|
1
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$49.8M
|
+$8.24M
|
+110,891
|
+20%
|
|
|
2
|
|
$25.6M
|
+$4.96M
|
+66,711
|
+24%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$21.5M
|
+$367K
|
+4,935
|
+2%
|
|
|
4
|
Hays Advisory
Franklin,
Tennessee
|
$18.8M
|
-$5.58M
|
-75,017
|
-23%
|
|
|
5
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$17.3M
|
-$998K
|
-13,433
|
-5%
|
|
|
6
|
Choate Investment Advisors
Boston,
Massachusetts
|
$16.1M
|
+$725K
|
+9,758
|
+5%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$10.5M
|
+$868K
|
+11,675
|
+9%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$10.2M
|
-$2.24M
|
-30,156
|
-18%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$8.98M
|
+$43.8K
|
+589
|
+0.5%
|
|
|
10
|
KeyBank National Association
Cleveland,
Ohio
|
$8.54M
|
+$834K
|
+11,223
|
+11%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$6.6M
|
-$570K
|
-7,666
|
-8%
|
|
|
12
|
IndexIQ Advisors
New York
|
$6.47M
|
+$6.41M
|
+86,288
|
New
|
|
|
13
|
Regis Management Company
Menlo Park,
California
|
$6.06M
|
-$154K
|
-2,074
|
-3%
|
|
|
14
|
Fullerton Fund Management
Singapore
|
$5.81M
|
+$1.35M
|
+18,200
|
+31%
|
|
|
15
|
AE Wealth Management
Topeka,
Kansas
|
$5.78M
|
+$1.15M
|
+15,468
|
+25%
|
|
|
16
|
|
$5.53M
|
+$5.48M
|
+73,697
|
New
|
|
|
17
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$5.41M
|
+$1.16M
|
+15,663
|
+28%
|
|
|
18
|
Aviance Capital Management
Sarasota,
Florida
|
$5.09M
|
-$180K
|
-2,428
|
-3%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$4.82M
|
-$253K
|
-3,398
|
-5%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$4.44M
|
+$243K
|
+3,276
|
+6%
|
|
|
21
|
Wolverine Trading
Chicago,
Illinois
|
$3.58M
|
+$833K
|
+11,203
|
+31%
|
|
|
22
|
|
$2.57M
|
+$112K
|
+1,503
|
+5%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$2.51M
|
-$14.3K
|
-193
|
-0.6%
|
|
|
24
|
Providence First Trust
Scottsdale,
Arizona
|
$2.4M
|
+$545K
|
+7,332
|
+30%
|
|
|
25
|
|
$1.89M
|
+$352K
|
+4,734
|
+23%
|
|
