|
1
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$36.4M
|
+$535K
|
+9,131
|
+2%
|
|
|
2
|
Morton Capital Management
Calabasas,
California
|
$23.7M
|
-$284K
|
-4,844
|
-1%
|
|
|
3
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$19.7M
|
-$685K
|
-11,693
|
-3%
|
|
|
4
|
|
$9.08M
|
+$1.49M
|
+25,365
|
+20%
|
|
|
5
|
VanEck Associates
New York
|
$8.44M
|
+$8.23M
|
+140,349
|
New
|
|
|
6
|
Cultivar Capital
Denton,
Texas
|
$8.43M
|
-$62.4K
|
-1,065
|
-0.8%
|
|
|
7
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$5.46M
|
+$5.32M
|
+90,730
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$4.21M
|
+$2.61M
|
+44,447
|
+174%
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.86M
|
+$31.5K
|
+538
|
+1%
|
|
|
10
|
Clearstead Advisors
Cleveland,
Ohio
|
$2.45M
|
–
|
–
|
–
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$1.57M
|
+$1.41K
|
+24
|
+0.1%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$1.11M
|
-$54K
|
-922
|
-5%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$1.05M
|
+$1.02M
|
+17,407
|
New
|
|
|
14
|
Austin Wealth Management
Austin,
Texas
|
$938K
|
–
|
–
|
–
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$853K
|
-$504K
|
-8,599
|
-38%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$726K
|
+$73.7K
|
+1,258
|
+12%
|
|
|
17
|
&Partners
Nashville,
Tennessee
|
$658K
|
+$641K
|
+10,940
|
New
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$641K
|
+$997
|
+17
|
+0.2%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$603K
|
–
|
–
|
–
|
|
|
20
|
RWA Wealth Partners
Newton,
Massachusetts
|
$544K
|
–
|
–
|
–
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$536K
|
+$10.3K
|
+176
|
+2%
|
|
|
22
|
Horizon Advisory Services
West Henrietta,
New York
|
$472K
|
+$31.9K
|
+544
|
+7%
|
|
|
23
|
Northbridge Financial Group
Tampa,
Florida
|
$463K
|
+$451K
|
+7,702
|
New
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$455K
|
+$285K
|
+4,856
|
+179%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$393K
|
-$688K
|
-11,732
|
-64%
|
|
