|
1
|
|
$155M
|
-$459K
|
-8,497
|
-0.3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$72.1M
|
+$7.71M
|
+142,791
|
+12%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$58.6M
|
+$6.85M
|
+126,854
|
+13%
|
|
|
4
|
|
$51.7M
|
+$5.38M
|
+99,762
|
+12%
|
|
|
5
|
Stephens Inc
Little Rock,
Arkansas
|
$30M
|
–
|
–
|
–
|
|
|
6
|
Executive Wealth Management
Brighton,
Michigan
|
$28.8M
|
-$1.39M
|
-25,792
|
-5%
|
|
|
7
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$17.2M
|
+$686K
|
+12,719
|
+4%
|
|
|
8
|
Manning & Napier Group
Fairport,
New York
|
$17.1M
|
–
|
–
|
–
|
|
|
9
|
|
$15.7M
|
+$638K
|
+11,819
|
+4%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.5M
|
+$2.1M
|
+38,978
|
+17%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$10.6M
|
-$431K
|
-7,993
|
-4%
|
|
|
12
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
$6.9M
|
-$21K
|
-390
|
-0.3%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.48M
|
+$5.4M
|
+100,000
|
New
|
|
|
14
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$5.11M
|
-$375K
|
-6,941
|
-7%
|
|
|
15
|
CX Institutional
Auburn,
Indiana
|
$4.56M
|
-$367K
|
-6,795
|
-8%
|
|
|
16
|
Acima Private Wealth
Richmond,
Virginia
|
$4.47M
|
+$676K
|
+12,530
|
+18%
|
|
|
17
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$4.2M
|
-$513K
|
-9,509
|
-11%
|
|
|
18
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$3.29M
|
–
|
–
|
–
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.82M
|
+$643K
|
+11,923
|
+30%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$2.5M
|
+$1.37M
|
+25,303
|
+124%
|
|
|
21
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$2.09M
|
+$359K
|
+6,653
|
+21%
|
|
|
22
|
White Pine Investment Company
Livonia,
Michigan
|
$2.07M
|
+$194K
|
+3,603
|
+11%
|
|
|
23
|
|
$2M
|
+$1.97M
|
+36,447
|
New
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$1.96M
|
+$429K
|
+7,954
|
+29%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$1.91M
|
-$566K
|
-10,482
|
-23%
|
|
