|
1
|
Rockefeller Capital Management
New York
|
$280M
|
+$43.1M
|
+1,706,546
|
+18%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$92.1M
|
+$8.97M
|
+355,205
|
+11%
|
|
|
3
|
SouthState Corp
Winter Haven,
Florida
|
$36M
|
+$9.14M
|
+362,235
|
+35%
|
|
|
4
|
Manning & Napier Advisors
Fairport,
New York
|
$19.3M
|
-$953K
|
-37,745
|
-5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$11.2M
|
+$1.38M
|
+54,827
|
+14%
|
|
|
6
|
Gotham Asset Management
New York
|
$10.2M
|
+$10.1M
|
+400,000
|
New
|
|
|
7
|
Geneos Wealth Management
Englewood,
Colorado
|
$5.77M
|
+$116K
|
+4,597
|
+2%
|
|
|
8
|
|
$5.54M
|
+$1.35M
|
+53,573
|
+33%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$4.13M
|
+$886K
|
+35,107
|
+28%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$3.95M
|
+$1.68M
|
+66,415
|
+75%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.48M
|
-$412K
|
-16,313
|
-11%
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$2.08M
|
+$2.06M
|
+81,609
|
New
|
|
|
13
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$1.87M
|
+$98.2K
|
+3,892
|
+6%
|
|
|
14
|
LVW Advisors
Pittsford,
New York
|
$1.07M
|
+$87.8K
|
+3,478
|
+9%
|
|
|
15
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$975K
|
–
|
–
|
–
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$903K
|
+$60.5K
|
+2,396
|
+7%
|
|
|
17
|
|
$810K
|
+$589K
|
+23,329
|
+278%
|
|
|
18
|
Triumph Capital Management
Denver,
Colorado
|
$441K
|
+$50.5K
|
+2,000
|
+13%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$417K
|
+$164K
|
+6,478
|
+66%
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$383K
|
+$12.7K
|
+504
|
+3%
|
|
|
21
|
Diversify Advisory Services
Sandy,
Utah
|
$250K
|
-$15.9K
|
-630
|
-6%
|
|
|
22
|
Diversify Wealth Management
Sandy,
Utah
|
$250K
|
-$15.9K
|
-630
|
-6%
|
|
|
23
|
Financial Management Network
Mission Viejo,
California
|
$246K
|
+$244K
|
+9,673
|
New
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$76.1K
|
+$75.2K
|
+2,979
|
New
|
|
|
25
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$51.1K
|
–
|
–
|
–
|
|
