|
1
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$145M
|
+$8.8M
|
+225,867
|
+6%
|
|
|
2
|
Morton Capital Management
Calabasas,
California
|
$48M
|
+$977K
|
+25,068
|
+2%
|
|
|
3
|
M&T Bank
Buffalo,
New York
|
$42.9M
|
-$1.89M
|
-48,537
|
-4%
|
|
|
4
|
Cary Street Partners
Richmond,
Virginia
|
$33.2M
|
+$33.5M
|
+859,520
|
New
|
|
|
5
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$24.3M
|
+$24.5M
|
+627,755
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$22.8M
|
+$11.8M
|
+301,715
|
+105%
|
|
|
7
|
Tectonic Advisors
Frisco,
Texas
|
$19.2M
|
+$1.54M
|
+39,590
|
+9%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.2M
|
+$5.76M
|
+147,688
|
+50%
|
|
|
9
|
Pasadena Private Wealth
Pasadena,
California
|
$8.67M
|
+$8.73M
|
+224,039
|
New
|
|
|
10
|
White & Co Financial Planning
Sunnyside,
Washington
|
$8.23M
|
+$8.3M
|
+212,874
|
New
|
|
|
11
|
TCW Group
Los Angeles,
California
|
$7.11M
|
–
|
–
|
–
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.6M
|
+$143K
|
+3,665
|
+3%
|
|
|
13
|
Weaver Capital Management
Suwanee,
Georgia
|
$4.68M
|
+$4.72M
|
+121,037
|
New
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.26M
|
+$334K
|
+8,576
|
+8%
|
|
|
15
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.54M
|
+$393K
|
+10,096
|
+18%
|
|
|
16
|
Leelyn Smith
Geneva,
Illinois
|
$2.52M
|
+$2.54M
|
+65,177
|
New
|
|
|
17
|
3EDGE Asset Management
Naples,
Florida
|
$2.34M
|
+$2.35M
|
+60,409
|
New
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$2.25M
|
+$2.26M
|
+58,048
|
New
|
|
|
19
|
Tandem Financial
Greenwood Village,
Colorado
|
$1.59M
|
+$1.61M
|
+41,234
|
New
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$1.47M
|
-$1.93M
|
-49,454
|
-57%
|
|
|
21
|
Ariadne Wealth Management
Santa Barbara,
California
|
$1.45M
|
+$1.46M
|
+37,389
|
New
|
|
|
22
|
Steward Partners Investment Advisory
New York
|
$1.42M
|
+$1.31M
|
+33,705
|
+1,079%
|
|
|
23
|
|
$1.35M
|
+$1.36M
|
+34,900
|
New
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.3M
|
-$1.06M
|
-27,266
|
-45%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.09M
|
+$1.1M
|
+28,300
|
New
|
|
