|
1
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$31.7M
|
+$315K
|
+9,031
|
+1%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$16.8M
|
+$1.1M
|
+31,597
|
+7%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.3M
|
-$2.67M
|
-76,614
|
-15%
|
|
|
4
|
|
$10.9M
|
+$8.34M
|
+239,237
|
+296%
|
|
|
5
|
Gateway Advisory
Westfield,
New Jersey
|
$9.19M
|
+$221K
|
+6,329
|
+2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$8.08M
|
+$1.11M
|
+31,875
|
+16%
|
|
|
7
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$7.95M
|
+$247K
|
+7,081
|
+3%
|
|
|
8
|
Vontobel Holding
Zurich,
Switzerland
|
$7.59M
|
+$51.1K
|
+1,468
|
+0.7%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$7.3M
|
+$69.5K
|
+1,995
|
+0.9%
|
|
|
10
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$5.94M
|
-$43.9K
|
-1,259
|
-0.7%
|
|
|
11
|
|
$5.71M
|
-$41.6K
|
-1,194
|
-0.7%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$5.13M
|
+$318K
|
+9,118
|
+6%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$3.04M
|
+$153K
|
+4,399
|
+5%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$2.73M
|
-$271K
|
-7,777
|
-9%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.49M
|
+$1.27M
|
+36,417
|
+99%
|
|
|
16
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$2.4M
|
+$54.2K
|
+1,556
|
+2%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$2.4M
|
-$2.61K
|
-75
|
-0.1%
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$2.34M
|
-$129K
|
-3,697
|
-5%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$2.33M
|
+$103K
|
+2,961
|
+5%
|
|
|
20
|
|
$2.31M
|
-$692K
|
-19,869
|
-23%
|
|
|
21
|
Flow Traders U.S.
New York
|
$2.22M
|
-$2.11M
|
-60,688
|
-48%
|
|
|
22
|
HSBC Holdings
London,
United Kingdom
|
$2.08M
|
–
|
–
|
–
|
|
|
23
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.86M
|
-$3.17K
|
-91
|
-0.2%
|
|
|
24
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.74M
|
-$217K
|
-6,217
|
-11%
|
|
|
25
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.71M
|
+$135K
|
+3,865
|
+8%
|
|
