|
1
|
|
$158M
|
+$15.1M
|
+271,708
|
+11%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$75.5M
|
+$2.06M
|
+37,018
|
+3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$41.8M
|
+$2.07M
|
+37,123
|
+5%
|
|
|
4
|
Executive Wealth Management
Brighton,
Michigan
|
$30.1M
|
-$464K
|
-8,332
|
-2%
|
|
|
5
|
Stephens Inc
Little Rock,
Arkansas
|
$26M
|
-$681K
|
-12,240
|
-3%
|
|
|
6
|
|
$20.2M
|
+$2.96M
|
+53,100
|
+17%
|
|
|
7
|
|
$19.9M
|
+$16.2M
|
+290,532
|
+456%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$16.2M
|
+$3.67M
|
+66,007
|
+30%
|
|
|
9
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$16M
|
+$1.74M
|
+31,313
|
+12%
|
|
|
10
|
Manning & Napier Group
Fairport,
New York
|
$15.6M
|
–
|
–
|
–
|
|
|
11
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$14M
|
+$2.86M
|
+51,291
|
+26%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.4M
|
+$1.51M
|
+27,213
|
+13%
|
|
|
13
|
WealthStone
Columbus,
Ohio
|
$10.9M
|
+$966K
|
+17,353
|
+10%
|
|
|
14
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$5.81M
|
+$807K
|
+14,495
|
+16%
|
|
|
15
|
CX Institutional
Auburn,
Indiana
|
$5.27M
|
-$859K
|
-15,422
|
-14%
|
|
|
16
|
|
$4.19M
|
+$2.65M
|
+47,679
|
+177%
|
|
|
17
|
Acima Private Wealth
Richmond,
Virginia
|
$3.34M
|
+$339K
|
+6,087
|
+11%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$2.58M
|
+$705K
|
+12,669
|
+38%
|
|
|
19
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$2.56M
|
+$69.4K
|
+1,246
|
+3%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$2.53M
|
-$381K
|
-6,842
|
-13%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$2.42M
|
-$161K
|
-2,896
|
-6%
|
|
|
22
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$2.36M
|
+$439K
|
+7,891
|
+23%
|
|
|
23
|
Bristlecone Advisors
Bellevue,
Washington
|
$2.3M
|
+$1.36M
|
+24,376
|
+147%
|
|
|
24
|
White Pine Investment Company
Livonia,
Michigan
|
$1.4M
|
+$1.38M
|
+24,805
|
New
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$1.22M
|
+$1.21M
|
+21,667
|
New
|
|
