|
1
|
Bank of America
Charlotte,
North Carolina
|
$355M
|
+$20.2M
|
+216,098
|
+6%
|
|
|
2
|
Richard Bernstein Advisors
New York
|
$196M
|
+$5.82M
|
+62,266
|
+3%
|
|
|
3
|
Destination Wealth Management
Walnut Creek,
California
|
$76.4M
|
+$76.2M
|
+814,597
|
+30,475%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$61.4M
|
+$1.21M
|
+12,894
|
+2%
|
|
|
5
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$43.3M
|
+$43.3M
|
+463,443
|
New
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.7M
|
+$3.83M
|
+40,956
|
+12%
|
|
|
7
|
SimpliFi Inc
San Diego,
California
|
$32M
|
-$598K
|
-6,397
|
-2%
|
|
|
8
|
Capital Advantage
Walnut Creek,
California
|
$24.9M
|
-$222K
|
-2,370
|
-0.9%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$22.2M
|
-$2.9M
|
-31,066
|
-12%
|
|
|
10
|
WealthShield Partners
Cary,
North Carolina
|
$20.1M
|
+$20.1M
|
+214,639
|
New
|
|
|
11
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$19.2M
|
-$199K
|
-2,133
|
-1%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.7M
|
+$2.17M
|
+23,194
|
+15%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$16.2M
|
+$6.52M
|
+69,767
|
+67%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$13.1M
|
+$13.1M
|
+140,095
|
New
|
|
|
15
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$12.6M
|
+$943K
|
+10,085
|
+8%
|
|
|
16
|
|
$11.8M
|
+$5.09M
|
+54,425
|
+76%
|
|
|
17
|
Graypoint LLC
Albany,
New York
|
$9.06M
|
+$104K
|
+1,111
|
+1%
|
|
|
18
|
Stephens Inc
Little Rock,
Arkansas
|
$8.36M
|
+$2.68M
|
+28,712
|
+47%
|
|
|
19
|
Synergy Asset Management
Vancouver,
Washington
|
$7.27M
|
+$7.27M
|
+77,716
|
New
|
|
|
20
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$6.79M
|
+$305K
|
+3,265
|
+5%
|
|
|
21
|
HMS Capital Management
Nashville,
Tennessee
|
$6.48M
|
+$6.47M
|
+69,245
|
New
|
|
|
22
|
F3Logic
Burnsville,
Minnesota
|
$5.92M
|
+$5.93M
|
+63,467
|
New
|
|
|
23
|
Collective Family Office
York,
Pennsylvania
|
$5.77M
|
+$2.19M
|
+23,445
|
+61%
|
|
|
24
|
Condor Capital Management
Martinsville,
New Jersey
|
$4.75M
|
+$4.75M
|
+50,810
|
New
|
|
|
25
|
Southern Capital Advisors
Jackson,
Tennessee
|
$4.6M
|
+$3.49M
|
+37,331
|
+316%
|
|
