|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$16M
|
+$3.6M
|
+79,912
|
+30%
|
|
|
2
|
Plancorp LLC
Saint Louis,
Missouri
|
$6.6M
|
–
|
–
|
–
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$4.59M
|
+$4.52M
|
+100,338
|
New
|
|
|
4
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.09M
|
+$94.5K
|
+2,097
|
+5%
|
|
|
5
|
|
$1.97M
|
-$6.3M
|
-139,772
|
-76%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.84M
|
+$280K
|
+6,208
|
+18%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$1.78M
|
+$1.76M
|
+39,002
|
New
|
|
|
8
|
WorthPointe
La Jolla,
California
|
$1.12M
|
+$1.1M
|
+24,474
|
New
|
|
|
9
|
PrairieView Partners
St. Paul,
Minnesota
|
$996K
|
-$130K
|
-2,892
|
-12%
|
|
|
10
|
Flow Traders U.S.
New York
|
$927K
|
+$913K
|
+20,277
|
New
|
|
|
11
|
Mattern Wealth Management
Lawrence,
Kansas
|
$698K
|
-$3.2K
|
-71
|
-0.5%
|
|
|
12
|
Landmark Wealth Management (New York)
Melville,
New York
|
$581K
|
+$70.9K
|
+1,573
|
+14%
|
|
|
13
|
Evanson Asset Management
Carmel,
California
|
$553K
|
+$3.15K
|
+70
|
+0.6%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$532K
|
+$524K
|
+11,641
|
New
|
|
|
15
|
Mutual Advisors
Omaha,
Nebraska
|
$468K
|
–
|
–
|
–
|
|
|
16
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$443K
|
+$437K
|
+9,692
|
New
|
|
|
17
|
Tortoise Investment Management
White Plains,
New York
|
$275K
|
–
|
–
|
–
|
|
|
18
|
ML&R Wealth Management
Austin,
Texas
|
$250K
|
–
|
–
|
–
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$155K
|
+$7.75K
|
+172
|
+5%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$154K
|
+$83.5K
|
+1,853
|
+123%
|
|
|
21
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
–
|
-$281K
|
-6,386
|
Closed
|
|
