|
1
|
|
$140M
|
+$402K
|
+7,210
|
+0.3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$72.1M
|
-$1.93M
|
-34,644
|
-3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$38.9M
|
+$23.8M
|
+426,828
|
+153%
|
|
|
4
|
Executive Wealth Management
Brighton,
Michigan
|
$30M
|
+$29.7M
|
+532,965
|
+5,147%
|
|
|
5
|
Stephens Inc
Little Rock,
Arkansas
|
$26.2M
|
+$17.3M
|
+309,565
|
+188%
|
|
|
6
|
|
$16.9M
|
+$4.37M
|
+78,390
|
+35%
|
|
|
7
|
Manning & Napier Group
Fairport,
New York
|
$15M
|
–
|
–
|
–
|
|
|
8
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$13.9M
|
+$4.49M
|
+80,545
|
+47%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$12.2M
|
+$1.61M
|
+28,877
|
+15%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.6M
|
-$255K
|
-4,578
|
-2%
|
|
|
11
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$10.9M
|
+$11M
|
+197,124
|
New
|
|
|
12
|
WealthStone
Columbus,
Ohio
|
$9.76M
|
+$2.63M
|
+47,083
|
+36%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$9.57M
|
+$7.73M
|
+138,537
|
+396%
|
|
|
14
|
CX Institutional
Auburn,
Indiana
|
$6.02M
|
+$383K
|
+6,864
|
+7%
|
|
|
15
|
ETrade Capital Management
Arlington,
Virginia
|
$5.73M
|
+$3.19M
|
+57,236
|
+123%
|
|
|
16
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$4.9M
|
+$4.95M
|
+88,829
|
New
|
|
|
17
|
|
$3.52M
|
+$451K
|
+8,084
|
+15%
|
|
|
18
|
Acima Private Wealth
Richmond,
Virginia
|
$2.94M
|
-$86.9K
|
-1,558
|
-3%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$2.89M
|
+$2.92M
|
+52,405
|
New
|
|
|
20
|
Empowered Funds
Havertown,
Pennsylvania
|
$2.78M
|
+$2.82M
|
+50,486
|
New
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$2.53M
|
+$558
|
+10
|
+0%
|
|
|
22
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$2.48M
|
+$1.09M
|
+19,501
|
+77%
|
|
|
23
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.88M
|
–
|
–
|
–
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$1.83M
|
+$1.24M
|
+22,302
|
+204%
|
|
|
25
|
|
$1.48M
|
+$1.2M
|
+21,506
|
+401%
|
|
