|
1
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$7.98M
|
+$8.01M
|
+380,865
|
New
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.74M
|
+$1.48M
|
+70,293
|
+28%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$6.42M
|
+$1.17M
|
+55,708
|
+22%
|
|
|
4
|
Equitable Holdings
New York
|
$5.23M
|
+$3.29M
|
+156,692
|
+169%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$5.14M
|
+$1.41M
|
+67,063
|
+38%
|
|
|
6
|
SFE Investment Counsel
Los Angeles,
California
|
$4.41M
|
+$2.25M
|
+106,948
|
+104%
|
|
|
7
|
|
$2.5M
|
+$543K
|
+25,814
|
+28%
|
|
|
8
|
|
$991K
|
+$177K
|
+8,401
|
+22%
|
|
|
9
|
MONECO Advisors
Fairfield,
Connecticut
|
$970K
|
+$243K
|
+11,552
|
+33%
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$768K
|
-$107K
|
-5,108
|
-12%
|
|
|
11
|
Empirical Wealth Management
Seattle,
Washington
|
$670K
|
+$37.8K
|
+1,799
|
+6%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$594K
|
+$55.2K
|
+2,623
|
+10%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$537K
|
+$539K
|
+25,625
|
New
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$470K
|
-$142K
|
-6,729
|
-23%
|
|
|
15
|
4Thought Financial Group
Syosset,
New York
|
$448K
|
+$47.3K
|
+2,249
|
+12%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$446K
|
+$3.13K
|
+149
|
+0.7%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$428K
|
-$82.6K
|
-3,930
|
-16%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$394K
|
+$396K
|
+18,808
|
New
|
|
|
19
|
Rovin Capital
Mesa,
Arizona
|
$376K
|
+$116K
|
+5,504
|
+44%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$374K
|
-$21
|
-1
|
-0%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$338K
|
+$40.3K
|
+1,916
|
+13%
|
|
|
22
|
HUB Investment Partners
Austin,
Texas
|
$312K
|
-$518K
|
-24,648
|
-62%
|
|
|
23
|
Segment Wealth Management
Houston,
Texas
|
$283K
|
–
|
–
|
–
|
|
|
24
|
Atomi Financial Group
New York
|
$201K
|
+$202K
|
+9,599
|
New
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$111K
|
+$111K
|
+5,275
|
New
|
|
