|
1
|
|
$158M
|
+$40.3M
|
+800,755
|
+34%
|
|
|
2
|
Glenview Trust
Louisville,
Kentucky
|
$100M
|
+$2.06M
|
+40,895
|
+2%
|
|
|
3
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$72.4M
|
+$72.5M
|
+1,440,771
|
New
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$55.3M
|
+$1.98M
|
+39,236
|
+4%
|
|
|
5
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$38.6M
|
+$38.7M
|
+767,866
|
New
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$32.1M
|
-$2.42M
|
-48,052
|
-7%
|
|
|
7
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$32.1M
|
+$1.82M
|
+36,190
|
+6%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$22.8M
|
+$308K
|
+6,118
|
+1%
|
|
|
9
|
American Trust
Lexington,
Kentucky
|
$21.7M
|
+$16.4M
|
+326,301
|
+309%
|
|
|
10
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$20.8M
|
+$2.25M
|
+44,667
|
+12%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.1M
|
+$371K
|
+7,366
|
+2%
|
|
|
12
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$16.6M
|
+$2.98M
|
+59,099
|
+22%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$15.8M
|
+$1.94M
|
+38,632
|
+14%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.7M
|
+$726K
|
+14,420
|
+6%
|
|
|
15
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$13.7M
|
+$13.7M
|
+273,058
|
New
|
|
|
16
|
LWM Advisory Services
Plantation,
Florida
|
$12.9M
|
+$252K
|
+4,997
|
+2%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12.6M
|
+$7.8K
|
+155
|
+0.1%
|
|
|
18
|
Evolution Wealth Advisors
Aventura,
Florida
|
$11.4M
|
-$195K
|
-3,864
|
-2%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.52M
|
-$5.27M
|
-104,719
|
-38%
|
|
|
20
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$8.29M
|
+$8.31M
|
+165,101
|
New
|
|
|
21
|
Perigon Wealth Management
San Francisco,
California
|
$7.33M
|
+$272K
|
+5,399
|
+4%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$6.05M
|
-$648K
|
-12,874
|
-10%
|
|
|
23
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$5.94M
|
+$5.95M
|
+118,233
|
New
|
|
|
24
|
|
$4.99M
|
+$5M
|
+99,391
|
New
|
|
|
25
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$4.76M
|
+$1.35M
|
+26,789
|
+39%
|
|
