|
1
|
Evergreen Capital Management
Bellevue,
Washington
|
$39.2M
|
-$3.69M
|
-92,498
|
-8%
|
|
|
2
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$23.6M
|
+$17.4M
|
+437,014
|
+265%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$6.88M
|
+$1.96M
|
+49,203
|
+39%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.33M
|
+$2.02M
|
+50,717
|
+85%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$3.08M
|
-$2.14M
|
-53,522
|
-41%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$864K
|
-$273K
|
-6,845
|
-24%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$746K
|
-$139K
|
-3,491
|
-15%
|
|
|
8
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$745K
|
+$172K
|
+4,305
|
+29%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$724K
|
-$268K
|
-6,706
|
-27%
|
|
|
10
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$707K
|
+$720K
|
+18,035
|
New
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$625K
|
-$1.09M
|
-27,440
|
-63%
|
|
|
12
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$515K
|
+$24.7K
|
+619
|
+5%
|
|
|
13
|
Steward Partners Investment Advisory
New York
|
$392K
|
+$399K
|
+10,000
|
New
|
|
|
14
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$279K
|
–
|
–
|
–
|
|
|
15
|
RFG Advisory
Birmingham,
Alabama
|
$207K
|
-$4.77M
|
-119,482
|
-96%
|
|
|
16
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$201K
|
+$205K
|
+5,130
|
New
|
|
|
17
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$185K
|
+$188K
|
+4,715
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$170K
|
+$12.8K
|
+320
|
+8%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$129K
|
-$49.6K
|
-1,244
|
-27%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$126K
|
+$11.9K
|
+299
|
+10%
|
|
|
21
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$107K
|
-$26.5K
|
-664
|
-20%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$95K
|
+$35.5K
|
+890
|
+58%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$12K
|
+$80
|
+2
|
+0.7%
|
|
|
24
|
Foresight Capital Management Advisors
Saline,
Michigan
|
$7K
|
+$7.62K
|
+191
|
New
|
|
|
25
|
Westside Investment Management
Santa Monica,
California
|
$243
|
–
|
–
|
–
|
|
