|
1
|
Legal & General Group
London,
United Kingdom
|
$52.8M
|
+$1.07M
|
+20,250
|
+2%
|
|
|
2
|
Parcion Private Wealth
Bellevue,
Washington
|
$23.3M
|
-$8.21M
|
-155,280
|
-24%
|
|
|
3
|
|
$14.3M
|
+$11.5M
|
+217,534
|
+275%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$11M
|
-$649K
|
-12,268
|
-5%
|
|
|
5
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$8.33M
|
+$593K
|
+11,215
|
+7%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$8.28M
|
+$9.12M
|
+172,450
|
New
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$8.17M
|
+$149K
|
+2,814
|
+2%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$7.13M
|
-$2.76M
|
-52,185
|
-26%
|
|
|
9
|
Corrigan Financial
Middletown,
Rhode Island
|
$7.11M
|
-$56.8K
|
-1,074
|
-0.7%
|
|
|
10
|
Wellington Management Group
Boston,
Massachusetts
|
$4.75M
|
+$3M
|
+56,679
|
+134%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$4.11M
|
-$230K
|
-4,348
|
-5%
|
|
|
12
|
Checchi Capital Advisers
Beverly Hills,
California
|
$3.89M
|
-$4.69M
|
-88,757
|
-53%
|
|
|
13
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$3.48M
|
+$899K
|
+17,004
|
+31%
|
|
|
14
|
Evergreen Capital Management
Bellevue,
Washington
|
$3.34M
|
+$737K
|
+13,930
|
+25%
|
|
|
15
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$2.91M
|
+$21.6K
|
+408
|
+0.7%
|
|
|
16
|
JFG Wealth Management
Denver,
Colorado
|
$2.89M
|
+$269K
|
+5,089
|
+9%
|
|
|
17
|
Hightower 6M Holding
Wichita,
Kansas
|
$2.71M
|
+$48.5K
|
+918
|
+2%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.63M
|
-$401K
|
-7,575
|
-12%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$2.51M
|
+$2.76M
|
+52,255
|
New
|
|
|
20
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$2.48M
|
+$97.2K
|
+1,837
|
+4%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.45M
|
+$2.28M
|
+43,045
|
+536%
|
|
|
22
|
Omega Financial Group
Santa Barbara,
California
|
$2.43M
|
+$43.4K
|
+821
|
+2%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$2.24M
|
+$371K
|
+7,007
|
+18%
|
|
|
24
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.1M
|
-$230K
|
-4,342
|
-9%
|
|
|
25
|
|
$1.85M
|
+$1.43M
|
+27,013
|
+236%
|
|
