|
1
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$31.8M
|
+$275K
|
+7,740
|
+0.9%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$18M
|
+$453K
|
+12,726
|
+3%
|
|
|
3
|
|
$16M
|
+$16.2M
|
+455,134
|
New
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$15.6M
|
+$297K
|
+8,357
|
+2%
|
|
|
5
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$9.88M
|
-$5.62K
|
-158
|
-0.1%
|
|
|
6
|
Gateway Advisory
Westfield,
New Jersey
|
$9.21M
|
+$9.29M
|
+261,342
|
New
|
|
|
7
|
Vontobel Holding
Zurich,
Switzerland
|
$7.7M
|
+$429K
|
+12,060
|
+6%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$7.35M
|
+$1.69M
|
+47,477
|
+29%
|
|
|
9
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$6.45M
|
-$447K
|
-12,576
|
-6%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$6.25M
|
-$56.6K
|
-1,593
|
-0.9%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$6.13M
|
+$213K
|
+5,985
|
+4%
|
|
|
12
|
Marshall Wace
London,
United Kingdom
|
$5.87M
|
-$9.64M
|
-271,042
|
-62%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$4.62M
|
+$3.17M
|
+89,288
|
+214%
|
|
|
14
|
|
$4.49M
|
+$2.37M
|
+66,514
|
+109%
|
|
|
15
|
|
$3.43M
|
-$272K
|
-7,641
|
-7%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$3.03M
|
-$33.7K
|
-948
|
-1%
|
|
|
17
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$2.46M
|
+$2.48M
|
+69,734
|
New
|
|
|
18
|
Advisory Alpha
Holland,
Michigan
|
$2.35M
|
-$191K
|
-5,372
|
-7%
|
|
|
19
|
1900 Wealth Management
San Antonio,
Texas
|
$2.32M
|
-$446K
|
-12,535
|
-16%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$2.13M
|
+$296K
|
+8,331
|
+16%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$2.01M
|
-$105K
|
-2,959
|
-5%
|
|
|
22
|
Sage Advisory Services
Austin,
Texas
|
$1.99M
|
–
|
–
|
–
|
|
|
23
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.92M
|
-$94.8K
|
-2,666
|
-5%
|
|
|
24
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.88M
|
+$492K
|
+13,840
|
+35%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.78M
|
-$1.24M
|
-34,888
|
-41%
|
|
