|
1
|
Rockefeller Capital Management
New York
|
$230M
|
+$51.6M
|
+2,054,495
|
+29%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$80.9M
|
+$11.8M
|
+470,743
|
+17%
|
|
|
3
|
SouthState Corp
Winter Haven,
Florida
|
$26M
|
+$4.58M
|
+182,505
|
+21%
|
|
|
4
|
Manning & Napier Advisors
Fairport,
New York
|
$19.7M
|
-$699K
|
-27,822
|
-3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$9.56M
|
+$2.39M
|
+95,221
|
+33%
|
|
|
6
|
Geneos Wealth Management
Englewood,
Colorado
|
$5.5M
|
-$297K
|
-11,827
|
-5%
|
|
|
7
|
|
$4.07M
|
+$418K
|
+16,654
|
+11%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.79M
|
+$3.83M
|
+152,580
|
New
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$3.15M
|
+$3.18M
|
+126,599
|
New
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$2.19M
|
+$483K
|
+19,246
|
+28%
|
|
|
11
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$1.72M
|
+$1.09M
|
+43,543
|
+169%
|
|
|
12
|
LVW Advisors
Pittsford,
New York
|
$953K
|
+$49.9K
|
+1,986
|
+5%
|
|
|
13
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$949K
|
+$163K
|
+6,491
|
+20%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$820K
|
-$1.03M
|
-41,190
|
-56%
|
|
|
15
|
Cresset Asset Management
Chicago,
Illinois
|
$593K
|
+$92.5K
|
+3,684
|
+18%
|
|
|
16
|
Triumph Capital Management
Denver,
Colorado
|
$380K
|
+$383K
|
+15,270
|
New
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$361K
|
+$42.9K
|
+1,709
|
+13%
|
|
|
18
|
Diversify Advisory Services
Sandy,
Utah
|
$265K
|
-$7.96K
|
-317
|
-3%
|
|
|
19
|
Diversify Wealth Management
Sandy,
Utah
|
$265K
|
+$265K
|
+10,572
|
New
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$245K
|
+$248K
|
+9,866
|
New
|
|
|
21
|
|
$208K
|
-$891K
|
-35,469
|
-81%
|
|
|
22
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$49.7K
|
+$50.2K
|
+2,000
|
New
|
|
|
23
|
Physician Wealth Advisors
Midvale,
Utah
|
$31.3K
|
–
|
–
|
–
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$24.9K
|
+$22.5K
|
+896
|
+862%
|
|
|
25
|
Lodestone Wealth Management
Spokane,
Washington
|
$19.5K
|
+$226
|
+9
|
+1%
|
|
