|
1
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$31.3M
|
+$1.19M
|
+35,173
|
+4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.4M
|
-$729K
|
-21,616
|
-4%
|
|
|
3
|
Marshall Wace
London,
United Kingdom
|
$15.3M
|
+$14.8M
|
+437,544
|
New
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$15.2M
|
+$319K
|
+9,459
|
+2%
|
|
|
5
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$9.81M
|
+$149K
|
+4,426
|
+2%
|
|
|
6
|
Vontobel Holding
Zurich,
Switzerland
|
$7.22M
|
-$605K
|
-17,928
|
-8%
|
|
|
7
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$6.84M
|
+$6.6M
|
+195,544
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$6.26M
|
-$1.03M
|
-30,525
|
-15%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$5.88M
|
-$4.69M
|
-139,004
|
-45%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$5.63M
|
-$1.72M
|
-51,078
|
-24%
|
|
|
11
|
|
$3.67M
|
+$9.79K
|
+290
|
+0.3%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$3.04M
|
-$175K
|
-5,184
|
-6%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.99M
|
+$899K
|
+26,646
|
+45%
|
|
|
14
|
1900 Wealth Management
San Antonio,
Texas
|
$2.76M
|
-$76.8K
|
-2,277
|
-3%
|
|
|
15
|
Advisory Alpha
Holland,
Michigan
|
$2.52M
|
-$234K
|
-6,929
|
-9%
|
|
|
16
|
|
$2.13M
|
-$206K
|
-6,114
|
-9%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$2.1M
|
+$49.5K
|
+1,466
|
+3%
|
|
|
18
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$2M
|
-$16.4K
|
-486
|
-0.8%
|
|
|
19
|
Sage Advisory Services
Austin,
Texas
|
$1.97M
|
+$1.9M
|
+56,428
|
New
|
|
|
20
|
Guggenheim Capital
Chicago,
Illinois
|
$1.84M
|
+$55.6K
|
+1,649
|
+3%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$1.83M
|
+$1.13M
|
+33,508
|
+179%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.53M
|
+$1.47M
|
+43,607
|
New
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$1.46M
|
-$125K
|
-3,700
|
-8%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$1.44M
|
+$37.6K
|
+1,114
|
+3%
|
|
|
25
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.39M
|
+$789K
|
+23,387
|
+142%
|
|
