|
1
|
Vinva Investment Management
Sydney,
Australia
|
$108M
|
+$11.8M
|
+618,308
|
New
|
|
|
2
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$68.8M
|
+$3.23M
|
+169,840
|
+5%
|
|
|
3
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$45.2M
|
+$7.13M
|
+374,816
|
+20%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$32.7M
|
+$2.4M
|
+126,182
|
+8%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$19.6M
|
+$498K
|
+26,181
|
+3%
|
|
|
6
|
Harbour Investments
Madison,
Wisconsin
|
$17.1M
|
+$2.52M
|
+132,429
|
+18%
|
|
|
7
|
Atria Investments
Charlotte,
North Carolina
|
$13M
|
+$905K
|
+47,552
|
+8%
|
|
|
8
|
KKM Financial
Chicago,
Illinois
|
$11.8M
|
-$13.7K
|
-718
|
-0.1%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$7.74M
|
+$4.71M
|
+247,345
|
+175%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$4.18M
|
+$390K
|
+20,493
|
+11%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.47M
|
+$3.32M
|
+174,308
|
+17,430,800%
|
|
|
12
|
Bank of New York Mellon
New York
|
$2.43M
|
+$19
|
+1
|
+0%
|
|
|
13
|
Breakthru Advisory Services
Muskego,
Wisconsin
|
$2.35M
|
-$430K
|
-22,580
|
-16%
|
|
|
14
|
Plus Group Wealth Advisors
Belgium,
Wisconsin
|
$2.12M
|
+$2.03M
|
+106,862
|
New
|
|
|
15
|
Equitable Holdings
New York
|
$1.84M
|
+$590K
|
+30,986
|
+50%
|
|
|
16
|
GTS Securities
Miami,
Florida
|
$1.73M
|
+$641K
|
+33,654
|
+63%
|
|
|
17
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$1.45M
|
+$1.39M
|
+72,927
|
New
|
|
|
18
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$1.37M
|
+$1.31M
|
+68,840
|
New
|
|
|
19
|
Quantum Private Wealth
Tampa,
Florida
|
$1.26M
|
+$23.6K
|
+1,238
|
+2%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.17M
|
+$94.3K
|
+4,953
|
+9%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$777K
|
+$744K
|
+39,070
|
New
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$703K
|
-$64.2K
|
-3,372
|
-9%
|
|
|
23
|
Allworth Financial
Folsom,
California
|
$528K
|
-$13.6K
|
-714
|
-3%
|
|
|
24
|
Global View Capital Management
Waukesha,
Wisconsin
|
$220K
|
+$211K
|
+11,068
|
New
|
|
|
25
|
Farther Finance Advisors
San Francisco,
California
|
$35.8K
|
–
|
–
|
–
|
|
