|
1
|
UBS Group
Zurich,
Switzerland
|
$23.4M
|
+$3.77M
|
+69,302
|
+19%
|
|
|
2
|
One Day In July LLC
Burlington,
Vermont
|
$12.1M
|
-$758K
|
-13,916
|
-6%
|
|
|
3
|
|
$10.6M
|
+$305K
|
+5,594
|
+3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.6M
|
-$40.4K
|
-742
|
-0.5%
|
|
|
5
|
Financial Management Professionals
Austin,
Texas
|
$8.05M
|
-$965K
|
-17,714
|
-10%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.1M
|
+$676K
|
+12,422
|
+10%
|
|
|
7
|
Park Avenue Securities
New York
|
$6.63M
|
-$234K
|
-4,296
|
-3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$5.99M
|
+$1.23M
|
+22,616
|
+25%
|
|
|
9
|
|
$5.42M
|
+$98K
|
+1,800
|
+2%
|
|
|
10
|
Stephens Inc
Little Rock,
Arkansas
|
$4.92M
|
+$233K
|
+4,286
|
+5%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.73M
|
+$126K
|
+2,322
|
+3%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$4.37M
|
-$2.44M
|
-44,750
|
-35%
|
|
|
13
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$3.96M
|
+$47.6K
|
+874
|
+1%
|
|
|
14
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$3.56M
|
-$90.9K
|
-1,670
|
-2%
|
|
|
15
|
Riversedge Advisors
Wilmington,
Delaware
|
$3.52M
|
+$93.1K
|
+1,710
|
+3%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.2M
|
+$2.18K
|
+40
|
+0.1%
|
|
|
17
|
|
$2.65M
|
+$2.72M
|
+50,000
|
New
|
|
|
18
|
Evensky & Katz
Coral Gables,
Florida
|
$2.59M
|
-$546K
|
-10,022
|
-17%
|
|
|
19
|
Evergreen Capital Management
Bellevue,
Washington
|
$2.04M
|
-$9.26K
|
-170
|
-0.4%
|
|
|
20
|
Cannon Financial Strategists
Athens,
Georgia
|
$2M
|
+$860K
|
+15,794
|
+72%
|
|
|
21
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
$1.87M
|
+$1.92M
|
+35,238
|
New
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$1.78M
|
+$16.3K
|
+300
|
+0.9%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.7M
|
+$1.01M
|
+18,574
|
+137%
|
|
|
24
|
Managed Account Services
Coconut Grove,
Florida
|
$1.69M
|
+$33.9K
|
+622
|
+2%
|
|
|
25
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$1.65M
|
+$74.7K
|
+1,372
|
+5%
|
|
