|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$165M
|
+$2.39M
|
+62,378
|
+1%
|
|
|
2
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$143M
|
+$1.92M
|
+50,017
|
+1%
|
|
|
3
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$37.6M
|
+$36M
|
+937,438
|
+2,960%
|
|
|
4
|
|
$34.8M
|
+$2.36M
|
+61,630
|
+7%
|
|
|
5
|
TownSquare Capital
Provo,
Utah
|
$33.6M
|
+$826K
|
+21,521
|
+3%
|
|
|
6
|
One Capital Management
Westlake Village,
California
|
$27.3M
|
-$1.4M
|
-36,489
|
-5%
|
|
|
7
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$23.4M
|
-$697K
|
-18,160
|
-3%
|
|
|
8
|
REDW Wealth
Albuquerque,
New Mexico
|
$23.2M
|
+$570K
|
+14,866
|
+3%
|
|
|
9
|
RVW Wealth
Los Angeles,
California
|
$21.4M
|
-$1.5M
|
-39,090
|
-7%
|
|
|
10
|
Baker Avenue Asset Management
San Francisco,
California
|
$18.8M
|
-$255K
|
-6,647
|
-1%
|
|
|
11
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$17.1M
|
+$16.9M
|
+440,579
|
New
|
|
|
12
|
Park Avenue Securities
New York
|
$12.5M
|
-$405K
|
-10,550
|
-3%
|
|
|
13
|
Knightsbridge Asset Management
Newport Beach,
California
|
$10.5M
|
+$592K
|
+15,418
|
+6%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$9.46M
|
+$1.86M
|
+48,589
|
+25%
|
|
|
15
|
Intelligence Driven Advisers
Carlsbad,
California
|
$9.35M
|
+$305K
|
+7,959
|
+3%
|
|
|
16
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$9.25M
|
+$7.72M
|
+201,204
|
+536%
|
|
|
17
|
Scarborough Advisors
Annapolis,
Maryland
|
$6.95M
|
+$131K
|
+3,418
|
+2%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.67M
|
+$3.34M
|
+86,953
|
+102%
|
|
|
19
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$6.47M
|
+$269K
|
+7,005
|
+4%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.87M
|
+$194K
|
+5,068
|
+4%
|
|
|
21
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$4.63M
|
-$17.9K
|
-467
|
-0.4%
|
|
|
22
|
Saratoga Research & Investment Management
Saratoga,
California
|
$4.6M
|
+$4.56M
|
+118,837
|
New
|
|
|
23
|
|
$4.6M
|
-$600K
|
-15,637
|
-12%
|
|
|
24
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$4.43M
|
-$39.5K
|
-1,029
|
-0.9%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$3.68M
|
+$120K
|
+3,127
|
+3%
|
|
