|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$25M
|
+$8.13M
|
+119,960
|
+49%
|
|
|
2
|
Beacon Pointe Advisors
Newport Beach,
California
|
$14.2M
|
-$1.95M
|
-28,773
|
-12%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$12.9M
|
+$85K
|
+1,254
|
+0.7%
|
|
|
4
|
Two West Capital Advisors
Overland Park,
Kansas
|
$10.9M
|
+$10.9M
|
+160,264
|
New
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.77M
|
+$125K
|
+1,843
|
+2%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.31M
|
+$657K
|
+9,693
|
+10%
|
|
|
7
|
Kure Advisory
Plymouth,
Minnesota
|
$5.7M
|
+$205K
|
+3,025
|
+4%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$5.49M
|
-$675K
|
-9,956
|
-11%
|
|
|
9
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$4.69M
|
+$104K
|
+1,530
|
+2%
|
|
|
10
|
|
$4.69M
|
+$1.54M
|
+22,749
|
+49%
|
|
|
11
|
Applied Capital
Little Rock,
Arkansas
|
$4.31M
|
+$298K
|
+4,400
|
+7%
|
|
|
12
|
|
$4.13M
|
+$4.12M
|
+60,765
|
New
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$3.96M
|
+$365K
|
+5,379
|
+10%
|
|
|
14
|
Professional Financial Advisors
North Platte,
Nebraska
|
$3.83M
|
+$6.44K
|
+95
|
+0.2%
|
|
|
15
|
Moneywise Inc
Forest,
Virginia
|
$3.72M
|
-$1.53M
|
-22,521
|
-29%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.39M
|
+$598K
|
+8,815
|
+21%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.13M
|
+$453K
|
+6,681
|
+17%
|
|
|
18
|
Retirement Capital Strategies
San Jose,
California
|
$3.01M
|
-$58.2K
|
-858
|
-2%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$2.43M
|
-$303K
|
-4,470
|
-11%
|
|
|
20
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.03M
|
-$63.9K
|
-942
|
-3%
|
|
|
21
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$1.54M
|
-$183K
|
-2,694
|
-11%
|
|
|
22
|
Simplicity Wealth
Summit,
New Jersey
|
$1.54M
|
-$183K
|
-2,694
|
-11%
|
|
|
23
|
Apella Capital
West Hartford,
Connecticut
|
$1.34M
|
-$162K
|
-2,396
|
-11%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$1.34M
|
+$101K
|
+1,485
|
+8%
|
|
|
25
|
VanderPol Investments
Caledonia,
Michigan
|
$1.21M
|
-$34.5K
|
-509
|
-3%
|
|
