|
1
|
Gradient Investments
Arden Hills,
Minnesota
|
$60.5M
|
+$3.95M
|
+75,521
|
+7%
|
|
|
2
|
Congress Wealth Management
Boston,
Massachusetts
|
$50M
|
-$19.6K
|
-375
|
-0%
|
|
|
3
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$24.1M
|
+$14.1M
|
+270,000
|
+146%
|
|
|
4
|
Nottingham Advisors
Amherst,
New York
|
$22.9M
|
+$5.75M
|
+109,728
|
+34%
|
|
|
5
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$22.8M
|
+$22.7M
|
+433,647
|
New
|
|
|
6
|
Atwood & Palmer
Kansas City,
Missouri
|
$16.5M
|
+$1.54M
|
+29,440
|
+10%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$13.8M
|
+$8.67M
|
+165,615
|
+175%
|
|
|
8
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$13.1M
|
+$7.52M
|
+143,626
|
+138%
|
|
|
9
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$11.8M
|
+$129K
|
+2,472
|
+1%
|
|
|
10
|
Janus Henderson Group
London,
|
$10.8M
|
-$10.4M
|
-199,097
|
-49%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10M
|
+$895K
|
+17,085
|
+10%
|
|
|
12
|
Bank of New York Mellon
New York
|
$5.93M
|
-$94.3K
|
-1,801
|
-2%
|
|
|
13
|
Pine Valley Investments
Marlton,
New Jersey
|
$4.76M
|
+$4.71M
|
+89,843
|
New
|
|
|
14
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$4.66M
|
+$1.92M
|
+36,631
|
+71%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$4.4M
|
+$1.03M
|
+19,641
|
+31%
|
|
|
16
|
Brown Financial Advisors
Milford,
Ohio
|
$3.5M
|
+$156K
|
+2,974
|
+5%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.37M
|
+$1.62M
|
+30,842
|
+94%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$3.27M
|
+$121K
|
+2,303
|
+4%
|
|
|
19
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$2.32M
|
+$75.2K
|
+1,435
|
+3%
|
|
|
20
|
Paladin Wealth
Arden Hills,
Minnesota
|
$2.28M
|
+$2.25M
|
+42,975
|
New
|
|
|
21
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2.22M
|
+$2.19M
|
+41,848
|
New
|
|
|
22
|
Mattson Financial Services
Kentwood,
Michigan
|
$2.03M
|
-$8.27K
|
-158
|
-0.4%
|
|
|
23
|
Magnus Financial Group
New York
|
$1.92M
|
+$864K
|
+16,493
|
+84%
|
|
|
24
|
MAI Capital Management
Independence,
Ohio
|
$1.87M
|
+$1.85M
|
+35,290
|
New
|
|
|
25
|
Bison Wealth
Atlanta,
Georgia
|
$1.57M
|
+$1.55M
|
+29,670
|
New
|
|
