|
1
|
Bank of America
Charlotte,
North Carolina
|
$61.4M
|
+$2.08M
|
+51,550
|
+4%
|
|
|
2
|
|
$31.5M
|
+$4.99M
|
+123,463
|
+20%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$25.5M
|
-$1.85M
|
-45,890
|
-7%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$9.83M
|
-$2.16M
|
-53,466
|
-19%
|
|
|
5
|
Beacon Pointe Advisors
Newport Beach,
California
|
$6.85M
|
-$230K
|
-5,703
|
-3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.67M
|
-$185K
|
-4,594
|
-3%
|
|
|
7
|
Wealthspire Advisors (New York)
New York
|
$6.02M
|
-$274K
|
-6,775
|
-5%
|
|
|
8
|
Flow Traders U.S.
New York
|
$4.29M
|
+$4.08M
|
+101,045
|
New
|
|
|
9
|
Evanson Asset Management
Carmel,
California
|
$4.1M
|
-$24.9K
|
-616
|
-0.6%
|
|
|
10
|
Cahill Financial Advisors
Edina,
Minnesota
|
$4.02M
|
+$21.1K
|
+522
|
+0.6%
|
|
|
11
|
Steward Partners Investment Advisory
New York
|
$3.82M
|
+$82.1K
|
+2,033
|
+2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$3.79M
|
+$1.54M
|
+38,220
|
+75%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$3.53M
|
+$482K
|
+11,929
|
+17%
|
|
|
14
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.43M
|
-$46.7K
|
-1,156
|
-1%
|
|
|
15
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$3.42M
|
-$36.6K
|
-907
|
-1%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.14M
|
-$8.68K
|
-215
|
-0.3%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$3.09M
|
+$563K
|
+13,949
|
+24%
|
|
|
18
|
Snowden Capital Advisors
New York
|
$3.07M
|
+$32.3K
|
+801
|
+1%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.72M
|
-$12.8K
|
-317
|
-0.5%
|
|
|
20
|
Formidable Asset Management
Cincinnati,
Ohio
|
$2.26M
|
-$992K
|
-24,577
|
-32%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$2.26M
|
+$29.8K
|
+738
|
+1%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$2M
|
+$134K
|
+3,309
|
+8%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.92M
|
+$352K
|
+8,709
|
+24%
|
|
|
24
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$1.88M
|
-$310K
|
-7,680
|
-15%
|
|
|
25
|
Atria Wealth Solutions
New York
|
$1.83M
|
-$370K
|
-9,172
|
-18%
|
|
