|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$27.9M
|
-$61.2M
|
-449,379
|
-69%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.9M
|
-$60.2M
|
-441,593
|
-68%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$17.7M
|
-$11.3M
|
-82,725
|
-39%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$13.6M
|
+$1.21M
|
+8,900
|
+10%
|
|
|
5
|
|
$12M
|
+$6.75M
|
+49,570
|
+129%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$10.8M
|
-$5.34M
|
-39,192
|
-33%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$10.2M
|
+$5.99M
|
+43,979
|
+143%
|
|
|
8
|
GenWealth Group
Maplewood,
New Jersey
|
$10.1M
|
+$1.5M
|
+10,980
|
+17%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.74M
|
+$167K
|
+1,224
|
+2%
|
|
|
10
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$9.09M
|
+$4.01M
|
+29,465
|
+79%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$8.9M
|
-$1.05M
|
-7,683
|
-11%
|
|
|
12
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$7.35M
|
+$20.4K
|
+150
|
+0.3%
|
|
|
13
|
Wolverine Trading
Chicago,
Illinois
|
$6.98M
|
+$1.9M
|
+13,972
|
+37%
|
|
|
14
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$6.56M
|
+$87.7K
|
+644
|
+1%
|
|
|
15
|
James Investment Research
Alpha,
Ohio
|
$5.95M
|
-$894K
|
-6,564
|
-13%
|
|
|
16
|
Wealthcare Capital Management
Richmond,
Virginia
|
$3.98M
|
+$1.9M
|
+13,961
|
+91%
|
|
|
17
|
Cardan Capital Partners
Denver,
Colorado
|
$3.9M
|
+$78.7K
|
+578
|
+2%
|
|
|
18
|
Cambridge Associates
Boston,
Massachusetts
|
$3.89M
|
+$3.9M
|
+28,595
|
New
|
|
|
19
|
LPL Financial
San Diego,
California
|
$3.89M
|
-$1.53M
|
-11,255
|
-28%
|
|
|
20
|
Parallel Advisors
San Francisco,
California
|
$3.44M
|
+$738K
|
+5,417
|
+27%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.21M
|
-$251K
|
-1,845
|
-7%
|
|
|
22
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$2.91M
|
+$357K
|
+2,621
|
+14%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$2.72M
|
-$227K
|
-1,667
|
-8%
|
|
|
24
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$2.58M
|
+$693K
|
+5,089
|
+37%
|
|
|
25
|
|
$2.2M
|
+$551K
|
+4,042
|
+33%
|
|
