|
1
|
Main Management ETF Advisors
San Francisco,
California
|
$11.3M
|
+$5.35M
|
+315,570
|
+87%
|
|
|
2
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$7.12M
|
–
|
–
|
–
|
|
|
3
|
Congress Wealth Management
Boston,
Massachusetts
|
$5.35M
|
+$5.48M
|
+322,761
|
New
|
|
|
4
|
Leo Wealth LLC
Hurst,
Texas
|
$4.72M
|
+$780K
|
+46,011
|
+19%
|
|
|
5
|
Equitable Holdings
New York
|
$2.58M
|
+$189K
|
+11,123
|
+8%
|
|
|
6
|
Franklin Resources
San Mateo,
California
|
$2.41M
|
–
|
–
|
–
|
|
|
7
|
Innealta Capital
Austin,
Texas
|
$2.04M
|
–
|
–
|
–
|
|
|
8
|
|
$1.59M
|
+$1.63M
|
+95,912
|
New
|
|
|
9
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$1.33M
|
-$509K
|
-30,000
|
-27%
|
|
|
10
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$743K
|
+$1.43K
|
+84
|
+0.2%
|
|
|
11
|
CreativeOne Wealth
Overland Park,
Kansas
|
$671K
|
-$135K
|
-7,932
|
-16%
|
|
|
12
|
Morningstar Investment Services
Chicago,
Illinois
|
$539K
|
-$10.3K
|
-610
|
-2%
|
|
|
13
|
Boltwood Capital Management
Walnut Creek,
California
|
$499K
|
+$81.4K
|
+4,800
|
+19%
|
|
|
14
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$480K
|
+$492K
|
+28,981
|
New
|
|
|
15
|
KWB Wealth
Redlands,
California
|
$401K
|
–
|
–
|
–
|
|
|
16
|
LPL Financial
San Diego,
California
|
$347K
|
+$7.13K
|
+420
|
+2%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$242K
|
+$1.92K
|
+113
|
+0.8%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$194K
|
+$12K
|
+708
|
+6%
|
|
|
19
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$170K
|
+$160K
|
+9,422
|
+1,162%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$141K
|
+$5.85K
|
+345
|
+4%
|
|
|
21
|
GeoWealth Management
Chicago,
Illinois
|
$109K
|
-$4.78K
|
-282
|
-4%
|
|
|
22
|
|
$103K
|
+$695
|
+41
|
+0.7%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$75.6K
|
-$6.89K
|
-406
|
-8%
|
|
|
24
|
Main Management
San Francisco,
California
|
$62K
|
+$29.4K
|
+1,731
|
+85%
|
|
|
25
|
Creative Financial Designs
Kokomo,
Indiana
|
$14.1K
|
-$797
|
-47
|
-5%
|
|
