|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$147M
|
+$140M
|
+3,633,106
|
+650%
|
|
|
2
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$127M
|
+$140M
|
+3,627,883
|
New
|
|
|
3
|
TownSquare Capital
Provo,
Utah
|
$29.6M
|
+$1.44M
|
+37,376
|
+5%
|
|
|
4
|
|
$29.3M
|
-$13M
|
-337,143
|
-29%
|
|
|
5
|
One Capital Management
Westlake Village,
California
|
$25.9M
|
+$6.48M
|
+167,679
|
+29%
|
|
|
6
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$21.8M
|
+$24.1M
|
+623,242
|
New
|
|
|
7
|
RVW Wealth
Los Angeles,
California
|
$20.7M
|
+$344K
|
+8,910
|
+2%
|
|
|
8
|
REDW Wealth
Albuquerque,
New Mexico
|
$20.4M
|
+$313K
|
+8,095
|
+1%
|
|
|
9
|
Baker Avenue Asset Management
San Francisco,
California
|
$17.2M
|
-$856K
|
-22,157
|
-4%
|
|
|
10
|
Park Avenue Securities
New York
|
$11.7M
|
-$659K
|
-17,061
|
-5%
|
|
|
11
|
Knightsbridge Asset Management
Newport Beach,
California
|
$8.96M
|
+$474K
|
+12,282
|
+5%
|
|
|
12
|
Intelligence Driven Advisers
Carlsbad,
California
|
$8.38M
|
-$18.1K
|
-468
|
-0.2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$6.85M
|
+$1.32M
|
+34,119
|
+21%
|
|
|
14
|
Scarborough Advisors
Annapolis,
Maryland
|
$6.17M
|
+$519K
|
+13,426
|
+8%
|
|
|
15
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$5.61M
|
+$6.18M
|
+160,059
|
New
|
|
|
16
|
Prism Advisors
Studio City,
California
|
$5.27M
|
+$5.81M
|
+150,527
|
New
|
|
|
17
|
|
$4.71M
|
-$1.23M
|
-31,728
|
-19%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.22M
|
+$909K
|
+23,535
|
+24%
|
|
|
19
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$4.21M
|
+$734
|
+19
|
+0%
|
|
|
20
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$4.04M
|
-$875K
|
-22,645
|
-16%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$3.21M
|
+$626K
|
+16,206
|
+21%
|
|
|
22
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$2.98M
|
+$2.86M
|
+73,972
|
+663%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.98M
|
+$27.8K
|
+720
|
+0.9%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.86M
|
+$336K
|
+8,707
|
+12%
|
|
|
25
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$2.71M
|
+$17.2K
|
+446
|
+0.6%
|
|
