|
1
|
Texas Permanent School Fund
Austin,
Texas
|
$942M
|
+$956M
|
+19,045,670
|
New
|
|
|
2
|
|
$274M
|
+$93.9M
|
+1,869,662
|
+51%
|
|
|
3
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$16.9M
|
+$1.42M
|
+28,366
|
+9%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$8.46M
|
+$67.3K
|
+1,340
|
+0.8%
|
|
|
5
|
|
$5.96M
|
-$524K
|
-10,433
|
-8%
|
|
|
6
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$5.6M
|
+$5.68M
|
+113,192
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$5.48M
|
+$2.56M
|
+50,992
|
+85%
|
|
|
8
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$4.59M
|
+$1.69M
|
+33,702
|
+57%
|
|
|
9
|
Central Trust Company
Jefferson City,
Missouri
|
$3.03M
|
+$588K
|
+11,712
|
+24%
|
|
|
10
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$2.18M
|
+$2.21M
|
+44,018
|
New
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.55M
|
+$408K
|
+8,118
|
+35%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.5M
|
+$897K
|
+17,857
|
+144%
|
|
|
13
|
Next Level Private
Harrison,
New York
|
$1.22M
|
+$1.23M
|
+24,587
|
New
|
|
|
14
|
Atria Wealth Solutions
New York
|
$1.08M
|
+$1.1M
|
+21,813
|
New
|
|
|
15
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.07M
|
+$1.08M
|
+21,559
|
New
|
|
|
16
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$890K
|
+$904K
|
+18,000
|
New
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$758K
|
-$1.27M
|
-25,319
|
-62%
|
|
|
18
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$579K
|
+$164K
|
+3,269
|
+39%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$513K
|
-$48.3K
|
-962
|
-8%
|
|
|
20
|
FSC Wealth Advisors
Fishkill,
New York
|
$495K
|
+$168K
|
+3,347
|
+50%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$447K
|
+$454K
|
+9,033
|
New
|
|
|
22
|
Monterey Private Wealth
Monterey,
California
|
$447K
|
+$454K
|
+9,033
|
New
|
|
|
23
|
QTR Family Wealth
Lake Mary,
Florida
|
$336K
|
+$341K
|
+6,800
|
New
|
|
|
24
|
Flow Traders U.S.
New York
|
$301K
|
-$72.2K
|
-1,437
|
-19%
|
|
|
25
|
Panoramic Investment Advisors
Denver,
Colorado
|
$286K
|
+$41.4K
|
+825
|
+17%
|
|
