|
1
|
Bank of America
Charlotte,
North Carolina
|
$61.6M
|
+$60.9M
|
+1,259,030
|
New
|
|
|
2
|
Crestone Asset Management
Boulder,
Colorado
|
$28.8M
|
+$28.5M
|
+589,676
|
New
|
|
|
3
|
LPL Financial
San Diego,
California
|
$28.6M
|
+$24.3M
|
+502,458
|
+616%
|
|
|
4
|
Atwood & Palmer
Kansas City,
Missouri
|
$15.7M
|
+$844K
|
+17,445
|
+6%
|
|
|
5
|
Hilton Capital Management
Garden City,
New York
|
$11.9M
|
+$11.8M
|
+243,896
|
New
|
|
|
6
|
Adams Wealth Management
Logan,
Utah
|
$10.5M
|
+$1.38M
|
+28,494
|
+15%
|
|
|
7
|
Destiny Wealth Partners
Tavares,
Florida
|
$9.69M
|
+$1.1M
|
+22,658
|
+13%
|
|
|
8
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$9.53M
|
+$9.43M
|
+195,000
|
New
|
|
|
9
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$9.38M
|
+$7.72M
|
+159,656
|
+496%
|
|
|
10
|
EPIQ Partners
Minneapolis,
Minnesota
|
$6.21M
|
-$813K
|
-16,800
|
-12%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.19M
|
+$6.12M
|
+126,528
|
New
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$5.57M
|
+$211K
|
+4,361
|
+4%
|
|
|
13
|
Paragon Advisors
College Station,
Texas
|
$4.78M
|
+$4.73M
|
+97,691
|
New
|
|
|
14
|
Financial Enhancement Group
Anderson,
Indiana
|
$4.71M
|
-$6.03M
|
-124,524
|
-56%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.52M
|
+$3.53M
|
+72,974
|
+376%
|
|
|
16
|
Black Swift Group
Boulder,
Colorado
|
$3.11M
|
-$300K
|
-6,200
|
-9%
|
|
|
17
|
|
$2.63M
|
-$327K
|
-6,760
|
-11%
|
|
|
18
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$2.47M
|
+$133K
|
+2,758
|
+6%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.41M
|
+$2.39M
|
+49,361
|
New
|
|
|
20
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$1.75M
|
+$1.73M
|
+35,808
|
New
|
|
|
21
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$1.6M
|
+$44.4K
|
+917
|
+3%
|
|
|
22
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$1.37M
|
+$663K
|
+13,707
|
+96%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$1.26M
|
+$1.24M
|
+25,678
|
New
|
|
|
24
|
Bison Wealth
Atlanta,
Georgia
|
$1.21M
|
+$123K
|
+2,545
|
+11%
|
|
|
25
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.2M
|
+$1.19M
|
+24,575
|
New
|
|
