|
1
|
LPL Financial
San Diego,
California
|
$651M
|
-$23.4M
|
-760,641
|
-3%
|
|
|
2
|
|
$369M
|
+$141M
|
+4,587,492
|
+61%
|
|
|
3
|
|
$302M
|
+$25.4M
|
+825,934
|
+9%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$105M
|
+$31M
|
+1,010,345
|
+42%
|
|
|
5
|
TIAA Wealth Investment Management
New York
|
$85M
|
-$1.89M
|
-61,418
|
-2%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$79M
|
+$21.3M
|
+693,331
|
+37%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$62.1M
|
+$15.6M
|
+509,176
|
+34%
|
|
|
8
|
Parcion Private Wealth
Bellevue,
Washington
|
$46.3M
|
-$588K
|
-19,146
|
-1%
|
|
|
9
|
Tidal Investments
Milwaukee,
Wisconsin
|
$42.6M
|
+$217K
|
+7,073
|
+0.5%
|
|
|
10
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$38.5M
|
+$723K
|
+23,542
|
+2%
|
|
|
11
|
Beacon Pointe Advisors
Newport Beach,
California
|
$34.4M
|
+$1.77M
|
+57,755
|
+5%
|
|
|
12
|
Goldstein Advisors
Madison,
Wisconsin
|
$33M
|
+$506K
|
+16,466
|
+2%
|
|
|
13
|
Edge Wealth Management
New York
|
$32.6M
|
+$55.9K
|
+1,818
|
+0.2%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32.2M
|
+$3.94M
|
+128,234
|
+14%
|
|
|
15
|
New York Life Investment Management
New York
|
$29.7M
|
+$8.8M
|
+286,412
|
+42%
|
|
|
16
|
Farther Finance Advisors
San Francisco,
California
|
$29.2M
|
+$6.63M
|
+215,640
|
+29%
|
|
|
17
|
Savant Capital
Rockford,
Illinois
|
$29.2M
|
-$63.4K
|
-2,062
|
-0.2%
|
|
|
18
|
Concurrent Investment Advisors
Tampa,
Florida
|
$23.3M
|
+$3.06M
|
+99,674
|
+15%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.1M
|
+$351K
|
+11,429
|
+2%
|
|
|
20
|
Rockland Trust
Hanover,
Massachusetts
|
$21.3M
|
+$2.09M
|
+68,154
|
+11%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$21.1M
|
+$12.4M
|
+404,213
|
+141%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.8M
|
+$2.83M
|
+92,110
|
+16%
|
|
|
23
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$19.5M
|
+$794K
|
+25,837
|
+4%
|
|
|
24
|
Penserra Capital Management
Orinda,
California
|
$17M
|
-$1.03M
|
-33,572
|
-6%
|
|
|
25
|
Fortitude Family Office
Scottsdale,
Arizona
|
$16.9M
|
+$1.73M
|
+56,336
|
+11%
|
|
