.3%
|
|
|
3
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$8.57M
|
+$8.2M
|
+301,932
|
New
|
|
|
4
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$6.63M
|
+$103K
|
+3,792
|
+2%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.4M
|
+$2.14M
|
+78,971
|
+104%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.95M
|
+$1.22M
|
+44,998
|
+48%
|
|
|
7
|
Appleton Partners
Boston,
Massachusetts
|
$3.51M
|
+$287K
|
+10,583
|
+9%
|
|
|
8
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.02M
|
+$333K
|
+12,274
|
+13%
|
|
|
9
|
|
$3.01M
|
+$1.18M
|
+43,492
|
+69%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.31M
|
+$2.21M
|
+81,444
|
New
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$2.31M
|
-$2.29M
|
-84,399
|
-51%
|
|
|
12
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$1.75M
|
+$1.67M
|
+61,488
|
New
|
|
|
13
|
|
$867K
|
+$830K
|
+30,555
|
New
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$810K
|
–
|
–
|
–
|
|
|
15
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$734K
|
–
|
–
|
–
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$718K
|
-$62.8K
|
-2,313
|
-8%
|
|
|
17
|
Briaud Financial Planning
College Station,
Texas
|
$517K
|
+$21.9K
|
+805
|
+5%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$491K
|
+$212K
|
+7,814
|
+82%
|
|
|
19
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$468K
|
+$74.2K
|
+2,733
|
+20%
|
|
|
20
|
Madison Asset Management
Madison,
Wisconsin
|
$440K
|
–
|
–
|
–
|
|
|
21
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$330K
|
-$189K
|
-6,949
|
-37%
|
|
|
22
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$239K
|
+$229K
|
+8,423
|
New
|
|
|
23
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$238K
|
+$228K
|
+8,400
|
New
|
|
|
24
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$193K
|
+$185K
|
+6,815
|
New
|
|
|
25
|
Global Retirement Partners
San Rafael,
California
|
$187K
|
–
|
–
|
–
|
|
