|
1
|
Bank of America
Charlotte,
North Carolina
|
$56.1M
|
-$4.01M
|
-104,359
|
-7%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$23.7M
|
+$703K
|
+18,297
|
+3%
|
|
|
3
|
|
$22.5M
|
+$2.33M
|
+60,607
|
+12%
|
|
|
4
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$13.7M
|
+$193K
|
+5,018
|
+1%
|
|
|
5
|
Beacon Pointe Advisors
Newport Beach,
California
|
$8.1M
|
-$601K
|
-15,643
|
-7%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$7.79M
|
+$350K
|
+9,114
|
+5%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$7.22M
|
+$704K
|
+18,309
|
+11%
|
|
|
8
|
Wealthspire Advisors (New York)
New York
|
$6.26M
|
-$752K
|
-19,554
|
-11%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$6M
|
+$105K
|
+2,726
|
+2%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.36M
|
-$3.5M
|
-91,182
|
-45%
|
|
|
11
|
Evanson Asset Management
Carmel,
California
|
$4.3M
|
-$46.9K
|
-1,220
|
-1%
|
|
|
12
|
|
$4.01M
|
+$462K
|
+12,029
|
+14%
|
|
|
13
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.58M
|
-$290K
|
-7,551
|
-8%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.55M
|
-$11.1M
|
-288,439
|
-76%
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$3.35M
|
+$84.7K
|
+2,205
|
+3%
|
|
|
16
|
Formidable Asset Management
Cincinnati,
Ohio
|
$3.31M
|
+$635K
|
+16,515
|
+25%
|
|
|
17
|
Cahill Financial Advisors
Edina,
Minnesota
|
$3.27M
|
+$118K
|
+3,069
|
+4%
|
|
|
18
|
Flow Traders U.S.
New York
|
$2.95M
|
+$2.86M
|
+74,422
|
New
|
|
|
19
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$2.89M
|
-$95K
|
-2,472
|
-3%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.88M
|
+$2.79M
|
+72,676
|
New
|
|
|
21
|
Snowden Capital Advisors
New York
|
$2.81M
|
+$1.04M
|
+27,109
|
+62%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$2.79M
|
+$45.2K
|
+1,177
|
+2%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$2.66M
|
-$104K
|
-2,696
|
-4%
|
|
|
24
|
Atria Wealth Solutions
New York
|
$2.3M
|
-$3.31K
|
-86
|
-0.1%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$2.13M
|
-$599K
|
-15,573
|
-22%
|
|
