|
1
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$24.2M
|
+$183K
|
+3,640
|
+0.7%
|
|
|
2
|
Morton Capital Management
Calabasas,
California
|
$19.7M
|
+$11.9M
|
+237,901
|
+123%
|
|
|
3
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$14.4M
|
+$1.48M
|
+29,516
|
+10%
|
|
|
4
|
Cultivar Capital
Denton,
Texas
|
$6.15M
|
+$12.8K
|
+255
|
+0.2%
|
|
|
5
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.14M
|
+$126K
|
+2,510
|
+6%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.9M
|
-$145K
|
-2,886
|
-6%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1.59M
|
-$79.3K
|
-1,579
|
-4%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$1.22M
|
-$6.69M
|
-133,377
|
-83%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$1.06M
|
+$267K
|
+5,315
|
+30%
|
|
|
10
|
|
$956K
|
+$160K
|
+3,193
|
+18%
|
|
|
11
|
Clearstead Advisors
Cleveland,
Ohio
|
$929K
|
+$1.02M
|
+20,366
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$740K
|
+$195K
|
+3,886
|
+32%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$633K
|
+$697K
|
+13,886
|
New
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$592K
|
+$15K
|
+299
|
+2%
|
|
|
15
|
ORG Partners
Roanoke,
Indiana
|
$557K
|
–
|
–
|
–
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$514K
|
+$566K
|
+11,268
|
New
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$453K
|
–
|
–
|
–
|
|
|
18
|
|
$449K
|
-$1.48M
|
-29,405
|
-75%
|
|
|
19
|
Macroview Investment Management
Bethesda,
Maryland
|
$431K
|
-$94.9K
|
-1,890
|
-17%
|
|
|
20
|
RWA Wealth Partners
Newton,
Massachusetts
|
$413K
|
–
|
–
|
–
|
|
|
21
|
Allworth Financial
Folsom,
California
|
$363K
|
+$5.17K
|
+103
|
+1%
|
|
|
22
|
Pure Financial Advisors
San Diego,
California
|
$349K
|
-$1.61K
|
-32
|
-0.4%
|
|
|
23
|
Focus Financial Network
Minneapolis,
Minnesota
|
$347K
|
-$56.1K
|
-1,117
|
-13%
|
|
|
24
|
Firestone Capital Management
Coral Gables,
Florida
|
$325K
|
+$358K
|
+7,137
|
New
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$321K
|
-$1.3K
|
-26
|
-0.4%
|
|
