|
1
|
Legal & General Group
London,
United Kingdom
|
$48.6M
|
–
|
–
|
–
|
|
|
2
|
|
$23.4M
|
+$24.9M
|
+509,733
|
+8,113%
|
|
|
3
|
Parcion Private Wealth
Bellevue,
Washington
|
$23.2M
|
+$1.47M
|
+30,166
|
+6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$9.51M
|
-$951K
|
-19,491
|
-9%
|
|
|
5
|
Checchi Capital Advisers
Beverly Hills,
California
|
$7.91M
|
+$4.68M
|
+95,892
|
+122%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$7.89M
|
+$190K
|
+3,899
|
+2%
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$7.66M
|
-$176K
|
-3,600
|
-2%
|
|
|
8
|
Corrigan Financial
Middletown,
Rhode Island
|
$6.72M
|
+$13K
|
+267
|
+0.2%
|
|
|
9
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$5.87M
|
-$2.15M
|
-44,088
|
-25%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$5.85M
|
+$2.12M
|
+43,370
|
+51%
|
|
|
11
|
Evergreen Capital Management
Bellevue,
Washington
|
$4.45M
|
+$1.39M
|
+28,500
|
+41%
|
|
|
12
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$2.97M
|
-$340K
|
-6,979
|
-10%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.71M
|
+$248K
|
+5,078
|
+9%
|
|
|
14
|
Hightower 6M Holding
Wichita,
Kansas
|
$2.62M
|
+$60K
|
+1,231
|
+2%
|
|
|
15
|
Omega Financial Group
Santa Barbara,
California
|
$2.52M
|
+$249K
|
+5,099
|
+10%
|
|
|
16
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$2.49M
|
-$276K
|
-5,663
|
-9%
|
|
|
17
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$2.34M
|
-$829
|
-17
|
-0%
|
|
|
18
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.98M
|
-$1.12K
|
-23
|
-0.1%
|
|
|
19
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.75M
|
+$1.88M
|
+38,597
|
New
|
|
|
20
|
|
$1.61M
|
-$144K
|
-2,945
|
-8%
|
|
|
21
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$1.54M
|
+$1.65M
|
+33,866
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$1.45M
|
-$718K
|
-14,731
|
-32%
|
|
|
23
|
JFG Wealth Management
Denver,
Colorado
|
$1.38M
|
-$1.45M
|
-29,779
|
-49%
|
|
|
24
|
Empirical Wealth Management
Seattle,
Washington
|
$1.34M
|
+$89.7K
|
+1,840
|
+7%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$1.31M
|
-$138K
|
-2,822
|
-9%
|
|
