|
1
|
Rockefeller Capital Management
New York
|
$85.2M
|
-$41.2M
|
-1,690,241
|
-33%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$57.8M
|
+$3.85M
|
+157,744
|
+7%
|
|
|
3
|
Manning & Napier Advisors
Fairport,
New York
|
$21.2M
|
-$349K
|
-14,308
|
-2%
|
|
|
4
|
SouthState Corp
Winter Haven,
Florida
|
$8.75M
|
+$8.37M
|
+343,121
|
+4,427%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$5.52M
|
+$1.55M
|
+63,377
|
+40%
|
|
|
6
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.83M
|
+$2.77M
|
+113,649
|
New
|
|
|
7
|
|
$1.54M
|
+$1.14M
|
+46,677
|
+313%
|
|
|
8
|
|
$764K
|
-$3.41M
|
-139,819
|
-82%
|
|
|
9
|
Steward Partners Investment Advisory
New York
|
$353K
|
+$104K
|
+4,260
|
+43%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$344K
|
+$337K
|
+13,800
|
New
|
|
|
11
|
Diversify Advisory Services
Sandy,
Utah
|
$273K
|
+$2.56K
|
+105
|
+1%
|
|
|
12
|
Comerica Bank
Dallas,
Texas
|
$49.9K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$34.6K
|
+$33.9K
|
+1,389
|
New
|
|
|
14
|
Physician Wealth Advisors
Midvale,
Utah
|
$31.4K
|
–
|
–
|
–
|
|
|
15
|
Clearstead Advisors
Cleveland,
Ohio
|
$14.7K
|
–
|
–
|
–
|
|
|
16
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
–
|
-$223K
|
-9,102
|
Closed
|
|
|
17
|
AssetMark Inc
Concord,
California
|
–
|
-$2.18K
|
-89
|
Closed
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$1K
|
-50
|
Closed
|
|
