|
1
|
Freedom Investment Management
Hartford,
Connecticut
|
$14M
|
-$1.1M
|
-20,612
|
-7%
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$4.52M
|
+$351K
|
+6,542
|
+8%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$3.98M
|
+$4.11M
|
+76,766
|
New
|
|
|
4
|
Ariadne Wealth Management
Santa Barbara,
California
|
$2.75M
|
+$434K
|
+8,091
|
+19%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.71M
|
-$35.3K
|
-659
|
-1%
|
|
|
6
|
MML Investors Services
Springfield,
Massachusetts
|
$1.64M
|
+$43.6K
|
+813
|
+3%
|
|
|
7
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$1.59M
|
+$533K
|
+9,946
|
+48%
|
|
|
8
|
|
$1.3M
|
+$75K
|
+1,400
|
+6%
|
|
|
9
|
Dixon Fnancial Services
Lafayette,
California
|
$754K
|
–
|
–
|
–
|
|
|
10
|
Plancorp LLC
Saint Louis,
Missouri
|
$667K
|
–
|
–
|
–
|
|
|
11
|
Hardin Capital Partners
Greenville,
South Carolina
|
$651K
|
+$54.1K
|
+1,009
|
+11%
|
|
|
12
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$556K
|
+$22.3K
|
+416
|
+4%
|
|
|
13
|
Haven Private
Orlando,
Florida
|
$399K
|
+$412K
|
+7,689
|
New
|
|
|
14
|
Farther Finance Advisors
San Francisco,
California
|
$368K
|
+$102K
|
+1,903
|
+37%
|
|
|
15
|
Cardiff Park Advisors
Carlsbad,
California
|
$365K
|
-$29.2K
|
-545
|
-7%
|
|
|
16
|
Colorado Capital Management
Boulder,
Colorado
|
$345K
|
+$357K
|
+6,658
|
New
|
|
|
17
|
Lionshead Wealth Management
New York
|
$343K
|
+$354K
|
+6,610
|
New
|
|
|
18
|
Evanson Asset Management
Carmel,
California
|
$334K
|
+$36.8K
|
+686
|
+12%
|
|
|
19
|
LAM Group
Lake Oswego,
Oregon
|
$301K
|
-$564K
|
-10,520
|
-64%
|
|
|
20
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$290K
|
+$28.3K
|
+529
|
+10%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$205K
|
-$161
|
-3
|
-0.1%
|
|
|
22
|
Endeavor Private Wealth
Topeka,
Kansas
|
$190K
|
+$197K
|
+3,668
|
New
|
|
|
23
|
Atwood & Palmer
Kansas City,
Missouri
|
$88.4K
|
–
|
–
|
–
|
|
|
24
|
Global Retirement Partners
San Rafael,
California
|
$29K
|
-$3.96K
|
-74
|
-12%
|
|
|
25
|
Allworth Financial
Folsom,
California
|
$17.6K
|
+$17.9K
|
+334
|
New
|
|
