|
1
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$37.8M
|
+$1.49M
|
+38,725
|
+4%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$34.2M
|
+$2.93M
|
+75,848
|
+9%
|
|
|
3
|
|
$23.2M
|
-$68.9K
|
-1,786
|
-0.3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.9M
|
+$8.28M
|
+214,582
|
+55%
|
|
|
5
|
Horizon Wealth Management
La Grange,
Illinois
|
$21.1M
|
+$2.8M
|
+72,455
|
+15%
|
|
|
6
|
Cercano Management
Bellevue,
Washington
|
$19.8M
|
+$3.86M
|
+100,000
|
+24%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$15.8M
|
+$1.77M
|
+45,788
|
+12%
|
|
|
8
|
|
$12.7M
|
+$5.51M
|
+142,745
|
+74%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$9.65M
|
+$3.2M
|
+82,829
|
+48%
|
|
|
10
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$8.97M
|
+$571K
|
+14,787
|
+7%
|
|
|
11
|
Vontobel Holding
Zurich,
Switzerland
|
$8.26M
|
+$106K
|
+2,759
|
+1%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$7.49M
|
+$448K
|
+11,619
|
+6%
|
|
|
13
|
|
$6.68M
|
+$122K
|
+3,150
|
+2%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$6.65M
|
+$886K
|
+22,962
|
+15%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$4.97M
|
+$2.19M
|
+56,659
|
+76%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$4.96M
|
+$2.34M
|
+60,691
|
+87%
|
|
|
17
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.46M
|
+$1.45M
|
+37,698
|
+47%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$4.13M
|
+$2.47M
|
+64,090
|
+143%
|
|
|
19
|
HSBC Holdings
London,
United Kingdom
|
$4.12M
|
–
|
–
|
–
|
|
|
20
|
Atria Investments
Charlotte,
North Carolina
|
$3.36M
|
+$2.59M
|
+67,183
|
+314%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.15M
|
+$688K
|
+17,824
|
+27%
|
|
|
22
|
AE Wealth Management
Topeka,
Kansas
|
$3.15M
|
+$200K
|
+5,194
|
+7%
|
|
|
23
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$2.65M
|
-$34.3K
|
-889
|
-1%
|
|
|
24
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$2.6M
|
+$78K
|
+2,021
|
+3%
|
|
|
25
|
|
$2.43M
|
+$1.34M
|
+34,700
|
+118%
|
|
