|
1
|
AE Wealth Management
Topeka,
Kansas
|
$98.7M
|
+$9.33M
|
+321,441
|
+10%
|
|
|
2
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$92.9M
|
+$8.81M
|
+303,313
|
+10%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$50.3M
|
+$3.94M
|
+135,733
|
+8%
|
|
|
4
|
Cerity Partners OCIO
New York
|
$44M
|
+$1.33M
|
+45,794
|
+3%
|
|
|
5
|
Mather Group
Chicago,
Illinois
|
$38.4M
|
+$11.8M
|
+406,494
|
+44%
|
|
|
6
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$31.3M
|
–
|
–
|
–
|
|
|
7
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$27.8M
|
-$475K
|
-16,348
|
-2%
|
|
|
8
|
|
$26M
|
+$642K
|
+22,106
|
+3%
|
|
|
9
|
Donoghue Forlines
Boston,
Massachusetts
|
$20.6M
|
+$8.28M
|
+285,040
|
+66%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$14.9M
|
-$145K
|
-4,999
|
-1%
|
|
|
11
|
Trilogy Capital
Irvine,
California
|
$14.9M
|
+$1.38M
|
+47,383
|
+10%
|
|
|
12
|
Peak Capital Management
Greenwood Village,
Colorado
|
$14.5M
|
+$14.7M
|
+505,262
|
New
|
|
|
13
|
RWA Wealth Partners
Newton,
Massachusetts
|
$14.4M
|
+$14.6M
|
+501,667
|
New
|
|
|
14
|
Credit Suisse
Zurich,
Switzerland
|
$14.2M
|
–
|
–
|
–
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$14.2M
|
-$324K
|
-11,144
|
-2%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.9M
|
+$309K
|
+10,642
|
+2%
|
|
|
17
|
Oxford Financial Group
Carmel,
Indiana
|
$13.3M
|
+$534K
|
+18,394
|
+4%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11.2M
|
+$2.54M
|
+87,431
|
+29%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$10.9M
|
-$114K
|
-3,913
|
-1%
|
|
|
20
|
Geneos Wealth Management
Englewood,
Colorado
|
$8.33M
|
+$649K
|
+22,364
|
+8%
|
|
|
21
|
Toews Corporation
Northfield,
New Jersey
|
$8.03M
|
+$8.13M
|
+280,000
|
New
|
|
|
22
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$7.76M
|
-$82.8K
|
-2,852
|
-1%
|
|
|
23
|
BTS Asset Management
Lincoln,
Massachusetts
|
$7.36M
|
+$7.42M
|
+255,734
|
New
|
|
|
24
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$6.3M
|
+$6.37M
|
+219,512
|
New
|
|
|
25
|
Global Financial Private Capital
Sarasota,
Florida
|
$5.58M
|
+$1.93M
|
+66,520
|
+52%
|
|
