|
1
|
Mather Group
Chicago,
Illinois
|
$42.3M
|
+$1.36M
|
+48,788
|
+3%
|
|
|
2
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$32.8M
|
-$1.66M
|
-59,495
|
-5%
|
|
|
3
|
Cerity Partners OCIO
New York
|
$26.4M
|
-$17M
|
-609,381
|
-38%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.3M
|
-$28.8M
|
-1,033,581
|
-61%
|
|
|
5
|
|
$17.1M
|
-$4.28M
|
-153,722
|
-19%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$15.1M
|
+$1.11M
|
+39,836
|
+8%
|
|
|
7
|
Oxford Financial Group
Carmel,
Indiana
|
$14.9M
|
+$1.81M
|
+64,992
|
+13%
|
|
|
8
|
Peak Capital Management
Greenwood Village,
Colorado
|
$14.5M
|
-$5.74M
|
-206,157
|
-27%
|
|
|
9
|
Trilogy Capital
Irvine,
California
|
$13.6M
|
-$636K
|
-22,860
|
-4%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$11.3M
|
+$9.18M
|
+329,757
|
+350%
|
|
|
11
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$10.4M
|
+$10.9M
|
+391,671
|
New
|
|
|
12
|
RWA Wealth Partners
Newton,
Massachusetts
|
$10.3M
|
-$661K
|
-23,741
|
-6%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.15M
|
-$4.86M
|
-174,656
|
-36%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$7.18M
|
-$3.25M
|
-116,641
|
-30%
|
|
|
15
|
Cardan Capital Partners
Denver,
Colorado
|
$6.89M
|
+$2.45M
|
+88,175
|
+52%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.48M
|
-$5.89M
|
-211,447
|
-47%
|
|
|
17
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$6.25M
|
-$30.3M
|
-1,088,196
|
-82%
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$6.24M
|
-$34M
|
-1,222,328
|
-84%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$6.24M
|
-$8.09M
|
-290,548
|
-55%
|
|
|
20
|
|
$4.91M
|
-$1.06M
|
-38,089
|
-17%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$4.41M
|
+$2.02M
|
+72,697
|
+79%
|
|
|
22
|
Fluent Financial
Dallas,
Texas
|
$4.08M
|
+$1.58M
|
+56,645
|
+59%
|
|
|
23
|
Global Financial Private Capital
Sarasota,
Florida
|
$3.93M
|
-$1.09M
|
-39,129
|
-21%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.81M
|
-$348K
|
-12,514
|
-8%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$3.67M
|
+$207K
|
+7,434
|
+6%
|
|
