|
1
|
Rockefeller Capital Management
New York
|
$125M
|
+$8.6M
|
+351,168
|
+7%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$52.9M
|
+$5.87M
|
+239,695
|
+12%
|
|
|
3
|
Manning & Napier Advisors
Fairport,
New York
|
$21.2M
|
+$21.1M
|
+863,608
|
New
|
|
|
4
|
|
$4.18M
|
+$3.06M
|
+124,860
|
+274%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$3.87M
|
+$3.87M
|
+157,885
|
New
|
|
|
6
|
|
$366K
|
+$365K
|
+14,921
|
New
|
|
|
7
|
Diversify Advisory Services
Sandy,
Utah
|
$261K
|
+$1.08K
|
+44
|
+0.4%
|
|
|
8
|
Steward Partners Investment Advisory
New York
|
$242K
|
+$15.1K
|
+617
|
+7%
|
|
|
9
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$223K
|
+$223K
|
+9,102
|
New
|
|
|
10
|
SouthState Corp
Winter Haven,
Florida
|
$190K
|
–
|
–
|
–
|
|
|
11
|
Comerica Bank
Dallas,
Texas
|
$49K
|
-$97.9K
|
-4,000
|
-67%
|
|
|
12
|
Physician Wealth Advisors
Midvale,
Utah
|
$30.8K
|
+$30.8K
|
+1,257
|
New
|
|
|
13
|
Clearstead Advisors
Cleveland,
Ohio
|
$14.5K
|
+$14.5K
|
+591
|
New
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$2.18K
|
+$2.18K
|
+89
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
+$1.22K
|
+50
|
New
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
–
|
-$201K
|
-8,010
|
Closed
|
|
