|
1
|
CX Institutional
Auburn,
Indiana
|
$15.2M
|
+$2.24M
|
+112,802
|
+17%
|
|
|
2
|
Main Management ETF Advisors
San Francisco,
California
|
$5.93M
|
+$58.7K
|
+2,950
|
+1%
|
|
|
3
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$5.29M
|
-$53.9K
|
-2,711
|
-1%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.22M
|
+$519K
|
+26,082
|
+14%
|
|
|
5
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$3.1M
|
–
|
–
|
–
|
|
|
6
|
Innealta Capital
Austin,
Texas
|
$1.98M
|
+$259
|
+13
|
+0%
|
|
|
7
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.96M
|
+$1.99M
|
+100,243
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.94M
|
-$77.1K
|
-3,877
|
-4%
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$1.84M
|
+$78K
|
+3,921
|
+4%
|
|
|
10
|
Accordant Advisory Group
Annapolis,
Maryland
|
$1.69M
|
+$1.71M
|
+86,130
|
New
|
|
|
11
|
|
$1.28M
|
-$39.5K
|
-1,985
|
-3%
|
|
|
12
|
|
$980K
|
+$685K
|
+34,450
|
+222%
|
|
|
13
|
Wealthfront Advisers
Palo Alto,
California
|
$772K
|
+$33.8K
|
+1,701
|
+5%
|
|
|
14
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$349K
|
+$8.95K
|
+450
|
+3%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$341K
|
+$5.45K
|
+274
|
+2%
|
|
|
16
|
Seed Wealth Management
Evanston,
Illinois
|
$290K
|
–
|
–
|
–
|
|
|
17
|
Avantax Advisory Services
Dallas,
Texas
|
$263K
|
-$4.97K
|
-250
|
-2%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$263K
|
-$87.7K
|
-4,408
|
-25%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$248K
|
+$16.3K
|
+818
|
+7%
|
|
|
20
|
|
$248K
|
-$616K
|
-30,956
|
-71%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$79.1K
|
+$11.9K
|
+597
|
+17%
|
|
|
22
|
Global Retirement Partners
San Rafael,
California
|
$68.7K
|
-$1.17K
|
-59
|
-2%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$51.3K
|
+$52.1K
|
+2,618
|
New
|
|
|
24
|
Eagle Bay Advisors
New York
|
$27.7K
|
+$28.1K
|
+1,413
|
New
|
|
|
25
|
|
$27.4K
|
–
|
–
|
–
|
|
