|
1
|
|
$163M
|
+$16.1M
|
+364,980
|
+12%
|
|
|
2
|
Executive Wealth Management
Brighton,
Michigan
|
$42.2M
|
-$1.1M
|
-25,102
|
-3%
|
|
|
3
|
Arvest Investments
Lowell,
Arkansas
|
$31.3M
|
+$29.8M
|
+676,781
|
New
|
|
|
4
|
Stephens Inc
Little Rock,
Arkansas
|
$22.3M
|
+$126K
|
+2,862
|
+0.6%
|
|
|
5
|
|
$21.8M
|
+$1.05M
|
+23,755
|
+5%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$16.6M
|
-$31.9K
|
-726
|
-0.2%
|
|
|
7
|
|
$15.7M
|
+$103K
|
+2,350
|
+0.7%
|
|
|
8
|
Criterion Capital Advisors
Nashville,
Tennessee
|
$14.5M
|
+$13.8M
|
+313,390
|
New
|
|
|
9
|
Manning & Napier Group
Fairport,
New York
|
$10.9M
|
–
|
–
|
–
|
|
|
10
|
Destiny Wealth Partners
Tavares,
Florida
|
$10.3M
|
+$472K
|
+10,734
|
+5%
|
|
|
11
|
Allworth Financial
Folsom,
California
|
$9.8M
|
+$2.66M
|
+60,496
|
+40%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$9.23M
|
+$7.46M
|
+169,654
|
+572%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.98M
|
-$103K
|
-2,344
|
-1%
|
|
|
14
|
Stokes Family Office
New Orleans,
Louisiana
|
$5.93M
|
+$1.44M
|
+32,786
|
+34%
|
|
|
15
|
White Pine Investment Company
Livonia,
Michigan
|
$5.64M
|
+$1.44M
|
+32,817
|
+37%
|
|
|
16
|
Channel Wealth
Santa Barbara,
California
|
$5.07M
|
+$84.7K
|
+1,925
|
+2%
|
|
|
17
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$4.72M
|
-$554K
|
-12,599
|
-11%
|
|
|
18
|
|
$4.59M
|
+$1.94M
|
+44,149
|
+80%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$4.18M
|
-$2.58M
|
-58,738
|
-39%
|
|
|
20
|
Principal Securities
Des Moines,
Iowa
|
$3.72M
|
+$3.53M
|
+80,241
|
New
|
|
|
21
|
MGO One Seven
Beachwood,
Ohio
|
$3.62M
|
+$3.44M
|
+78,272
|
New
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$3.37M
|
+$1.9M
|
+43,218
|
+146%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$3.35M
|
+$2.7M
|
+61,412
|
+559%
|
|
|
24
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$3.24M
|
+$11.3K
|
+257
|
+0.4%
|
|
|
25
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.5M
|
-$15.7K
|
-356
|
-0.7%
|
|
