|
1
|
Freedom Investment Management
Hartford,
Connecticut
|
$16.4M
|
+$15.6M
|
+290,579
|
New
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$4.55M
|
+$446K
|
+8,292
|
+11%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.99M
|
+$1.51M
|
+28,065
|
+113%
|
|
|
4
|
Ariadne Wealth Management
Santa Barbara,
California
|
$2.32M
|
+$291K
|
+5,423
|
+14%
|
|
|
5
|
MML Investors Services
Springfield,
Massachusetts
|
$1.74M
|
+$312K
|
+5,808
|
+23%
|
|
|
6
|
|
$1.33M
|
+$205K
|
+3,810
|
+19%
|
|
|
7
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$1.17M
|
+$1.12M
|
+20,754
|
New
|
|
|
8
|
LAM Group
Lake Oswego,
Oregon
|
$920K
|
+$549K
|
+10,210
|
+167%
|
|
|
9
|
Dixon Fnancial Services
Lafayette,
California
|
$820K
|
–
|
–
|
–
|
|
|
10
|
Plancorp LLC
Saint Louis,
Missouri
|
$725K
|
+$214K
|
+3,980
|
+45%
|
|
|
11
|
Hardin Capital Partners
Greenville,
South Carolina
|
$623K
|
+$126K
|
+2,338
|
+35%
|
|
|
12
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$581K
|
+$554K
|
+10,315
|
New
|
|
|
13
|
Cardiff Park Advisors
Carlsbad,
California
|
$428K
|
–
|
–
|
–
|
|
|
14
|
Evanson Asset Management
Carmel,
California
|
$324K
|
–
|
–
|
–
|
|
|
15
|
Farther Finance Advisors
San Francisco,
California
|
$293K
|
+$39.3K
|
+732
|
+16%
|
|
|
16
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$285K
|
+$272K
|
+5,057
|
New
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$223K
|
-$492K
|
-9,150
|
-70%
|
|
|
18
|
Atwood & Palmer
Kansas City,
Missouri
|
$96.2K
|
–
|
–
|
–
|
|
|
19
|
Global Retirement Partners
San Rafael,
California
|
$35.7K
|
+$34.1K
|
+634
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$29.4K
|
+$28K
|
+522
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$12.5K
|
+$11.9K
|
+222
|
New
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-$780K
|
-15,062
|
Closed
|
|
