|
1
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$140M
|
+$8.44M
|
+215,577
|
+7%
|
|
|
2
|
Morton Capital Management
Calabasas,
California
|
$48.4M
|
+$5.82M
|
+148,688
|
+14%
|
|
|
3
|
M&T Bank
Buffalo,
New York
|
$46.1M
|
+$1.26M
|
+32,181
|
+3%
|
|
|
4
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$23.4M
|
+$9.04M
|
+230,912
|
+65%
|
|
|
5
|
Tectonic Advisors
Frisco,
Texas
|
$18.2M
|
+$2.69M
|
+68,621
|
+18%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.8M
|
-$21.9M
|
-558,382
|
-65%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$11.5M
|
+$319K
|
+8,147
|
+3%
|
|
|
8
|
TCW Group
Los Angeles,
California
|
$7.32M
|
–
|
–
|
–
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.62M
|
+$3.55M
|
+90,693
|
+180%
|
|
|
10
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$5.1M
|
+$4.09M
|
+104,520
|
+443%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.05M
|
-$192K
|
-4,907
|
-5%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$3.48M
|
+$3.42M
|
+87,398
|
New
|
|
|
13
|
|
$2.97M
|
+$2.92M
|
+74,618
|
New
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.42M
|
+$870K
|
+22,226
|
+58%
|
|
|
15
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.21M
|
+$67.2K
|
+1,716
|
+3%
|
|
|
16
|
Frontier Asset Management
Sheridan,
Wyoming
|
$1.64M
|
+$1.61M
|
+41,102
|
New
|
|
|
17
|
Advisory Services Network
Atlanta,
Georgia
|
$778K
|
–
|
–
|
–
|
|
|
18
|
Wedbush Securities
Los Angeles,
California
|
$733K
|
+$721K
|
+18,423
|
New
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$681K
|
+$669K
|
+17,102
|
New
|
|
|
20
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$657K
|
+$37.6K
|
+961
|
+6%
|
|
|
21
|
Snowden Capital Advisors
New York
|
$563K
|
+$7.91K
|
+202
|
+1%
|
|
|
22
|
CAP Partners LLC
Franklin,
Tennessee
|
$557K
|
+$42.9K
|
+1,096
|
+8%
|
|
|
23
|
FSC Wealth Advisors
Fishkill,
New York
|
$547K
|
+$25.5K
|
+651
|
+5%
|
|
|
24
|
Cooper Financial Group
Irvine,
California
|
$470K
|
–
|
–
|
–
|
|
|
25
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$463K
|
+$456K
|
+11,637
|
New
|
|
