|
1
|
|
$220M
|
+$4.28M
|
+149,909
|
+2%
|
|
|
2
|
|
$207M
|
+$210M
|
+7,369,216
|
+139,913%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$158M
|
+$10.1M
|
+355,157
|
+7%
|
|
|
4
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$87.8M
|
+$89M
|
+3,121,070
|
New
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$60.8M
|
+$5.66M
|
+198,372
|
+10%
|
|
|
6
|
Tidal Investments
Milwaukee,
Wisconsin
|
$45.5M
|
+$26.2M
|
+917,173
|
+130%
|
|
|
7
|
Parcion Private Wealth
Bellevue,
Washington
|
$43.7M
|
+$568K
|
+19,903
|
+1%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$40.9M
|
+$2.55M
|
+89,369
|
+7%
|
|
|
9
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$32.7M
|
+$1.19M
|
+41,605
|
+4%
|
|
|
10
|
Litman Gregory Wealth Management
Larkspur,
California
|
$31.3M
|
-$1.19M
|
-41,761
|
-4%
|
|
|
11
|
Goldstein Advisors
Madison,
Wisconsin
|
$29.5M
|
-$588K
|
-20,626
|
-2%
|
|
|
12
|
Savant Capital
Rockford,
Illinois
|
$27.1M
|
+$63.3K
|
+2,218
|
+0.2%
|
|
|
13
|
Potomac Fund Management
Miami,
Florida
|
$24.1M
|
+$1.07M
|
+37,415
|
+5%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.3M
|
+$15.3M
|
+537,000
|
+241%
|
|
|
15
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$18.1M
|
-$573K
|
-20,089
|
-3%
|
|
|
16
|
Austin Wealth Management
Austin,
Texas
|
$18M
|
+$732K
|
+25,661
|
+4%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.5M
|
-$828K
|
-29,020
|
-4%
|
|
|
18
|
Rockland Trust
Hanover,
Massachusetts
|
$17M
|
+$3.71M
|
+130,070
|
+27%
|
|
|
19
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$16.8M
|
+$277K
|
+9,701
|
+2%
|
|
|
20
|
New York Life Investment Management
New York
|
$16M
|
-$130K
|
-4,563
|
-0.8%
|
|
|
21
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$15.9M
|
+$838K
|
+29,386
|
+5%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.4M
|
+$629K
|
+22,059
|
+4%
|
|
|
23
|
Penserra Capital Management
Orinda,
California
|
$14.9M
|
+$15.2M
|
+531,851
|
New
|
|
|
24
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$13.9M
|
+$285K
|
+9,991
|
+2%
|
|
|
25
|
ALM First Financial Advisors
Dallas,
Texas
|
$13.3M
|
–
|
–
|
–
|
|
