|
1
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$23.7M
|
+$22.9M
|
+506,358
|
New
|
|
|
2
|
Joseph Group Capital Management
Columbus,
Ohio
|
$11.8M
|
+$114K
|
+2,511
|
+1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$10.1M
|
+$5.38M
|
+118,920
|
+124%
|
|
|
4
|
|
$9.66M
|
+$6.35M
|
+140,426
|
+213%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$8.94M
|
+$7.14M
|
+157,861
|
+475%
|
|
|
6
|
|
$6.09M
|
+$4.79M
|
+105,931
|
+439%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.61M
|
+$3.49M
|
+77,122
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$2.79M
|
-$34.1K
|
-753
|
-1%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$1.65M
|
-$1.08M
|
-23,855
|
-40%
|
|
|
10
|
Asset Dedication LLC
San Francisco,
California
|
$1.18M
|
–
|
–
|
–
|
|
|
11
|
Flow Traders U.S.
New York
|
$1.14M
|
+$602K
|
+13,309
|
+119%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$871K
|
–
|
–
|
–
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$855K
|
+$229K
|
+5,073
|
+38%
|
|
|
14
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$556K
|
+$255K
|
+5,627
|
+90%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$480K
|
+$254K
|
+5,619
|
+121%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$335K
|
-$2.85K
|
-63
|
-0.9%
|
|
|
17
|
Financial Perspectives
Minneapolis,
Minnesota
|
$286K
|
–
|
–
|
–
|
|
|
18
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$258K
|
–
|
–
|
–
|
|
|
19
|
Jefferies Financial Group
New York
|
$225K
|
+$218K
|
+4,812
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$183K
|
-$2.04K
|
-45
|
-1%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$168K
|
-$1.36K
|
-30
|
-0.8%
|
|
|
22
|
Parallel Advisors
San Francisco,
California
|
$77.2K
|
+$90
|
+2
|
+0.1%
|
|
|
23
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$68.1K
|
–
|
–
|
–
|
|
|
24
|
Global Financial Private Client
Sarasota,
Florida
|
$21.9K
|
–
|
–
|
–
|
|
|
25
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$13K
|
–
|
–
|
–
|
|
