|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$256M
|
+$78.5M
|
+1,954,953
|
+46%
|
|
|
2
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$230M
|
+$76.8M
|
+1,912,607
|
+52%
|
|
|
3
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$49.3M
|
+$9.09M
|
+226,371
|
+23%
|
|
|
4
|
|
$42.1M
|
+$4.89M
|
+121,905
|
+14%
|
|
|
5
|
TownSquare Capital
Provo,
Utah
|
$37M
|
+$1.23M
|
+30,691
|
+4%
|
|
|
6
|
One Capital Management
Westlake Village,
California
|
$32.1M
|
+$3.02M
|
+75,189
|
+11%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$31.6M
|
+$21M
|
+523,476
|
+214%
|
|
|
8
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$25.9M
|
+$15.6M
|
+388,798
|
+163%
|
|
|
9
|
RVW Wealth
Los Angeles,
California
|
$25.3M
|
+$2.51M
|
+62,480
|
+11%
|
|
|
10
|
REDW Wealth
Albuquerque,
New Mexico
|
$22.6M
|
-$2M
|
-49,741
|
-8%
|
|
|
11
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$21.4M
|
+$3.2M
|
+79,667
|
+18%
|
|
|
12
|
Baker Avenue Asset Management
San Francisco,
California
|
$19.5M
|
-$447K
|
-11,146
|
-2%
|
|
|
13
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$14.7M
|
-$10M
|
-249,423
|
-41%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$13M
|
+$11.9M
|
+296,932
|
+1,518%
|
|
|
15
|
Equitable Holdings
New York
|
$13M
|
+$11.5M
|
+287,158
|
+1,119%
|
|
|
16
|
Park Avenue Securities
New York
|
$12.9M
|
-$333K
|
-8,307
|
-3%
|
|
|
17
|
Knightsbridge Asset Management
Newport Beach,
California
|
$11.1M
|
-$50.9K
|
-1,268
|
-0.5%
|
|
|
18
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$10.3M
|
+$3.33M
|
+83,009
|
+50%
|
|
|
19
|
Intelligence Driven Advisers
Carlsbad,
California
|
$9.72M
|
-$2.89K
|
-72
|
-0%
|
|
|
20
|
Scarborough Advisors
Annapolis,
Maryland
|
$7.48M
|
+$80.9K
|
+2,016
|
+1%
|
|
|
21
|
|
$6.92M
|
+$1.98M
|
+49,247
|
+41%
|
|
|
22
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$6.77M
|
+$6.6M
|
+164,277
|
New
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.07M
|
+$4.68M
|
+116,686
|
+382%
|
|
|
24
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$5.14M
|
+$16.7M
|
+416,452
|
+571%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.99M
|
+$1.72M
|
+42,774
|
+55%
|
|
