|
1
|
One Day In July LLC
Burlington,
Vermont
|
$15.1M
|
+$1.4M
|
+22,100
|
+10%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.1M
|
-$60.6K
|
-956
|
-0.6%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$9.46M
|
+$299K
|
+4,718
|
+3%
|
|
|
4
|
|
$8.58M
|
+$905K
|
+14,272
|
+12%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$8.37M
|
-$417K
|
-6,572
|
-5%
|
|
|
6
|
Park Avenue Securities
New York
|
$7.26M
|
+$7.1M
|
+111,958
|
New
|
|
|
7
|
Evensky & Katz
Coral Gables,
Florida
|
$7.23M
|
-$124K
|
-1,958
|
-2%
|
|
|
8
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$6.48M
|
–
|
–
|
–
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$5.8M
|
+$343K
|
+5,400
|
+6%
|
|
|
10
|
Stephens Inc
Little Rock,
Arkansas
|
$3.81M
|
+$158K
|
+2,484
|
+4%
|
|
|
11
|
|
$3.56M
|
+$115K
|
+1,806
|
+3%
|
|
|
12
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$3.55M
|
-$110K
|
-1,738
|
-3%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.19M
|
+$2.14M
|
+33,704
|
New
|
|
|
14
|
FAS Wealth Partners
Leawood,
Kansas
|
$1.87M
|
-$242K
|
-3,820
|
-12%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$1.81M
|
-$154K
|
-2,426
|
-8%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$1.58M
|
+$558K
|
+8,798
|
+56%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.58M
|
+$8.5K
|
+134
|
+0.6%
|
|
|
18
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$1.53M
|
-$112K
|
-1,762
|
-7%
|
|
|
19
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.47M
|
-$33.2K
|
-524
|
-2%
|
|
|
20
|
BB&T Securities
Richmond,
Virginia
|
$1.37M
|
+$186K
|
+2,930
|
+16%
|
|
|
21
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$1.21M
|
–
|
–
|
–
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$1.19M
|
-$228K
|
-3,598
|
-16%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.02M
|
-$10.7K
|
-168
|
-1%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$1.01M
|
-$307K
|
-4,832
|
-24%
|
|
|
25
|
Wealth Architects
Mountain View,
California
|
$893K
|
–
|
–
|
–
|
|
