|
1
|
CX Institutional
Auburn,
Indiana
|
$13.2M
|
+$248K
|
+13,439
|
+2%
|
|
|
2
|
Main Management ETF Advisors
San Francisco,
California
|
$7.34M
|
+$2.57M
|
+139,265
|
+46%
|
|
|
3
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$4.47M
|
-$16.5K
|
-891
|
-0.3%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.92M
|
+$381K
|
+20,598
|
+10%
|
|
|
5
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$2.62M
|
–
|
–
|
–
|
|
|
6
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.1M
|
+$483K
|
+26,163
|
+26%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$1.76M
|
+$1.95M
|
+105,596
|
New
|
|
|
8
|
Private Advisor Group
Morristown,
New Jersey
|
$1.57M
|
+$17.5K
|
+947
|
+1%
|
|
|
9
|
Accordant Advisory Group
Annapolis,
Maryland
|
$1.38M
|
-$52.9K
|
-2,863
|
-3%
|
|
|
10
|
PGIM Custom Harvest
Newark,
New Jersey
|
$896K
|
+$996K
|
+53,894
|
New
|
|
|
11
|
|
$804K
|
-$30.5K
|
-1,651
|
-3%
|
|
|
12
|
Innealta Capital
Austin,
Texas
|
$801K
|
-$973K
|
-52,663
|
-52%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$707K
|
+$464K
|
+25,113
|
+144%
|
|
|
14
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$658K
|
+$725K
|
+39,257
|
+12,871%
|
|
|
15
|
|
$627K
|
-$509K
|
-27,560
|
-42%
|
|
|
16
|
|
$600K
|
+$434K
|
+23,480
|
+186%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$598K
|
-$1.17M
|
-63,101
|
-64%
|
|
|
18
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$327K
|
+$34.6K
|
+1,873
|
+11%
|
|
|
19
|
Seed Wealth Management
Evanston,
Illinois
|
$250K
|
–
|
–
|
–
|
|
|
20
|
Avantax Advisory Services
Dallas,
Texas
|
$244K
|
+$23.8K
|
+1,290
|
+10%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$227K
|
+$4.19K
|
+227
|
+2%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$209K
|
-$1.26K
|
-68
|
-0.5%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$130K
|
+$70.3K
|
+3,806
|
+94%
|
|
|
24
|
Global Retirement Partners
San Rafael,
California
|
$57.1K
|
-$1.27K
|
-69
|
-2%
|
|
|
25
|
|
$40.2K
|
+$44.7K
|
+2,418
|
New
|
|
