|
1
|
Bank of America
Charlotte,
North Carolina
|
$52.8M
|
-$1.61M
|
-40,645
|
-3%
|
|
|
2
|
|
$24M
|
+$2.24M
|
+56,375
|
+10%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$15.3M
|
-$7.9M
|
-198,905
|
-33%
|
|
|
4
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$12.5M
|
-$781K
|
-19,665
|
-6%
|
|
|
5
|
Beacon Pointe Advisors
Newport Beach,
California
|
$7.63M
|
-$217K
|
-5,464
|
-3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.1M
|
+$309K
|
+7,790
|
+5%
|
|
|
7
|
Wealthspire Advisors (New York)
New York
|
$5.77M
|
-$304K
|
-7,646
|
-5%
|
|
|
8
|
Flow Traders U.S.
New York
|
$4.89M
|
+$2.11M
|
+53,006
|
+71%
|
|
|
9
|
Formidable Asset Management
Cincinnati,
Ohio
|
$4.42M
|
+$1.26M
|
+31,725
|
+38%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$4.29M
|
-$3.37M
|
-84,763
|
-43%
|
|
|
11
|
Evanson Asset Management
Carmel,
California
|
$4.17M
|
-$2.94K
|
-74
|
-0.1%
|
|
|
12
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.45M
|
-$17K
|
-428
|
-0.5%
|
|
|
13
|
Cahill Financial Advisors
Edina,
Minnesota
|
$3.41M
|
+$254K
|
+6,386
|
+8%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.41M
|
-$838K
|
-21,091
|
-19%
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$3.27M
|
+$26.4K
|
+664
|
+0.8%
|
|
|
16
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$2.8M
|
-$238
|
-6
|
-0%
|
|
|
17
|
Snowden Capital Advisors
New York
|
$2.75M
|
+$26K
|
+655
|
+0.9%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.72M
|
-$74.8K
|
-1,882
|
-3%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$2.61M
|
-$4.54M
|
-114,284
|
-63%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$2.56M
|
-$11.1K
|
-279
|
-0.4%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.26M
|
-$1.21M
|
-30,464
|
-34%
|
|
|
22
|
Atria Wealth Solutions
New York
|
$2.26M
|
+$36.3K
|
+914
|
+2%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$2.08M
|
+$16.8K
|
+424
|
+0.8%
|
|
|
24
|
WealthPLAN Partners
Omaha,
Nebraska
|
$2.07M
|
+$66.7K
|
+1,679
|
+3%
|
|
|
25
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.99M
|
-$40
|
-1
|
-0%
|
|
