|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.56M
|
+$1.92M
|
+42,114
|
+25%
|
|
|
2
|
Plancorp LLC
Saint Louis,
Missouri
|
$6.58M
|
–
|
–
|
–
|
|
|
3
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.79M
|
+$817K
|
+17,868
|
+84%
|
|
|
4
|
PrairieView Partners
St. Paul,
Minnesota
|
$1.27M
|
+$480K
|
+10,501
|
+60%
|
|
|
5
|
Evanson Asset Management
Carmel,
California
|
$547K
|
+$1.33K
|
+29
|
+0.2%
|
|
|
6
|
|
$533K
|
-$3.54M
|
-77,507
|
-87%
|
|
|
7
|
Mattern Wealth Management
Lawrence,
Kansas
|
$472K
|
+$472K
|
+10,328
|
New
|
|
|
8
|
Tortoise Investment Management
White Plains,
New York
|
$435K
|
+$40.1K
|
+877
|
+10%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$434K
|
+$434K
|
+9,500
|
New
|
|
|
10
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$317K
|
-$12.7K
|
-278
|
-4%
|
|
|
11
|
ML&R Wealth Management
Austin,
Texas
|
$250K
|
+$250K
|
+5,468
|
New
|
|
|
12
|
WorthPointe
La Jolla,
California
|
$243K
|
–
|
–
|
–
|
|
|
13
|
Flow Traders U.S.
New York
|
$224K
|
+$224K
|
+4,897
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$157K
|
+$158K
|
+3,449
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$1K
|
-$27.9K
|
-610
|
-96%
|
|
