|
1
|
UBS Group
Zurich,
Switzerland
|
$19.4M
|
+$10.7M
|
+219,076
|
+144%
|
|
|
2
|
One Day In July LLC
Burlington,
Vermont
|
$12.7M
|
-$1.08M
|
-22,124
|
-8%
|
|
|
3
|
|
$10.1M
|
+$5.08M
|
+104,460
|
+117%
|
|
|
4
|
Financial Management Professionals
Austin,
Texas
|
$8.84M
|
+$419K
|
+8,622
|
+5%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.48M
|
-$2.41M
|
-49,516
|
-23%
|
|
|
6
|
Park Avenue Securities
New York
|
$6.74M
|
+$6.27M
|
+129,068
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$6.63M
|
+$3.94M
|
+81,098
|
+177%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.33M
|
+$5.53M
|
+113,766
|
+1,504%
|
|
|
9
|
|
$5.23M
|
-$1.84M
|
-37,872
|
-27%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$4.71M
|
-$1.27M
|
-26,202
|
-23%
|
|
|
11
|
Stephens Inc
Little Rock,
Arkansas
|
$4.62M
|
+$18.6K
|
+382
|
+0.4%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.53M
|
+$2.37M
|
+48,818
|
+129%
|
|
|
13
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$3.85M
|
-$152K
|
-3,120
|
-4%
|
|
|
14
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$3.6M
|
-$360K
|
-7,412
|
-10%
|
|
|
15
|
Riversedge Advisors
Wilmington,
Delaware
|
$3.37M
|
+$71.8K
|
+1,476
|
+2%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.14M
|
+$2.61M
|
+53,704
|
+826%
|
|
|
17
|
Evensky & Katz
Coral Gables,
Florida
|
$3.07M
|
-$1.63M
|
-33,434
|
-36%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.14M
|
+$1.04M
|
+21,338
|
+109%
|
|
|
19
|
Evergreen Capital Management
Bellevue,
Washington
|
$2.02M
|
-$4.86K
|
-100
|
-0.3%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$1.73M
|
+$323K
|
+6,650
|
+25%
|
|
|
21
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.65M
|
+$13.3K
|
+274
|
+0.9%
|
|
|
22
|
Ackerman Capital Advisors
Dallas,
Texas
|
$1.58M
|
+$1.47M
|
+30,332
|
New
|
|
|
23
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$1.55M
|
-$178K
|
-3,662
|
-11%
|
|
|
24
|
Managed Account Services
Coconut Grove,
Florida
|
$1.5M
|
-$33K
|
-678
|
-2%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$1.46M
|
+$116K
|
+2,384
|
+9%
|
|
