|
1
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$35.5M
|
+$72.1K
|
+1,940
|
+0.2%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$26.9M
|
+$3.41M
|
+91,581
|
+14%
|
|
|
3
|
|
$19.9M
|
+$20M
|
+536,679
|
+192,358%
|
|
|
4
|
Horizon Wealth Management
La Grange,
Illinois
|
$17.3M
|
+$17.4M
|
+468,140
|
New
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.9M
|
+$602K
|
+16,184
|
+4%
|
|
|
6
|
Gateway Advisory
Westfield,
New Jersey
|
$11.4M
|
+$285K
|
+7,663
|
+3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$9.93M
|
+$689K
|
+18,529
|
+7%
|
|
|
8
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$8.75M
|
-$684K
|
-18,404
|
-8%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$8.7M
|
-$400K
|
-10,748
|
-4%
|
|
|
10
|
Vontobel Holding
Zurich,
Switzerland
|
$8.13M
|
-$6.47K
|
-174
|
-0.1%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$7.26M
|
+$30.4K
|
+818
|
+0.4%
|
|
|
12
|
|
$6.99M
|
+$3.85M
|
+103,520
|
+122%
|
|
|
13
|
|
$6.97M
|
+$7M
|
+188,177
|
New
|
|
|
14
|
|
$6.2M
|
+$160K
|
+4,298
|
+3%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$6.08M
|
+$318K
|
+8,551
|
+5%
|
|
|
16
|
Cercano Management
Bellevue,
Washington
|
$5.11M
|
–
|
–
|
–
|
|
|
17
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.47M
|
+$388K
|
+10,429
|
+13%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$3.19M
|
+$190K
|
+5,114
|
+6%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.89M
|
+$32.1K
|
+864
|
+1%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$2.84M
|
+$130K
|
+3,492
|
+5%
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$2.76M
|
+$144K
|
+3,871
|
+5%
|
|
|
22
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$2.68M
|
+$2.69M
|
+72,388
|
New
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$2.67M
|
+$91.9K
|
+2,471
|
+4%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$2.64M
|
-$5.39K
|
-145
|
-0.2%
|
|
|
25
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$2.35M
|
-$143K
|
-3,853
|
-6%
|
|
