|
1
|
Treasurer of the State of North Carolina
Raleigh,
North Carolina
|
$104M
|
+$102M
|
+3,725,393
|
New
|
|
|
2
|
Parcion Private Wealth
Bellevue,
Washington
|
$42.2M
|
+$41.2M
|
+1,508,705
|
New
|
|
|
3
|
LPL Financial
San Diego,
California
|
$23.9M
|
+$10.9M
|
+400,658
|
+88%
|
|
|
4
|
FFG Partners
Fort Lauderdale,
Florida
|
$11.1M
|
+$10.9M
|
+398,150
|
New
|
|
|
5
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$5.42M
|
+$5.29M
|
+193,772
|
New
|
|
|
6
|
|
$5.06M
|
+$2.57M
|
+94,087
|
+108%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.9M
|
+$3.93M
|
+143,864
|
+460%
|
|
|
8
|
Focus Financial Network
Minneapolis,
Minnesota
|
$3.71M
|
+$3.63M
|
+132,684
|
New
|
|
|
9
|
Steward Partners Investment Advisory
New York
|
$3.21M
|
+$252K
|
+9,235
|
+9%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$2.74M
|
+$1.58M
|
+57,831
|
+143%
|
|
|
11
|
|
$2.58M
|
+$361K
|
+13,200
|
+17%
|
|
|
12
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.38M
|
+$1.25M
|
+45,817
|
+113%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.15M
|
+$1.25M
|
+45,727
|
+147%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.01M
|
+$1.03M
|
+37,778
|
+110%
|
|
|
15
|
ARS Investment Partners
New York
|
$1.98M
|
+$17.4K
|
+635
|
+0.9%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$1.89M
|
+$1.38M
|
+50,326
|
+293%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$1.87M
|
+$1.83M
|
+66,806
|
New
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.78M
|
+$701K
|
+25,665
|
+68%
|
|
|
19
|
Wealthfront Advisers
Palo Alto,
California
|
$1.67M
|
+$417K
|
+15,263
|
+34%
|
|
|
20
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$1.6M
|
+$1.56M
|
+57,096
|
New
|
|
|
21
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$1.56M
|
+$1.52M
|
+55,795
|
New
|
|
|
22
|
Rational Advisors
Huntington,
New York
|
$1.49M
|
-$3.09K
|
-113
|
-0.2%
|
|
|
23
|
Advisory Services Network
Atlanta,
Georgia
|
$1.45M
|
+$88.4K
|
+3,237
|
+7%
|
|
|
24
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$1.36M
|
+$1.33M
|
+48,621
|
New
|
|
|
25
|
Fisher Asset Management
Camas,
Washington
|
$1.3M
|
-$35.5K
|
-1,298
|
-3%
|
|
