|
1
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$30.7M
|
+$4.16M
|
+86,007
|
+16%
|
|
|
2
|
Morton Capital Management
Calabasas,
California
|
$21.1M
|
-$407K
|
-8,413
|
-2%
|
|
|
3
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$16.2M
|
+$471K
|
+9,735
|
+3%
|
|
|
4
|
Cultivar Capital
Denton,
Texas
|
$6.81M
|
+$88.6K
|
+1,830
|
+1%
|
|
|
5
|
|
$4.77M
|
+$3.62M
|
+74,768
|
+357%
|
|
|
6
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.36M
|
+$17.5K
|
+362
|
+0.8%
|
|
|
7
|
Flow Traders U.S.
New York
|
$1.79M
|
+$1.74M
|
+36,007
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.42M
|
-$639K
|
-13,192
|
-32%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$1.34M
|
–
|
–
|
–
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.27M
|
-$453K
|
-9,360
|
-27%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$1.25M
|
+$1.21M
|
+25,084
|
New
|
|
|
12
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.07M
|
+$1.04M
|
+21,522
|
New
|
|
|
13
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.01M
|
–
|
–
|
–
|
|
|
14
|
|
$932K
|
+$430K
|
+8,874
|
+90%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$883K
|
-$263K
|
-5,432
|
-23%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$599K
|
-$46.7K
|
-965
|
-7%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$550K
|
-$250K
|
-5,173
|
-32%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$534K
|
-$26.5K
|
-547
|
-5%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$495K
|
–
|
–
|
–
|
|
|
20
|
RWA Wealth Partners
Newton,
Massachusetts
|
$451K
|
–
|
–
|
–
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$435K
|
+$99.2K
|
+2,050
|
+31%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$345K
|
+$41.1K
|
+850
|
+14%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$345K
|
-$6.29K
|
-130
|
-2%
|
|
|
24
|
Horizon Advisory Services
West Henrietta,
New York
|
$319K
|
+$30.3K
|
+625
|
+11%
|
|
|
25
|
Pure Financial Advisors
San Diego,
California
|
$301K
|
-$77.3K
|
-1,597
|
-21%
|
|
