|
1
|
LPL Financial
San Diego,
California
|
$30M
|
+$19.2M
|
+480,334
|
+177%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$21M
|
+$16M
|
+400,689
|
+317%
|
|
|
3
|
Continuum Advisory
Eagle,
Idaho
|
$15.8M
|
+$15.8M
|
+395,472
|
New
|
|
|
4
|
|
$14.7M
|
+$142K
|
+3,567
|
+1%
|
|
|
5
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$11.6M
|
+$251K
|
+6,295
|
+2%
|
|
|
6
|
Rockefeller Capital Management
New York
|
$9.77M
|
+$9.01M
|
+225,826
|
+1,189%
|
|
|
7
|
Bensler
Bellevue,
Washington
|
$9.71M
|
+$508K
|
+12,726
|
+6%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$9.34M
|
+$374K
|
+9,363
|
+4%
|
|
|
9
|
Harbour Investments
Madison,
Wisconsin
|
$9.14M
|
–
|
–
|
–
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.57M
|
+$7.22M
|
+180,806
|
+2,054%
|
|
|
11
|
Gradient Investments
Arden Hills,
Minnesota
|
$6.1M
|
+$3.18M
|
+79,781
|
+109%
|
|
|
12
|
Naples Global Advisors
Naples,
Florida
|
$5.86M
|
-$99.8K
|
-2,500
|
-2%
|
|
|
13
|
Tidal Investments
Milwaukee,
Wisconsin
|
$5.66M
|
-$3.25M
|
-81,329
|
-36%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$5.59M
|
+$1.48M
|
+37,108
|
+36%
|
|
|
15
|
Bank of New York Mellon
New York
|
$4.93M
|
-$61.1K
|
-1,531
|
-1%
|
|
|
16
|
Avantax Advisory Services
Dallas,
Texas
|
$3.67M
|
+$3.67M
|
+91,899
|
New
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$2.55M
|
+$1.52M
|
+38,205
|
+149%
|
|
|
18
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$2.49M
|
+$7.22K
|
+181
|
+0.3%
|
|
|
19
|
Elmwood Wealth Management
Berkeley,
California
|
$2.45M
|
-$3.99K
|
-100
|
-0.2%
|
|
|
20
|
Ford Financial Group
Fresno,
California
|
$2.32M
|
+$2.32M
|
+58,130
|
New
|
|
|
21
|
UBP Investment Advisors
Geneva,
Switzerland
|
$2.2M
|
–
|
–
|
–
|
|
|
22
|
Retirement Capital Strategies
San Jose,
California
|
$2.09M
|
+$2.09M
|
+52,429
|
New
|
|
|
23
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$1.99M
|
+$1.99M
|
+49,899
|
New
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.77M
|
-$4.14M
|
-103,692
|
-70%
|
|
|
25
|
CGN Advisors
Manhattan,
Kansas
|
$1.58M
|
-$45.8K
|
-1,147
|
-3%
|
|
