|
1
|
One Day In July LLC
Burlington,
Vermont
|
$18.5M
|
+$2.17M
|
+32,370
|
+14%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$12M
|
+$1.08M
|
+16,166
|
+10%
|
|
|
3
|
|
$9.97M
|
+$740K
|
+11,060
|
+8%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$9.95M
|
-$188K
|
-2,810
|
-2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$8.77M
|
-$201K
|
-3,006
|
-2%
|
|
|
6
|
Park Avenue Securities
New York
|
$7.69M
|
-$86.2K
|
-1,288
|
-1%
|
|
|
7
|
Evensky & Katz
Coral Gables,
Florida
|
$7.64M
|
-$105K
|
-1,566
|
-1%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$6.67M
|
+$431K
|
+6,446
|
+7%
|
|
|
9
|
Stephens Inc
Little Rock,
Arkansas
|
$4.39M
|
+$297K
|
+4,442
|
+8%
|
|
|
10
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$3.79M
|
-$17.3K
|
-258
|
-0.5%
|
|
|
11
|
|
$3.64M
|
-$167K
|
-2,492
|
-5%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.42M
|
+$71.3K
|
+1,066
|
+3%
|
|
|
13
|
Evergreen Capital Management
Bellevue,
Washington
|
$1.81M
|
+$1.74M
|
+26,066
|
New
|
|
|
14
|
FAS Wealth Partners
Leawood,
Kansas
|
$1.77M
|
-$221K
|
-3,308
|
-11%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.74M
|
+$45.1K
|
+674
|
+3%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$1.73M
|
+$31.6K
|
+472
|
+2%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$1.71M
|
-$214K
|
-3,194
|
-11%
|
|
|
18
|
Stokes Family Office
New Orleans,
Louisiana
|
$1.67M
|
+$1.63M
|
+24,366
|
New
|
|
|
19
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$1.64M
|
+$4.01K
|
+60
|
+0.3%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$1.58M
|
+$1.52M
|
+22,704
|
New
|
|
|
21
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.56M
|
-$11.2K
|
-168
|
-0.7%
|
|
|
22
|
EP Wealth Advisors
Torrance,
California
|
$1.52M
|
+$1.19M
|
+17,788
|
+429%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.22M
|
+$118K
|
+1,768
|
+11%
|
|
|
24
|
Wealth Architects
Mountain View,
California
|
$957K
|
–
|
–
|
–
|
|
|
25
|
CIBC World Market
Toronto,
Ontario, Canada
|
$866K
|
+$230K
|
+3,444
|
+38%
|
|
