|
1
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$45.5M
|
+$44.4M
|
+855,973
|
New
|
|
|
2
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$16.6M
|
+$16.2M
|
+312,383
|
New
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.44M
|
+$6.29M
|
+121,207
|
New
|
|
|
4
|
|
$5.41M
|
+$5.28M
|
+101,876
|
New
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$3.23M
|
+$3.25M
|
+62,700
|
New
|
|
|
6
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$2.13M
|
+$2.08M
|
+40,199
|
New
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.97M
|
+$1.93M
|
+37,268
|
New
|
|
|
8
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.97M
|
+$1.93M
|
+37,268
|
New
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.52M
|
+$1.49M
|
+28,678
|
New
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.47M
|
+$1.45M
|
+28,001
|
New
|
|
|
11
|
|
$820K
|
+$801K
|
+15,448
|
New
|
|
|
12
|
Aspire Private Capital
Cornelius,
North Carolina
|
$457K
|
+$446K
|
+8,598
|
New
|
|
|
13
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$337K
|
+$329K
|
+6,345
|
New
|
|
|
14
|
TownSquare Capital
Provo,
Utah
|
$263K
|
+$257K
|
+4,958
|
New
|
|
|
15
|
CreativeOne Wealth
Overland Park,
Kansas
|
$247K
|
+$241K
|
+4,643
|
New
|
|
|
16
|
Comerica Bank
Dallas,
Texas
|
$78.3K
|
+$76.4K
|
+1,474
|
New
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$21K
|
+$20.4K
|
+393
|
New
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$743
|
+$726
|
+14
|
New
|
|
|
19
|
Tower Research Capital (TRC)
New York
|
$425
|
+$415
|
+8
|
New
|
|
