|
1
|
180 Wealth Advisors
Federal Way,
Washington
|
$2.53M
|
+$412K
|
+42,939
|
+17%
|
|
|
2
|
|
$2.5M
|
-$209K
|
-21,725
|
-7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$2.08M
|
+$2.37K
|
+247
|
+0.1%
|
|
|
4
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$925K
|
+$36.1K
|
+3,759
|
+4%
|
|
|
5
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$768K
|
-$131K
|
-13,598
|
-13%
|
|
|
6
|
Credit Suisse
Zurich,
Switzerland
|
$442K
|
–
|
–
|
–
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$418K
|
–
|
–
|
–
|
|
|
8
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$354K
|
+$124K
|
+12,961
|
+46%
|
|
|
9
|
Lane Generational
Dover,
Massachusetts
|
$331K
|
-$17.4K
|
-1,816
|
-4%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$301K
|
-$106K
|
-11,019
|
-24%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$300K
|
-$1.03M
|
-107,230
|
-75%
|
|
|
12
|
Founders Financial Securities
Towson,
Maryland
|
$266K
|
-$26.4K
|
-2,750
|
-8%
|
|
|
13
|
Wealthfront Advisers
Palo Alto,
California
|
$240K
|
-$316K
|
-32,942
|
-54%
|
|
|
14
|
|
$196K
|
-$153K
|
-15,906
|
-41%
|
|
|
15
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$177K
|
+$198K
|
+20,615
|
New
|
|
|
16
|
Evoke Wealth
Los Angeles,
California
|
$169K
|
-$13.5K
|
-1,410
|
-7%
|
|
|
17
|
GFG Capital
Miami,
Florida
|
$163K
|
–
|
–
|
–
|
|
|
18
|
EP Wealth Advisors
Torrance,
California
|
$145K
|
-$343K
|
-35,754
|
-68%
|
|
|
19
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$120K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$119K
|
-$25K
|
-2,600
|
-16%
|
|
|
21
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$112K
|
–
|
–
|
–
|
|
|
22
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$110K
|
+$123K
|
+12,814
|
New
|
|
|
23
|
Two Sigma Securities
New York
|
$98.5K
|
+$110K
|
+11,498
|
New
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$98K
|
-$11.5K
|
-1,202
|
-10%
|
|
|
25
|
Baystate Wealth Management
Boston,
Massachusetts
|
$97.8K
|
–
|
–
|
–
|
|
