|
1
|
Main Management ETF Advisors
San Francisco,
California
|
$13.6M
|
-$69.7K
|
-4,190
|
-0.6%
|
|
|
2
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$8.55M
|
–
|
–
|
–
|
|
|
3
|
Congress Wealth Management
Boston,
Massachusetts
|
$6.79M
|
+$251K
|
+15,098
|
+5%
|
|
|
4
|
Leo Wealth LLC
Hurst,
Texas
|
$5.71M
|
-$12.1K
|
-725
|
-0.3%
|
|
|
5
|
Franklin Resources
San Mateo,
California
|
$2.95M
|
–
|
–
|
–
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$2.54M
|
+$2.1M
|
+126,422
|
New
|
|
|
7
|
Innealta Capital
Austin,
Texas
|
$2.47M
|
–
|
–
|
–
|
|
|
8
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$1.21M
|
-$333K
|
-20,000
|
-25%
|
|
|
9
|
|
$1.11M
|
-$675K
|
-40,593
|
-42%
|
|
|
10
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$882K
|
-$16.5K
|
-992
|
-2%
|
|
|
11
|
Boltwood Capital Management
Walnut Creek,
California
|
$792K
|
+$155K
|
+9,300
|
+31%
|
|
|
12
|
Steward Partners Investment Advisory
New York
|
$785K
|
+$649K
|
+39,037
|
New
|
|
|
13
|
Equitable Holdings
New York
|
$722K
|
-$1.99M
|
-119,550
|
-77%
|
|
|
14
|
CreativeOne Wealth
Overland Park,
Kansas
|
$716K
|
-$81.5K
|
-4,897
|
-12%
|
|
|
15
|
KWB Wealth
Redlands,
California
|
$701K
|
+$281K
|
+16,911
|
+67%
|
|
|
16
|
Morningstar Investment Services
Chicago,
Illinois
|
$666K
|
+$14.9K
|
+896
|
+3%
|
|
|
17
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$631K
|
+$522K
|
+31,362
|
New
|
|
|
18
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$593K
|
+$490K
|
+29,467
|
New
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$291K
|
-$1.96K
|
-118
|
-0.8%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$244K
|
+$6.77K
|
+407
|
+3%
|
|
|
21
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$187K
|
-$15.8K
|
-948
|
-9%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$168K
|
-$2.31K
|
-139
|
-2%
|
|
|
23
|
|
$137K
|
+$9.66K
|
+581
|
+9%
|
|
|
24
|
GeoWealth Management
Chicago,
Illinois
|
$118K
|
-$11.6K
|
-695
|
-11%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$95K
|
+$2.71K
|
+163
|
+4%
|
|
