|
1
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$46.5M
|
-$1.84M
|
-27,914
|
-4%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.4M
|
+$5.18M
|
+78,445
|
+33%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.8M
|
+$15.5M
|
+234,042
|
+2,724%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$14.5M
|
-$202K
|
-3,061
|
-1%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.4M
|
+$4.5M
|
+68,080
|
+63%
|
|
|
6
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$8.54M
|
+$9.13M
|
+138,225
|
New
|
|
|
7
|
WealthPLAN Partners
Omaha,
Nebraska
|
$8.54M
|
+$9.13M
|
+138,225
|
New
|
|
|
8
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.11M
|
-$3.31M
|
-50,048
|
-31%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$7.11M
|
+$3.34M
|
+50,609
|
+87%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$6M
|
+$1.23M
|
+18,585
|
+25%
|
|
|
11
|
|
$5.9M
|
+$5.97M
|
+90,308
|
+52,812%
|
|
|
12
|
|
$5.74M
|
+$5.81M
|
+87,933
|
New
|
|
|
13
|
GHP Investment Advisors
Denver,
Colorado
|
$5.12M
|
-$91.3K
|
-1,382
|
-2%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$5.07M
|
+$2.61M
|
+39,573
|
+104%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.37M
|
-$697K
|
-10,550
|
-14%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$4.22M
|
+$4.27M
|
+64,652
|
New
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.11M
|
+$4.17M
|
+63,042
|
New
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$3.4M
|
-$218K
|
-3,305
|
-6%
|
|
|
19
|
American Portfolios Advisors
Holbrook,
New York
|
$3.4M
|
+$1.84M
|
+27,827
|
+114%
|
|
|
20
|
Capital Investment Advisors
Atlanta,
Georgia
|
$3.36M
|
-$148K
|
-2,242
|
-4%
|
|
|
21
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$2.78M
|
+$348K
|
+5,263
|
+14%
|
|
|
22
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.61M
|
+$2.64M
|
+39,980
|
New
|
|
|
23
|
Cetera Advisors
Denver,
Colorado
|
$2.02M
|
+$451K
|
+6,819
|
+28%
|
|
|
24
|
US Bancorp
Minneapolis,
Minnesota
|
$1.96M
|
-$206K
|
-3,118
|
-9%
|
|
|
25
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$1.89M
|
-$68.1K
|
-1,030
|
-3%
|
|
