|
1
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$39M
|
+$479K
|
+4,041
|
+1%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.2M
|
-$585K
|
-4,934
|
-2%
|
|
|
3
|
Opus Capital Group
Cincinnati,
Ohio
|
$12.3M
|
-$703K
|
-5,933
|
-6%
|
|
|
4
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$10.6M
|
+$9.93M
|
+83,789
|
New
|
|
|
5
|
UMB Bank
Kansas City,
Missouri
|
$7.8M
|
-$94K
|
-793
|
-1%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.04M
|
+$167K
|
+1,408
|
+4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$4.65M
|
-$74.3K
|
-627
|
-2%
|
|
|
8
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.14M
|
-$285K
|
-2,408
|
-9%
|
|
|
9
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
$3M
|
-$22.6K
|
-191
|
-0.8%
|
|
|
10
|
Partners in Financial Planning
Salem,
Virginia
|
$2.67M
|
-$233K
|
-1,967
|
-9%
|
|
|
11
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$2.09M
|
+$109K
|
+917
|
+6%
|
|
|
12
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.87M
|
+$401K
|
+3,382
|
+30%
|
|
|
13
|
Custom Portfolio Group
Englewood,
Colorado
|
$1.76M
|
+$1.77M
|
+14,940
|
New
|
|
|
14
|
Bank of New York Mellon
New York
|
$1.57M
|
-$185K
|
-1,558
|
-11%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.35M
|
+$278K
|
+2,345
|
+28%
|
|
|
16
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$1.23M
|
+$74K
|
+624
|
+7%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$1.23M
|
-$29.3K
|
-247
|
-2%
|
|
|
18
|
|
$1.07M
|
-$30.9K
|
-261
|
-3%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.05M
|
+$351K
|
+2,965
|
+56%
|
|
|
20
|
Seed Wealth Management
Evanston,
Illinois
|
$1.01M
|
–
|
–
|
–
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$971K
|
+$4.38K
|
+37
|
+0.5%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$967K
|
+$903K
|
+7,619
|
New
|
|
|
23
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$937K
|
+$15.8K
|
+133
|
+2%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$655K
|
+$38.5K
|
+325
|
+7%
|
|
|
25
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$626K
|
-$3.08K
|
-26
|
-0.5%
|
|
