|
1
|
US Bancorp
Minneapolis,
Minnesota
|
$12.3M
|
+$3.32M
|
+125,239
|
+37%
|
|
|
2
|
|
$3.83M
|
+$2.73M
|
+103,005
|
+246%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$2.04M
|
+$2.05M
|
+77,238
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$1.85M
|
-$299K
|
-11,268
|
-14%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.33M
|
+$1.12M
|
+42,111
|
+518%
|
|
|
6
|
Alesco Advisors
Pittsford,
New York
|
$1.2M
|
–
|
–
|
–
|
|
|
7
|
GSB Wealth Management
Guilford,
Connecticut
|
$998K
|
+$999K
|
+37,707
|
New
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$863K
|
+$262K
|
+9,886
|
+44%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$804K
|
+$4.98K
|
+188
|
+0.6%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$734K
|
+$128K
|
+4,836
|
+21%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$651K
|
-$375K
|
-14,148
|
-37%
|
|
|
12
|
|
$447K
|
-$43.2K
|
-1,628
|
-9%
|
|
|
13
|
WJ Wealth Management
Glendale,
Arizona
|
$439K
|
+$442K
|
+16,665
|
New
|
|
|
14
|
4J Wealth Management
Alexandria,
Virginia
|
$323K
|
+$323K
|
+12,186
|
New
|
|
|
15
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$307K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$257K
|
-$2.48M
|
-93,590
|
-91%
|
|
|
17
|
Financial Advocates Investment Management
Olympia,
Washington
|
$225K
|
+$27
|
+1
|
+0%
|
|
|
18
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$219K
|
+$219K
|
+8,274
|
New
|
|
|
19
|
Belpointe Asset Management
Reno,
Nevada
|
$174K
|
–
|
–
|
–
|
|
|
20
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$100K
|
+$239
|
+9
|
+0.2%
|
|
|
21
|
Anchor Investment Management
Columbia,
South Carolina
|
$94.6K
|
-$4.24K
|
-160
|
-4%
|
|
|
22
|
CoreCap Advisors
Southfield,
Michigan
|
$41K
|
+$41.2K
|
+1,554
|
New
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$11K
|
+$27
|
+1
|
+0.2%
|
|
|
24
|
Rockbridge Investment Management
Syracuse,
New York
|
–
|
-$52K
|
-1,960
|
Closed
|
|
