|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.5M
|
-$1.69M
|
-17,803
|
-6%
|
|
|
2
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$19.8M
|
-$8.73M
|
-92,059
|
-29%
|
|
|
3
|
UMB Bank
Kansas City,
Missouri
|
$12.6M
|
-$5.29M
|
-55,770
|
-28%
|
|
|
4
|
Opus Capital Group
Cincinnati,
Ohio
|
$6.81M
|
-$666K
|
-7,015
|
-8%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.78M
|
+$73.9K
|
+779
|
+3%
|
|
|
6
|
Partners in Financial Planning
Salem,
Virginia
|
$2.5M
|
+$1.04K
|
+11
|
+0%
|
|
|
7
|
|
$1.63M
|
+$368K
|
+3,877
|
+26%
|
|
|
8
|
Bank of New York Mellon
New York
|
$1.32M
|
+$77K
|
+812
|
+6%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$1.03M
|
+$4.27K
|
+45
|
+0.4%
|
|
|
10
|
Physician Wealth Advisors
Midvale,
Utah
|
$798K
|
+$47.6K
|
+502
|
+6%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$724K
|
-$84.3K
|
-888
|
-10%
|
|
|
12
|
Coastline Trust
Providence,
Rhode Island
|
$413K
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$334K
|
+$361K
|
+3,800
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$247K
|
+$110K
|
+1,161
|
+70%
|
|
|
15
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$219K
|
–
|
–
|
–
|
|
|
16
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$213K
|
+$231K
|
+2,431
|
New
|
|
|
17
|
First Horizon Advisors
Memphis,
Tennessee
|
$116K
|
–
|
–
|
–
|
|
|
18
|
|
$93K
|
-$729K
|
-7,678
|
-88%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$70K
|
–
|
–
|
–
|
|
|
20
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$67K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$37K
|
-$75.3K
|
-794
|
-65%
|
|
|
22
|
Pacific Center for Financial Services
San Ramon,
California
|
$24K
|
–
|
–
|
–
|
|
|
23
|
McIlrath & Eck
Arlington,
Washington
|
$23K
|
–
|
–
|
–
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$19K
|
–
|
–
|
–
|
|
|
25
|
St. James Investment Advisors
Port Jefferson,
New York
|
$18K
|
-$23.8K
|
-251
|
-56%
|
|
