|
1
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$38.9M
|
+$837K
|
+21,759
|
+2%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$37.3M
|
+$2.88M
|
+74,953
|
+8%
|
|
|
3
|
|
$23.9M
|
+$589K
|
+15,301
|
+3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.4M
|
-$736K
|
-19,119
|
-3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$18.4M
|
+$2.45M
|
+63,755
|
+15%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$14.1M
|
+$6.66M
|
+172,939
|
+88%
|
|
|
7
|
Summit Financial
Parsippany,
New Jersey
|
$11.5M
|
+$11.6M
|
+301,221
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$10M
|
+$325K
|
+8,438
|
+3%
|
|
|
9
|
|
$9.81M
|
+$3.1M
|
+80,512
|
+46%
|
|
|
10
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$9.15M
|
+$978K
|
+25,411
|
+12%
|
|
|
11
|
|
$8.79M
|
-$4.06M
|
-105,513
|
-31%
|
|
|
12
|
Vontobel Holding
Zurich,
Switzerland
|
$8.06M
|
-$256K
|
-6,644
|
-3%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$7.96M
|
+$1.27M
|
+33,006
|
+19%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$7.84M
|
+$2.86M
|
+74,196
|
+57%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$5.45M
|
+$458K
|
+11,912
|
+9%
|
|
|
16
|
HSBC Holdings
London,
United Kingdom
|
$4.56M
|
–
|
–
|
–
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.28M
|
+$1.12M
|
+28,988
|
+35%
|
|
|
18
|
|
$3.37M
|
+$931K
|
+24,200
|
+38%
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.33M
|
-$1.17M
|
-30,423
|
-26%
|
|
|
20
|
AE Wealth Management
Topeka,
Kansas
|
$3.18M
|
+$10.7K
|
+277
|
+0.3%
|
|
|
21
|
|
$2.72M
|
+$2.52M
|
+65,366
|
+1,105%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$2.61M
|
+$386K
|
+10,021
|
+17%
|
|
|
23
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$2.58M
|
-$85.4K
|
-2,220
|
-3%
|
|
|
24
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$2.57M
|
-$45.6K
|
-1,186
|
-2%
|
|
|
25
|
Bank of New York Mellon
New York
|
$2.52M
|
+$783K
|
+20,334
|
+44%
|
|
