|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.7M
|
+$3.35M
|
+72,408
|
+21%
|
|
|
2
|
|
$16.2M
|
+$14.1M
|
+304,736
|
+708%
|
|
|
3
|
Plancorp LLC
Saint Louis,
Missouri
|
$6.72M
|
–
|
–
|
–
|
|
|
4
|
Forum Financial Management
Lombard,
Illinois
|
$4.81M
|
+$132K
|
+2,852
|
+3%
|
|
|
5
|
Mattern Wealth Management
Lawrence,
Kansas
|
$4.74M
|
+$4.01M
|
+86,475
|
+567%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.41M
|
+$1.53M
|
+33,106
|
+82%
|
|
|
7
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.16M
|
+$34.2K
|
+739
|
+2%
|
|
|
8
|
Strategic Financial Concepts
San Antonio,
Texas
|
$1.94M
|
+$1.93M
|
+41,650
|
New
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$1.9M
|
+$83.2K
|
+1,796
|
+5%
|
|
|
10
|
PrairieView Partners
St. Paul,
Minnesota
|
$1.64M
|
+$624K
|
+13,476
|
+62%
|
|
|
11
|
Silicon Hills Wealth Management
Austin,
Texas
|
$1.49M
|
+$1.48M
|
+31,950
|
New
|
|
|
12
|
WorthPointe
La Jolla,
California
|
$1.48M
|
+$340K
|
+7,336
|
+30%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.22M
|
+$1.22M
|
+26,250
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$782K
|
+$239K
|
+5,152
|
+44%
|
|
|
15
|
Landmark Wealth Management (New York)
Melville,
New York
|
$649K
|
+$56.1K
|
+1,211
|
+10%
|
|
|
16
|
Evanson Asset Management
Carmel,
California
|
$565K
|
+$2.13K
|
+46
|
+0.4%
|
|
|
17
|
Mutual Advisors
Omaha,
Nebraska
|
$477K
|
–
|
–
|
–
|
|
|
18
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$420K
|
-$31.7K
|
-684
|
-7%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$403K
|
+$244K
|
+5,269
|
+156%
|
|
|
20
|
ML&R Wealth Management
Austin,
Texas
|
$255K
|
–
|
–
|
–
|
|
|
21
|
Tortoise Investment Management
White Plains,
New York
|
$214K
|
-$66K
|
-1,425
|
-24%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$6.2K
|
-$149K
|
-3,225
|
-96%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
+$695
|
+15
|
New
|
|
|
24
|
Flow Traders U.S.
New York
|
–
|
-$927K
|
-20,277
|
Closed
|
|
