|
1
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$32.4M
|
+$657K
|
+19,030
|
+2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.4M
|
-$497K
|
-14,397
|
-3%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$16.3M
|
+$698K
|
+20,220
|
+5%
|
|
|
4
|
Gateway Advisory
Westfield,
New Jersey
|
$9.26M
|
+$82.2K
|
+2,380
|
+0.9%
|
|
|
5
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$7.96M
|
-$1.86M
|
-53,880
|
-19%
|
|
|
6
|
Vontobel Holding
Zurich,
Switzerland
|
$7.78M
|
+$102K
|
+2,967
|
+1%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$7.46M
|
+$135K
|
+3,898
|
+2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$7.22M
|
+$970K
|
+28,081
|
+16%
|
|
|
9
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$6.18M
|
-$246K
|
-7,126
|
-4%
|
|
|
10
|
|
$5.94M
|
+$1.44M
|
+41,592
|
+33%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$4.98M
|
-$1.12M
|
-32,329
|
-19%
|
|
|
12
|
Flow Traders U.S.
New York
|
$4.42M
|
+$3.4M
|
+98,470
|
+360%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$3.09M
|
-$1.49M
|
-43,004
|
-33%
|
|
|
14
|
|
$3.08M
|
-$337K
|
-9,763
|
-10%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$2.98M
|
-$43.7K
|
-1,265
|
-1%
|
|
|
16
|
|
$2.84M
|
-$12.9M
|
-374,305
|
-82%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$2.54M
|
+$1.99M
|
+57,500
|
+387%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$2.48M
|
+$348K
|
+10,089
|
+17%
|
|
|
19
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$2.43M
|
-$22.2K
|
-642
|
-0.9%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$2.3M
|
+$295K
|
+8,531
|
+15%
|
|
|
21
|
Advisory Alpha
Holland,
Michigan
|
$2.21M
|
-$132K
|
-3,814
|
-6%
|
|
|
22
|
Tidal Investments
Milwaukee,
Wisconsin
|
$2.02M
|
+$133K
|
+3,860
|
+7%
|
|
|
23
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.92M
|
+$5.32K
|
+154
|
+0.3%
|
|
|
24
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.63M
|
+$471K
|
+13,634
|
+42%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$1.62M
|
-$37.3K
|
-1,080
|
-2%
|
|
