|
1
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$29M
|
+$996K
|
+10,141
|
+3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.5M
|
+$675K
|
+6,877
|
+3%
|
|
|
3
|
UMB Bank
Kansas City,
Missouri
|
$17.9M
|
+$59.3K
|
+604
|
+0.3%
|
|
|
4
|
Opus Capital Group
Cincinnati,
Ohio
|
$7.58M
|
+$546K
|
+5,562
|
+7%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.77M
|
+$195K
|
+1,984
|
+7%
|
|
|
6
|
Partners in Financial Planning
Salem,
Virginia
|
$2.39M
|
+$1.38K
|
+14
|
+0.1%
|
|
|
7
|
|
$1.32M
|
+$187K
|
+1,907
|
+15%
|
|
|
8
|
Bank of New York Mellon
New York
|
$1.28M
|
-$1.92M
|
-19,577
|
-58%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$1.04M
|
-$21.3K
|
-217
|
-2%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$818K
|
+$285K
|
+2,899
|
+47%
|
|
|
11
|
|
$783K
|
-$2.2M
|
-22,422
|
-72%
|
|
|
12
|
Physician Wealth Advisors
Midvale,
Utah
|
$782K
|
-$105K
|
-1,071
|
-12%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$496K
|
+$71.1K
|
+724
|
+15%
|
|
|
14
|
Coastline Trust
Providence,
Rhode Island
|
$422K
|
+$41.2K
|
+420
|
+10%
|
|
|
15
|
Retirement Capital Strategies
San Jose,
California
|
$413K
|
+$452K
|
+4,608
|
New
|
|
|
16
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$273K
|
-$80.7K
|
-822
|
-21%
|
|
|
17
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$224K
|
–
|
–
|
–
|
|
|
18
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$213K
|
+$234K
|
+2,387
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$148K
|
+$103K
|
+1,051
|
+173%
|
|
|
20
|
First Horizon Advisors
Memphis,
Tennessee
|
$119K
|
+$131K
|
+1,331
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$109K
|
+$73K
|
+744
|
+159%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$72K
|
–
|
–
|
–
|
|
|
23
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$68K
|
–
|
–
|
–
|
|
|
24
|
St. James Investment Advisors
Port Jefferson,
New York
|
$41K
|
+$44.3K
|
+451
|
New
|
|
|
25
|
Pacific Center for Financial Services
San Ramon,
California
|
$25K
|
–
|
–
|
–
|
|
