|
1
|
|
$782M
|
+$301M
|
+8,377,569
|
+63%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$56.2M
|
-$1.65M
|
-45,823
|
-3%
|
|
|
3
|
Cobblestone Capital Advisors
Rochester,
New York
|
$34.8M
|
+$1.75M
|
+48,592
|
+5%
|
|
|
4
|
|
$31.4M
|
+$27.8M
|
+773,350
|
+836%
|
|
|
5
|
Systelligence LLC
Bloomington,
Minnesota
|
$20.3M
|
+$3.68M
|
+102,450
|
+22%
|
|
|
6
|
Palladium Partners
Norfolk,
Virginia
|
$18.3M
|
-$47.2K
|
-1,313
|
-0.3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.3M
|
-$4.97M
|
-138,309
|
-26%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$6.97M
|
+$6.53M
|
+181,560
|
+1,676%
|
|
|
9
|
Avalon Capital Management
Port Of Redwood City,
California
|
$6.59M
|
-$21.9K
|
-609
|
-0.3%
|
|
|
10
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$5.61M
|
+$1.6M
|
+44,618
|
+40%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$4.94M
|
+$512K
|
+14,238
|
+12%
|
|
|
12
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$4.17M
|
-$74.4K
|
-2,069
|
-2%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.51M
|
+$774K
|
+21,516
|
+29%
|
|
|
14
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
$3.45M
|
-$557K
|
-15,484
|
-14%
|
|
|
15
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.98M
|
+$585K
|
+16,277
|
+25%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.55M
|
+$58K
|
+1,613
|
+2%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.67M
|
+$721K
|
+20,037
|
+77%
|
|
|
18
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.5M
|
+$1.49M
|
+41,353
|
New
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.1M
|
+$343K
|
+9,532
|
+46%
|
|
|
20
|
GeoWealth Management
Chicago,
Illinois
|
$1.08M
|
+$255K
|
+7,101
|
+31%
|
|
|
21
|
Winfield Associates
Cleveland,
Ohio
|
$767K
|
+$762K
|
+21,186
|
New
|
|
|
22
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$732K
|
+$722K
|
+20,088
|
New
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$564K
|
+$560K
|
+15,572
|
New
|
|
|
24
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$540K
|
-$193K
|
-5,370
|
-26%
|
|
|
25
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$522K
|
+$518K
|
+14,417
|
New
|
|
