|
1
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$320M
|
+$330M
|
+7,402,862
|
New
|
|
|
2
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$310M
|
+$67.6M
|
+1,515,698
|
+27%
|
|
|
3
|
SignatureFD
Atlanta,
Georgia
|
$182M
|
+$188M
|
+4,213,428
|
+2,302,420%
|
|
|
4
|
D.J. St. Germain
Springfield,
Massachusetts
|
$94.2M
|
+$97.2M
|
+2,177,713
|
New
|
|
|
5
|
|
$68.4M
|
-$3.91M
|
-87,673
|
-5%
|
|
|
6
|
|
$66M
|
+$11.5M
|
+257,088
|
+20%
|
|
|
7
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$60.6M
|
+$4.67M
|
+104,737
|
+8%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$59.2M
|
+$4.06M
|
+91,012
|
+7%
|
|
|
9
|
Hamilton Capital
Columbus,
Ohio
|
$58.8M
|
+$230K
|
+5,147
|
+0.4%
|
|
|
10
|
TownSquare Capital
Provo,
Utah
|
$45.5M
|
+$2.9M
|
+65,073
|
+7%
|
|
|
11
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$36.7M
|
+$609K
|
+13,654
|
+2%
|
|
|
12
|
One Capital Management
Westlake Village,
California
|
$33.5M
|
-$865K
|
-19,397
|
-2%
|
|
|
13
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$31.9M
|
+$32.9M
|
+737,359
|
New
|
|
|
14
|
RVW Wealth
Los Angeles,
California
|
$30.4M
|
+$1.11M
|
+24,979
|
+4%
|
|
|
15
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$27.6M
|
-$966K
|
-21,661
|
-3%
|
|
|
16
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$27.4M
|
-$1.92M
|
-43,075
|
-6%
|
|
|
17
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$25.8M
|
-$1.63M
|
-36,521
|
-6%
|
|
|
18
|
REDW Wealth
Albuquerque,
New Mexico
|
$24.9M
|
+$1.53M
|
+34,220
|
+6%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.5M
|
-$268M
|
-6,012,634
|
-91%
|
|
|
20
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$23.6M
|
+$134K
|
+2,999
|
+0.6%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$22.3M
|
+$8.89M
|
+199,164
|
+63%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.6M
|
+$291K
|
+6,523
|
+1%
|
|
|
23
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$21.3M
|
+$646K
|
+14,469
|
+3%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$20.9M
|
+$14.4M
|
+323,489
|
+204%
|
|
|
25
|
Baker Avenue Asset Management
San Francisco,
California
|
$20.6M
|
+$71.6K
|
+1,605
|
+0.3%
|
|
