|
1
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$159M
|
+$12.2M
|
+312,442
|
+8%
|
|
|
2
|
Morton Capital Management
Calabasas,
California
|
$51.1M
|
+$2.48M
|
+63,837
|
+5%
|
|
|
3
|
M&T Bank
Buffalo,
New York
|
$50.9M
|
+$7.39M
|
+190,024
|
+17%
|
|
|
4
|
Cary Street Partners
Richmond,
Virginia
|
$44.9M
|
+$11.2M
|
+287,825
|
+33%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$42M
|
+$39.4M
|
+1,013,067
|
+1,745%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$41.3M
|
+$18.1M
|
+464,497
|
+79%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$35.4M
|
+$17.9M
|
+459,526
|
+103%
|
|
|
8
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$20.5M
|
-$4.1M
|
-105,451
|
-17%
|
|
|
9
|
Tectonic Advisors
Frisco,
Texas
|
$20.4M
|
+$969K
|
+24,896
|
+5%
|
|
|
10
|
|
$18M
|
+$17.9M
|
+459,505
|
New
|
|
|
11
|
Weaver Capital Management
Suwanee,
Georgia
|
$15.1M
|
+$10.3M
|
+264,607
|
+219%
|
|
|
12
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$12.4M
|
+$12.3M
|
+316,303
|
New
|
|
|
13
|
Pasadena Private Wealth
Pasadena,
California
|
$8.94M
|
+$160K
|
+4,113
|
+2%
|
|
|
14
|
White & Co Financial Planning
Sunnyside,
Washington
|
$8.59M
|
+$261K
|
+6,700
|
+3%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.09M
|
+$2.4M
|
+61,673
|
+43%
|
|
|
16
|
TCW Group
Los Angeles,
California
|
$7.2M
|
–
|
–
|
–
|
|
|
17
|
WJ Wealth Management
Glendale,
Arizona
|
$5.84M
|
+$5.8M
|
+149,036
|
New
|
|
|
18
|
Peak Financial Advisors
Denver,
Colorado
|
$5.84M
|
+$5.8M
|
+148,996
|
New
|
|
|
19
|
3EDGE Asset Management
Naples,
Florida
|
$5.38M
|
+$3M
|
+77,063
|
+128%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.31M
|
+$984K
|
+25,280
|
+23%
|
|
|
21
|
Arax Advisory Partners
Denver,
Colorado
|
$4.14M
|
+$4.11M
|
+105,611
|
New
|
|
|
22
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$3.18M
|
+$597K
|
+15,352
|
+23%
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$2.83M
|
+$1.38M
|
+35,338
|
+96%
|
|
|
24
|
Leelyn Smith
Geneva,
Illinois
|
$2.5M
|
-$52.8K
|
-1,358
|
-2%
|
|
|
25
|
Frontier Asset Management
Sheridan,
Wyoming
|
$2.06M
|
+$1.23M
|
+31,640
|
+150%
|
|
