|
1
|
Wealthspire Advisors (New York)
New York
|
$50.7M
|
+$44.9M
|
+951,096
|
+916%
|
|
|
2
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$48.7M
|
–
|
–
|
–
|
|
|
3
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$30.7M
|
-$1.58M
|
-33,421
|
-5%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$28.4M
|
+$13.8M
|
+292,788
|
+98%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.6M
|
-$347K
|
-7,350
|
-1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$22.7M
|
+$3.62M
|
+76,667
|
+19%
|
|
|
7
|
Kestra Investment Management
Austin,
Texas
|
$20.7M
|
+$5.73M
|
+121,404
|
+39%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$14.8M
|
-$464K
|
-9,846
|
-3%
|
|
|
9
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$14.3M
|
+$1.17M
|
+24,892
|
+9%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$14.2M
|
-$1.08M
|
-23,005
|
-7%
|
|
|
11
|
IMA Advisory Services
Denver,
Colorado
|
$13.2M
|
+$484K
|
+10,272
|
+4%
|
|
|
12
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$11.5M
|
+$966K
|
+20,482
|
+9%
|
|
|
13
|
TL Private Wealth
Southlake,
Texas
|
$9.31M
|
+$550K
|
+11,659
|
+6%
|
|
|
14
|
|
$8.73M
|
-$424K
|
-8,989
|
-5%
|
|
|
15
|
Ocean Park Asset Management
Santa Monica,
California
|
$8.41M
|
+$8.25M
|
+175,000
|
New
|
|
|
16
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$8.17M
|
+$697K
|
+14,776
|
+10%
|
|
|
17
|
|
$7.29M
|
+$2.45M
|
+51,905
|
+52%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$7.23M
|
+$4.14M
|
+87,890
|
+141%
|
|
|
19
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$6.86M
|
+$4.61M
|
+97,723
|
+217%
|
|
|
20
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$6.79M
|
-$2.66M
|
-56,370
|
-29%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.55M
|
+$3.16M
|
+66,917
|
+96%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.35M
|
+$5.59M
|
+118,530
|
+870%
|
|
|
23
|
Systelligence LLC
Bloomington,
Minnesota
|
$5.83M
|
-$267K
|
-5,667
|
-4%
|
|
|
24
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$5.79M
|
+$1.29M
|
+27,352
|
+29%
|
|
|
25
|
Atomi Financial Group
New York
|
$5.61M
|
+$1.82M
|
+38,670
|
+50%
|
|
