|
1
|
People's United Financial
Bridgeport,
Connecticut
|
$91.8M
|
+$3.15M
|
+102,974
|
+4%
|
|
|
2
|
Windham Capital Management
Boston,
Massachusetts
|
$27.1M
|
-$409K
|
-13,369
|
-1%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.2M
|
+$2.5M
|
+81,491
|
+19%
|
|
|
4
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$14.9M
|
+$287K
|
+9,366
|
+2%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$10.6M
|
+$1.58M
|
+51,654
|
+17%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$6.6M
|
+$6.67M
|
+217,890
|
New
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.7M
|
-$14.9K
|
-488
|
-0.4%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$1.21M
|
+$1.22M
|
+39,847
|
New
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$1.15M
|
+$4.26K
|
+139
|
+0.4%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.1M
|
-$320K
|
-10,444
|
-22%
|
|
|
11
|
Elmwood Wealth Management
Berkeley,
California
|
$963K
|
+$119K
|
+3,880
|
+14%
|
|
|
12
|
361 Capital
Denver,
Colorado
|
$901K
|
+$16.4K
|
+537
|
+2%
|
|
|
13
|
Geneos Wealth Management
Englewood,
Colorado
|
$880K
|
+$855K
|
+27,913
|
+2,538%
|
|
|
14
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$748K
|
-$2.07M
|
-67,460
|
-73%
|
|
|
15
|
|
$477K
|
+$14.9K
|
+485
|
+3%
|
|
|
16
|
Martin Capital Partners
Eugene,
Oregon
|
$421K
|
-$14.2K
|
-462
|
-3%
|
|
|
17
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$373K
|
+$276
|
+9
|
+0.1%
|
|
|
18
|
Intellectus Partners
San Francisco,
California
|
$293K
|
–
|
–
|
–
|
|
|
19
|
Leavell Investment Management
Mobile,
Alabama
|
$270K
|
+$19.8K
|
+645
|
+8%
|
|
|
20
|
SEI Investments
Oaks,
Pennsylvania
|
$222K
|
+$222K
|
+7,255
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$146K
|
+$8.45K
|
+276
|
+6%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$140K
|
+$17.1K
|
+558
|
+14%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$136K
|
+$63.5K
|
+2,072
|
+86%
|
|
|
24
|
American Portfolios Advisors
Holbrook,
New York
|
$103K
|
-$15K
|
-490
|
-13%
|
|
|
25
|
Advisors Asset Management
Monument,
Colorado
|
$83.3K
|
-$43.8K
|
-1,431
|
-34%
|
|
