|
1
|
|
$30.5M
|
+$6.31M
|
+174,672
|
+26%
|
|
|
2
|
Lake Point Wealth Management
Rockwall,
Texas
|
$12.5M
|
+$46.5K
|
+1,288
|
+0.4%
|
|
|
3
|
Efficient Advisors
Mason,
Ohio
|
$11.1M
|
-$2.1M
|
-58,008
|
-16%
|
|
|
4
|
Cambria Investment Management
Manhattan Beach,
California
|
$5.13M
|
-$425K
|
-11,769
|
-8%
|
|
|
5
|
O'Dell Group
Cincinnati,
Ohio
|
$4.76M
|
-$207K
|
-5,722
|
-4%
|
|
|
6
|
|
$3.69M
|
-$774K
|
-21,427
|
-17%
|
|
|
7
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$2.72M
|
-$224K
|
-6,199
|
-8%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.23M
|
+$1.82M
|
+50,454
|
+456%
|
|
|
9
|
Equitable Holdings
New York
|
$1.97M
|
-$182K
|
-5,040
|
-8%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.4M
|
+$25K
|
+692
|
+2%
|
|
|
11
|
Perigon Wealth Management
San Francisco,
California
|
$1.35M
|
-$109K
|
-3,004
|
-7%
|
|
|
12
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$942K
|
-$208K
|
-5,757
|
-18%
|
|
|
13
|
CX Institutional
Auburn,
Indiana
|
$772K
|
+$191K
|
+5,291
|
+33%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$620K
|
+$323K
|
+8,927
|
+109%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$551K
|
+$550K
|
+15,207
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$531K
|
-$9.05M
|
-250,320
|
-94%
|
|
|
17
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$388K
|
-$189K
|
-5,231
|
-33%
|
|
|
18
|
Beacon Pointe Advisors
Newport Beach,
California
|
$336K
|
+$338K
|
+9,364
|
New
|
|
|
19
|
|
$320K
|
+$319K
|
+8,815
|
New
|
|
|
20
|
MKD Wealth Coaches
Troy,
Michigan
|
$309K
|
–
|
–
|
–
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$290K
|
-$136K
|
-3,758
|
-32%
|
|
|
22
|
Level Four Advisory Services
Dallas,
Texas
|
$272K
|
-$41.4K
|
-1,146
|
-13%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$247K
|
-$17.2K
|
-475
|
-7%
|
|
|
24
|
Two Sigma Securities
New York
|
$245K
|
+$245K
|
+6,767
|
New
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$240K
|
-$9.79K
|
-271
|
-4%
|
|
