|
1
|
|
$821M
|
-$47.9M
|
-1,122,023
|
-6%
|
|
|
2
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$223M
|
+$135M
|
+3,151,920
|
+154%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$121M
|
+$19M
|
+445,043
|
+19%
|
|
|
4
|
AJ Wealth Strategies
New York
|
$71.1M
|
+$54M
|
+1,264,542
|
+323%
|
|
|
5
|
PFS Investments
Duluth,
Georgia
|
$66.5M
|
+$1M
|
+23,511
|
+2%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$64.5M
|
+$34.8M
|
+815,354
|
+119%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$50.8M
|
+$50.5M
|
+1,183,370
|
New
|
|
|
8
|
Clarius Group LLC
Seattle,
Washington
|
$47.6M
|
-$1.64M
|
-38,531
|
-3%
|
|
|
9
|
|
$39.8M
|
-$2.95M
|
-69,021
|
-7%
|
|
|
10
|
ACT Advisors
Asheville,
North Carolina
|
$28.8M
|
+$2.16M
|
+50,533
|
+8%
|
|
|
11
|
Spinnaker Trust
Portland,
Maine
|
$26.9M
|
+$621K
|
+14,550
|
+2%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.6M
|
+$11.6M
|
+272,603
|
+79%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$26.5M
|
+$2.13M
|
+49,814
|
+9%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$26.5M
|
+$594K
|
+13,922
|
+2%
|
|
|
15
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$25.1M
|
–
|
–
|
–
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.5M
|
+$7.13M
|
+167,057
|
+50%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.4M
|
+$2.65M
|
+62,204
|
+15%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$19.4M
|
+$19.2M
|
+450,930
|
New
|
|
|
19
|
ERn Financial LLC
Middleton,
Wisconsin
|
$17.8M
|
+$582K
|
+13,636
|
+3%
|
|
|
20
|
Daido Life Insurance Company
Osaka,
Japan
|
$17.3M
|
–
|
–
|
–
|
|
|
21
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$17.3M
|
+$17.2M
|
+402,498
|
New
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$12M
|
+$699K
|
+16,370
|
+6%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$11.6M
|
+$4.47M
|
+104,702
|
+64%
|
|
|
24
|
Perennial Investment Advisors
Los Angeles,
California
|
$11.1M
|
+$595K
|
+13,936
|
+6%
|
|
|
25
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$11M
|
+$809K
|
+18,946
|
+8%
|
|
