|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$230M
|
+$17.8M
|
+229,094
|
+8%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$21.6M
|
–
|
–
|
–
|
|
|
3
|
American Century Companies
Kansas City,
Missouri
|
$13.6M
|
+$14.3M
|
+184,612
|
New
|
|
|
4
|
Sunpointe
St. Louis,
Missouri
|
$5.04M
|
–
|
–
|
–
|
|
|
5
|
Midwest Trust
Overland Park,
Kansas
|
$1.95M
|
+$363K
|
+4,670
|
+21%
|
|
|
6
|
SteelPeak Wealth
Woodland Hills,
California
|
$623K
|
-$1.63K
|
-21
|
-0.2%
|
|
|
7
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$515K
|
+$543K
|
+6,984
|
New
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$464K
|
+$267K
|
+3,439
|
+120%
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$464K
|
-$108K
|
-1,396
|
-18%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$390K
|
-$116K
|
-1,494
|
-22%
|
|
|
11
|
New Hampshire Trust
Concord,
New Hampshire
|
$387K
|
-$5.44K
|
-70
|
-1%
|
|
|
12
|
Summit Asset Management
Memphis,
Tennessee
|
$358K
|
–
|
–
|
–
|
|
|
13
|
Two Sigma Investments
New York
|
$343K
|
+$361K
|
+4,648
|
New
|
|
|
14
|
CRA Financial Services
Northfield,
New Jersey
|
$330K
|
–
|
–
|
–
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$323K
|
-$11.7K
|
-151
|
-3%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$320K
|
–
|
–
|
–
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$198K
|
–
|
–
|
–
|
|
|
18
|
|
$129K
|
+$140K
|
+1,800
|
New
|
|
|
19
|
|
$86.5K
|
–
|
–
|
–
|
|
|
20
|
Caldwell Trust
Venice,
Florida
|
$71.8K
|
–
|
–
|
–
|
|
|
21
|
RetireMitten Financial
Milford,
Michigan
|
$65K
|
+$68.5K
|
+882
|
New
|
|
|
22
|
Advisory Services Network
Atlanta,
Georgia
|
$8.83K
|
+$9.32K
|
+120
|
New
|
|
|
23
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$295
|
+$311
|
+4
|
New
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$816K
|
-10,411
|
Closed
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
–
|
-$203K
|
-2,565
|
Closed
|
|
