|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$291M
|
+$15.6M
|
+369,804
|
+6%
|
|
|
2
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$251M
|
+$2.91M
|
+69,156
|
+1%
|
|
|
3
|
|
$73.9M
|
+$27.3M
|
+648,859
|
+64%
|
|
|
4
|
Hamilton Capital
Columbus,
Ohio
|
$60M
|
+$57M
|
+1,354,232
|
New
|
|
|
5
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$57.4M
|
+$4.25M
|
+101,107
|
+8%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$56.6M
|
+$21.5M
|
+510,549
|
+67%
|
|
|
7
|
|
$56.2M
|
+$46.3M
|
+1,100,548
|
+655%
|
|
|
8
|
TownSquare Capital
Provo,
Utah
|
$43.7M
|
+$3.72M
|
+88,448
|
+10%
|
|
|
9
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$37M
|
+$35.1M
|
+834,517
|
New
|
|
|
10
|
One Capital Management
Westlake Village,
California
|
$35.1M
|
+$618K
|
+14,690
|
+2%
|
|
|
11
|
RVW Wealth
Los Angeles,
California
|
$30M
|
+$2.66M
|
+63,121
|
+10%
|
|
|
12
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$30M
|
+$2.07M
|
+49,133
|
+8%
|
|
|
13
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$29.2M
|
+$24.5M
|
+581,768
|
+747%
|
|
|
14
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$28M
|
+$11.7M
|
+276,949
|
+78%
|
|
|
15
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$24M
|
+$916K
|
+21,764
|
+4%
|
|
|
16
|
REDW Wealth
Albuquerque,
New Mexico
|
$24M
|
-$308K
|
-7,314
|
-1%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.8M
|
+$1.74M
|
+41,354
|
+9%
|
|
|
18
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$21.1M
|
+$16.9M
|
+402,526
|
+537%
|
|
|
19
|
Baker Avenue Asset Management
San Francisco,
California
|
$21M
|
+$34.7K
|
+825
|
+0.2%
|
|
|
20
|
Equitable Holdings
New York
|
$17.1M
|
+$3.08M
|
+73,303
|
+23%
|
|
|
21
|
Avidian Wealth Enterprises
Houston,
Texas
|
$15.4M
|
+$14.6M
|
+346,890
|
New
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14M
|
+$20.2K
|
+481
|
+0.2%
|
|
|
23
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$14M
|
+$6.37M
|
+151,275
|
+92%
|
|
|
24
|
Park Avenue Securities
New York
|
$13.4M
|
-$496K
|
-11,796
|
-4%
|
|
|
25
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$12.9M
|
+$12.3M
|
+291,895
|
New
|
|
