|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$22M
|
+$2.52M
|
+54,514
|
+13%
|
|
|
2
|
Mattern Wealth Management
Lawrence,
Kansas
|
$8.44M
|
+$3.75M
|
+81,247
|
+80%
|
|
|
3
|
Plancorp LLC
Saint Louis,
Missouri
|
$6.65M
|
–
|
–
|
–
|
|
|
4
|
Forum Financial Management
Lombard,
Illinois
|
$4.78M
|
+$21.1K
|
+457
|
+0.4%
|
|
|
5
|
|
$4.42M
|
-$11.6M
|
-252,015
|
-72%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.33M
|
-$53.8K
|
-1,165
|
-2%
|
|
|
7
|
Strategic Financial Concepts
San Antonio,
Texas
|
$2.01M
|
+$88.9K
|
+1,924
|
+5%
|
|
|
8
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.95M
|
-$187K
|
-4,054
|
-9%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$1.88M
|
-$2.13K
|
-46
|
-0.1%
|
|
|
10
|
PrairieView Partners
St. Paul,
Minnesota
|
$1.81M
|
+$188K
|
+4,063
|
+12%
|
|
|
11
|
Silicon Hills Wealth Management
Austin,
Texas
|
$1.47M
|
–
|
–
|
–
|
|
|
12
|
Waverly Advisors
Birmingham,
Alabama
|
$1.47M
|
+$1.48M
|
+31,950
|
New
|
|
|
13
|
Flow Traders U.S.
New York
|
$1.08M
|
+$1.08M
|
+23,314
|
New
|
|
|
14
|
WorthPointe
La Jolla,
California
|
$857K
|
-$611K
|
-13,228
|
-42%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$777K
|
+$1.76K
|
+38
|
+0.2%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$599K
|
+$600K
|
+12,982
|
New
|
|
|
17
|
Evanson Asset Management
Carmel,
California
|
$563K
|
+$3.6K
|
+78
|
+0.6%
|
|
|
18
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$479K
|
+$63.4K
|
+1,371
|
+15%
|
|
|
19
|
Mutual Advisors
Omaha,
Nebraska
|
$473K
|
–
|
–
|
–
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$412K
|
+$12.5K
|
+270
|
+3%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$286K
|
-$927K
|
-20,063
|
-76%
|
|
|
22
|
ML&R Wealth Management
Austin,
Texas
|
$252K
|
–
|
–
|
–
|
|
|
23
|
Tortoise Investment Management
White Plains,
New York
|
$192K
|
-$20K
|
-432
|
-9%
|
|
|
24
|
Landmark Wealth Management (New York)
Melville,
New York
|
–
|
-$649K
|
-13,925
|
Closed
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
–
|
-$6.2K
|
-133
|
Closed
|
|
