|
1
|
|
$181M
|
+$11M
|
+160,283
|
+7%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$23M
|
-$33.9M
|
-492,767
|
-60%
|
|
|
3
|
Aurelius Family Office
Bedford,
New Hampshire
|
$22.4M
|
+$240K
|
+3,496
|
+1%
|
|
|
4
|
|
$21.5M
|
+$19.9M
|
+289,430
|
+1,435%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.4M
|
-$531K
|
-7,731
|
-3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$18.4M
|
+$5.87M
|
+85,436
|
+47%
|
|
|
7
|
Two West Capital Advisors
Overland Park,
Kansas
|
$15.3M
|
+$2.38M
|
+34,637
|
+18%
|
|
|
8
|
Beacon Pointe Advisors
Newport Beach,
California
|
$13M
|
-$247K
|
-3,588
|
-2%
|
|
|
9
|
Applied Capital
Little Rock,
Arkansas
|
$11.8M
|
+$584K
|
+8,504
|
+5%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$6.24M
|
+$529K
|
+7,696
|
+9%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.34M
|
-$124K
|
-1,808
|
-2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$5.05M
|
+$834K
|
+12,131
|
+20%
|
|
|
13
|
Professional Financial Advisors
North Platte,
Nebraska
|
$4.89M
|
+$198K
|
+2,884
|
+4%
|
|
|
14
|
Five Pine Wealth Management
Coeur D Alene,
Idaho
|
$3.91M
|
+$323K
|
+4,706
|
+9%
|
|
|
15
|
Wellington Management Group
Boston,
Massachusetts
|
$3.4M
|
+$3.37M
|
+49,064
|
New
|
|
|
16
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$3.28M
|
+$244K
|
+3,554
|
+8%
|
|
|
17
|
|
$3.09M
|
+$842K
|
+12,258
|
+38%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$3.02M
|
+$91.3K
|
+1,328
|
+3%
|
|
|
19
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.68M
|
+$1.66M
|
+24,193
|
New
|
|
|
20
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$1.61M
|
-$573K
|
-8,342
|
-26%
|
|
|
21
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$1.6M
|
+$2.68K
|
+39
|
+0.2%
|
|
|
22
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.49M
|
-$6.67K
|
-97
|
-0.5%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$1.43M
|
+$687K
|
+9,994
|
+94%
|
|
|
24
|
Destiny Wealth Partners
Tavares,
Florida
|
$1.29M
|
+$81.1K
|
+1,180
|
+7%
|
|
|
25
|
Apella Capital
West Hartford,
Connecticut
|
$1.27M
|
-$9.14K
|
-133
|
-0.7%
|
|
