|
1
|
One Day In July LLC
Burlington,
Vermont
|
$11.4M
|
-$48.7K
|
-814
|
-0.3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.18M
|
+$2.37M
|
+39,552
|
+23%
|
|
|
3
|
Financial Management Professionals
Austin,
Texas
|
$6.95M
|
+$9.62M
|
+160,768
|
New
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$6.58M
|
+$533K
|
+8,908
|
+6%
|
|
|
5
|
|
$5.97M
|
-$324K
|
-5,410
|
-4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$5.03M
|
-$587K
|
-9,806
|
-8%
|
|
|
7
|
Evensky & Katz
Coral Gables,
Florida
|
$3.99M
|
-$1.06M
|
-17,710
|
-16%
|
|
|
8
|
|
$3.87M
|
+$2.22M
|
+37,142
|
+71%
|
|
|
9
|
Stephens Inc
Little Rock,
Arkansas
|
$3.81M
|
+$1.49M
|
+24,878
|
+39%
|
|
|
10
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$3.33M
|
+$4.6M
|
+76,898
|
New
|
|
|
11
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$3.29M
|
+$1.3M
|
+21,654
|
+40%
|
|
|
12
|
Riversedge Advisors
Wilmington,
Delaware
|
$2.73M
|
+$3.78M
|
+63,128
|
New
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$1.98M
|
-$2.99M
|
-50,050
|
-52%
|
|
|
14
|
Evergreen Capital Management
Bellevue,
Washington
|
$1.67M
|
+$756K
|
+12,646
|
+49%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.64M
|
+$1.7M
|
+28,372
|
+295%
|
|
|
16
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$1.44M
|
+$1.99M
|
+33,340
|
New
|
|
|
17
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.36M
|
+$1.88M
|
+31,432
|
New
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$1.15M
|
+$230K
|
+3,846
|
+17%
|
|
|
19
|
Managed Account Services
Coconut Grove,
Florida
|
$1.13M
|
+$1.72M
|
+28,796
|
New
|
|
|
20
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$1.11M
|
+$1.54M
|
+25,746
|
New
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$1.11M
|
+$45.7K
|
+764
|
+3%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$1.11M
|
+$57.3K
|
+958
|
+4%
|
|
|
23
|
FAS Wealth Partners
Leawood,
Kansas
|
$977K
|
-$176K
|
-2,938
|
-12%
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$972K
|
–
|
–
|
–
|
|
|
25
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$955K
|
-$91.4K
|
-1,528
|
-6%
|
|
