|
1
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$37.4M
|
-$50.9K
|
-1,343
|
-0.1%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$32.2M
|
+$3.82M
|
+100,797
|
+14%
|
|
|
3
|
|
$23.9M
|
+$2.87M
|
+75,681
|
+14%
|
|
|
4
|
Horizon Wealth Management
La Grange,
Illinois
|
$18.9M
|
+$597K
|
+15,762
|
+3%
|
|
|
5
|
Cercano Management
Bellevue,
Washington
|
$16.4M
|
+$10.7M
|
+283,404
|
+205%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.2M
|
-$2.55M
|
-67,330
|
-15%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$14.5M
|
+$3.91M
|
+103,267
|
+39%
|
|
|
8
|
Gateway Advisory
Westfield,
New Jersey
|
$11.8M
|
-$124K
|
-3,269
|
-1%
|
|
|
9
|
Empowered Funds
Havertown,
Pennsylvania
|
$11.6M
|
+$11.2M
|
+296,037
|
New
|
|
|
10
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$9.21M
|
-$488K
|
-12,890
|
-6%
|
|
|
11
|
Vontobel Holding
Zurich,
Switzerland
|
$8.37M
|
-$186K
|
-4,904
|
-2%
|
|
|
12
|
|
$7.52M
|
+$158K
|
+4,157
|
+2%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$7.24M
|
-$392K
|
-10,344
|
-5%
|
|
|
14
|
|
$6.75M
|
+$212K
|
+5,599
|
+3%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$6.69M
|
-$2.41M
|
-63,591
|
-27%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$5.94M
|
-$448K
|
-11,829
|
-7%
|
|
|
17
|
HSBC Holdings
London,
United Kingdom
|
$4.94M
|
–
|
–
|
–
|
|
|
18
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.11M
|
-$531K
|
-14,007
|
-15%
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$3.03M
|
+$121K
|
+3,183
|
+4%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$2.9M
|
-$93.1K
|
-2,456
|
-3%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$2.78M
|
–
|
–
|
–
|
|
|
22
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$2.75M
|
-$69.6K
|
-1,837
|
-3%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$2.73M
|
-$83.3K
|
-2,199
|
-3%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$2.68M
|
-$652K
|
-17,213
|
-20%
|
|
|
25
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$2.59M
|
+$111K
|
+2,942
|
+5%
|
|
