|
1
|
Legal & General Group
London,
United Kingdom
|
$64.1M
|
+$500K
|
+8,200
|
+0.8%
|
|
|
2
|
Parcion Private Wealth
Bellevue,
Washington
|
$42.5M
|
+$1.18M
|
+19,415
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$14.8M
|
-$77K
|
-1,263
|
-0.5%
|
|
|
4
|
|
$13.5M
|
–
|
–
|
–
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$10.1M
|
+$594K
|
+9,743
|
+6%
|
|
|
6
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$9.57M
|
+$2.44M
|
+39,987
|
+34%
|
|
|
7
|
Checchi Capital Advisers
Beverly Hills,
California
|
$9.48M
|
-$80.5K
|
-1,320
|
-0.8%
|
|
|
8
|
Corrigan Financial
Middletown,
Rhode Island
|
$9.07M
|
+$104K
|
+1,706
|
+1%
|
|
|
9
|
Wintrust Investments
Chicago,
Illinois
|
$8.95M
|
+$147K
|
+2,407
|
+2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$5.99M
|
+$876K
|
+14,377
|
+17%
|
|
|
11
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$5.04M
|
+$5.11M
|
+83,781
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$3.77M
|
+$1.21M
|
+19,825
|
+46%
|
|
|
13
|
Wellington Management Group
Boston,
Massachusetts
|
$3.71M
|
+$52.5K
|
+861
|
+1%
|
|
|
14
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$3.62M
|
–
|
–
|
–
|
|
|
15
|
6 Meridian
Wichita,
Kansas
|
$3.55M
|
-$36.2K
|
-594
|
-1%
|
|
|
16
|
Evergreen Capital Management
Bellevue,
Washington
|
$3.26M
|
-$50.8K
|
-833
|
-2%
|
|
|
17
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$2.98M
|
+$183
|
+3
|
+0%
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
$2.92M
|
+$1.66M
|
+27,210
|
+127%
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.91M
|
-$699K
|
-11,467
|
-19%
|
|
|
20
|
Omega Financial Group
Santa Barbara,
California
|
$2.65M
|
+$296K
|
+4,849
|
+12%
|
|
|
21
|
JFG Wealth Management
Denver,
Colorado
|
$2.62M
|
+$718K
|
+11,775
|
+37%
|
|
|
22
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$2.54M
|
+$2.57M
|
+42,113
|
New
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$2.47M
|
-$426K
|
-6,982
|
-15%
|
|
|
24
|
Victory Capital Management
San Antonio,
Texas
|
$2.31M
|
+$2.16M
|
+35,360
|
+1,157%
|
|
|
25
|
NEPC LLC
Boston,
Massachusetts
|
$2.27M
|
+$2.3M
|
+37,660
|
New
|
|
