|
1
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$43.2M
|
+$16.3M
|
+333,506
|
+61%
|
|
|
2
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$20.4M
|
–
|
–
|
–
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$18.8M
|
+$18.8M
|
+384,263
|
New
|
|
|
4
|
|
$6.63M
|
+$6.61M
|
+135,422
|
New
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.25M
|
+$1.05M
|
+21,488
|
+88%
|
|
|
6
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$1.88M
|
+$1.87M
|
+38,362
|
New
|
|
|
7
|
Steward Partners Investment Advisory
New York
|
$1.5M
|
+$260K
|
+5,325
|
+21%
|
|
|
8
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.23M
|
+$1.23M
|
+25,127
|
New
|
|
|
9
|
Financial Guidance Group
Palm Harbor,
Florida
|
$1.23M
|
+$1.23M
|
+25,127
|
New
|
|
|
10
|
World Investment Advisors
Santa Barbara,
California
|
$1.12M
|
+$440K
|
+9,019
|
+65%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$1.06M
|
-$8.98K
|
-184
|
-0.8%
|
|
|
12
|
|
$972K
|
+$96.4K
|
+1,975
|
+11%
|
|
|
13
|
Freedom Investment Management
Hartford,
Connecticut
|
$966K
|
+$963K
|
+19,727
|
New
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$694K
|
+$88.8K
|
+1,819
|
+15%
|
|
|
15
|
Rothschild Investment LLC
Chicago,
Illinois
|
$690K
|
+$203K
|
+4,165
|
+42%
|
|
|
16
|
Sunbelt Securities
Houston,
Texas
|
$496K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$494K
|
–
|
–
|
–
|
|
|
18
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$468K
|
-$3.3M
|
-67,531
|
-88%
|
|
|
19
|
Farther Finance Advisors
San Francisco,
California
|
$419K
|
+$337K
|
+6,898
|
+407%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$339K
|
+$338K
|
+6,924
|
New
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$316K
|
-$28.2K
|
-577
|
-8%
|
|
|
22
|
Astoria Portfolio Advisors
New York
|
$270K
|
+$49
|
+1
|
+0%
|
|
|
23
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$234K
|
+$233K
|
+4,773
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$169K
|
+$169K
|
+3,461
|
New
|
|
|
25
|
Global Retirement Partners
San Rafael,
California
|
$92K
|
+$1.17K
|
+24
|
+1%
|
|
