|
1
|
AllianceBernstein
Nashville,
Tennessee
|
$809M
|
+$2.12M
|
+58,722
|
+0.3%
|
|
|
2
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$133M
|
+$130M
|
+3,590,667
|
New
|
|
|
3
|
LPL Financial
San Diego,
California
|
$15.6M
|
+$60.1K
|
+1,666
|
+0.4%
|
|
|
4
|
HB Wealth Management
Atlanta,
Georgia
|
$14.4M
|
-$18.4K
|
-509
|
-0.1%
|
|
|
5
|
|
$7.15M
|
-$1.23M
|
-34,049
|
-15%
|
|
|
6
|
Flow Traders U.S.
New York
|
$2.65M
|
+$2.59M
|
+71,822
|
New
|
|
|
7
|
New Republic Capital
Charlotte,
North Carolina
|
$2.33M
|
–
|
–
|
–
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.86M
|
–
|
–
|
–
|
|
|
9
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$1.61M
|
+$1.52M
|
+42,240
|
New
|
|
|
10
|
Alterna Wealth Management
Houston,
Texas
|
$876K
|
-$190K
|
-5,272
|
-18%
|
|
|
11
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$792K
|
-$199K
|
-5,522
|
-20%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$620K
|
+$606K
|
+16,795
|
New
|
|
|
13
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$574K
|
–
|
–
|
–
|
|
|
14
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$540K
|
+$528K
|
+14,626
|
New
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$523K
|
+$92.3K
|
+2,558
|
+22%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$341K
|
+$334K
|
+9,242
|
New
|
|
|
17
|
Lido Advisors
Los Angeles,
California
|
$339K
|
–
|
–
|
–
|
|
|
18
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$313K
|
–
|
–
|
–
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$302K
|
–
|
–
|
–
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$277K
|
–
|
–
|
–
|
|
|
21
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$233K
|
+$228K
|
+6,313
|
New
|
|
|
22
|
Evermay Wealth Management
Arlington,
Virginia
|
$136K
|
-$361
|
-10
|
-0.3%
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$12.5K
|
-$4.55K
|
-126
|
-27%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.5K
|
–
|
–
|
–
|
|
|
25
|
Private Trust Company
Cleveland,
Ohio
|
$1.48K
|
-$108
|
-3
|
-7%
|
|
