|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$4051万
|
-$37.4万
|
-13,503
|
-0.9%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$3677万
|
-$71.8万
|
-25,902
|
-2%
|
|
|
3
|
|
$2178万
|
+$808万
|
+291,523
|
+56%
|
|
|
4
|
|
$1037万
|
-$34.7万
|
-12,495
|
-3%
|
|
|
5
|
Checchi Capital Advisers
Beverly Hills,
California
|
$927万
|
+$449万
|
+161,937
|
+89%
|
|
|
6
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$712万
|
–
|
–
|
–
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$343万
|
+$4.62万
|
+1,666
|
+1%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$342万
|
-$218万
|
-78,681
|
-38%
|
|
|
9
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$322万
|
-$2.92万
|
-1,052
|
-0.9%
|
|
|
10
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$316万
|
+$40.6万
|
+14,649
|
+14%
|
|
|
11
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$281万
|
+$28.9万
|
+10,417
|
+11%
|
|
|
12
|
Geneos Wealth Management
Englewood,
Colorado
|
$261万
|
+$3.41万
|
+1,230
|
+1%
|
|
|
13
|
Elmwood Wealth Management
Berkeley,
California
|
$247万
|
+$6.48万
|
+2,337
|
+3%
|
|
|
14
|
Upper Left Wealth Management
Tampa,
Florida
|
$184万
|
-$62.3万
|
-22,448
|
-22%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$184万
|
+$5.77万
|
+2,082
|
+3%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$154万
|
-$14.4万
|
-5,202
|
-8%
|
|
|
17
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$78.5万
|
-$1.44万
|
-521
|
-2%
|
|
|
18
|
Windham Capital Management
Boston,
Massachusetts
|
$67.1万
|
+$5.15万
|
+1,858
|
+8%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$64.9万
|
-$5.27万
|
-1,901
|
-7%
|
|
|
20
|
Martin Capital Partners
Eugene,
Oregon
|
$57.3万
|
-$3.41万
|
-1,230
|
-5%
|
|
|
21
|
Flow Traders U.S.
New York
|
$52.8万
|
+$2.63万
|
+948
|
+5%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$51.1万
|
-$34万
|
-12,272
|
-39%
|
|
|
23
|
Denver PWM
Denver,
Colorado
|
$43.7万
|
+$2.16万
|
+779
|
+5%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$42.4万
|
+$8.88万
|
+3,202
|
+26%
|
|
|
25
|
Leavell Investment Management
Mobile,
Alabama
|
$42.2万
|
-$9.05万
|
-3,264
|
-17%
|
|
