|
1
|
|
$6.9M
|
+$6.32M
|
+472,134
|
+749%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$6.38M
|
+$657K
|
+49,060
|
+11%
|
|
|
3
|
|
$3.12M
|
+$72K
|
+5,379
|
+2%
|
|
|
4
|
|
$2.98M
|
+$1.66M
|
+124,319
|
+117%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$2.02M
|
+$1.91M
|
+142,504
|
+983%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.23M
|
+$715K
|
+53,448
|
+128%
|
|
|
7
|
180 Wealth Advisors
Federal Way,
Washington
|
$1.15M
|
+$467K
|
+34,869
|
+63%
|
|
|
8
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.13M
|
-$57.8K
|
-4,320
|
-5%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$896K
|
+$383K
|
+28,593
|
+69%
|
|
|
10
|
Credit Suisse
Zurich,
Switzerland
|
$840K
|
+$525K
|
+39,200
|
+151%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$681K
|
+$251K
|
+18,767
|
+55%
|
|
|
12
|
Lane Generational
Dover,
Massachusetts
|
$429K
|
+$445K
|
+33,247
|
New
|
|
|
13
|
Kestra Private Wealth Services
Austin,
Texas
|
$362K
|
+$376K
|
+28,060
|
New
|
|
|
14
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$337K
|
+$350K
|
+26,146
|
New
|
|
|
15
|
Wealthfront Advisers
Palo Alto,
California
|
$321K
|
+$333K
|
+24,903
|
New
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$270K
|
+$97.5K
|
+7,287
|
+53%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$255K
|
+$70.5K
|
+5,268
|
+36%
|
|
|
18
|
GFG Capital
Miami,
Florida
|
$221K
|
–
|
–
|
–
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$219K
|
+$227K
|
+16,990
|
New
|
|
|
20
|
Synergy Asset Management
Vancouver,
Washington
|
$191K
|
+$198K
|
+14,820
|
New
|
|
|
21
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$181K
|
–
|
–
|
–
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$179K
|
-$146K
|
-10,936
|
-44%
|
|
|
23
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$176K
|
+$16.1K
|
+1,200
|
+10%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$163K
|
-$40.5K
|
-3,023
|
-19%
|
|
|
25
|
MKD Wealth Coaches
Troy,
Michigan
|
$148K
|
-$28K
|
-2,090
|
-15%
|
|
