|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$17M
|
+$420K
|
+6,140
|
+3%
|
|
|
2
|
Beacon Pointe Advisors
Newport Beach,
California
|
$16.3M
|
-$2.03M
|
-29,737
|
-11%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$12.9M
|
-$2.76M
|
-40,407
|
-18%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.71M
|
+$151K
|
+2,210
|
+2%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.71M
|
+$3.6M
|
+52,721
|
+117%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$6.22M
|
+$1.93M
|
+28,245
|
+45%
|
|
|
7
|
Kure Advisory
Plymouth,
Minnesota
|
$5.54M
|
+$207K
|
+3,022
|
+4%
|
|
|
8
|
Moneywise Inc
Forest,
Virginia
|
$5.3M
|
-$3.39M
|
-49,632
|
-39%
|
|
|
9
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$4.63M
|
-$3.36M
|
-49,107
|
-42%
|
|
|
10
|
Applied Capital
Little Rock,
Arkansas
|
$4.05M
|
+$562K
|
+8,223
|
+16%
|
|
|
11
|
Professional Financial Advisors
North Platte,
Nebraska
|
$3.86M
|
+$1.37M
|
+20,108
|
+56%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$3.62M
|
+$764K
|
+11,180
|
+27%
|
|
|
13
|
|
$3.17M
|
+$109K
|
+1,596
|
+4%
|
|
|
14
|
Retirement Capital Strategies
San Jose,
California
|
$3.09M
|
+$3.08M
|
+45,065
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.82M
|
+$379K
|
+5,548
|
+16%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$2.76M
|
+$1.82M
|
+26,666
|
+197%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.7M
|
+$1.97M
|
+28,754
|
+271%
|
|
|
18
|
49 Wealth Management
Austin,
Texas
|
$2.63M
|
+$238K
|
+3,487
|
+10%
|
|
|
19
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.11M
|
-$2M
|
-29,202
|
-49%
|
|
|
20
|
Perigon Wealth Management
San Francisco,
California
|
$1.82M
|
+$58.7K
|
+859
|
+3%
|
|
|
21
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$1.74M
|
-$129K
|
-1,887
|
-7%
|
|
|
22
|
Simplicity Wealth
Summit,
New Jersey
|
$1.74M
|
+$1.74M
|
+25,394
|
New
|
|
|
23
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$1.62M
|
-$2.25M
|
-32,887
|
-58%
|
|
|
24
|
Apella Capital
West Hartford,
Connecticut
|
$1.5M
|
-$250K
|
-3,658
|
-14%
|
|
|
25
|
VanderPol Investments
Caledonia,
Michigan
|
$1.26M
|
+$948K
|
+13,868
|
+310%
|
|
