|
1
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$40.6M
|
+$25.6M
|
+1,090,972
|
+179%
|
|
|
2
|
Franklin Resources
San Mateo,
California
|
$36.9M
|
+$124K
|
+5,275
|
+0.3%
|
|
|
3
|
Janus Henderson Group
London,
|
$32.3M
|
+$4.86M
|
+206,776
|
+18%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$21.6M
|
+$7.29M
|
+310,181
|
+52%
|
|
|
5
|
Madison Asset Management
Madison,
Wisconsin
|
$11.9M
|
+$11.7M
|
+499,393
|
New
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.1M
|
+$9.94M
|
+422,926
|
New
|
|
|
7
|
Marotta Asset Management
Charlottesville,
Virginia
|
$5.44M
|
+$5.3M
|
+225,585
|
New
|
|
|
8
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$4.47M
|
-$108K
|
-4,608
|
-2%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$2.32M
|
+$2.29M
|
+97,210
|
New
|
|
|
10
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.64M
|
+$1.61M
|
+68,436
|
New
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$1.47M
|
+$772K
|
+32,839
|
+115%
|
|
|
12
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.42M
|
+$476K
|
+20,241
|
+52%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$1.09M
|
+$232K
|
+9,855
|
+27%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$842K
|
-$55.1K
|
-2,342
|
-6%
|
|
|
15
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$680K
|
+$663K
|
+28,184
|
New
|
|
|
16
|
|
$611K
|
+$601K
|
+25,575
|
New
|
|
|
17
|
Kore Private Wealth
New York
|
$560K
|
+$313K
|
+13,309
|
+131%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$500K
|
+$492K
|
+20,919
|
New
|
|
|
19
|
Meridian Investment Counsel
Lafayette,
California
|
$225K
|
+$221K
|
+9,420
|
New
|
|
|
20
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$182K
|
+$12.4K
|
+528
|
+7%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$66K
|
–
|
–
|
–
|
|
|
22
|
Versant Capital Management
Phoenix,
Arizona
|
$55K
|
–
|
–
|
–
|
|
|
23
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$27.8K
|
-$209K
|
-8,887
|
-88%
|
|
|
24
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$8K
|
+$212
|
+9
|
+3%
|
|
|
25
|
Rockefeller Capital Management
New York
|
–
|
-$31K
|
-1,398
|
Closed
|
|
