|
1
|
People's United Financial
Bridgeport,
Connecticut
|
$82.5M
|
-$10.9M
|
-355,415
|
-12%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$18M
|
+$2.49M
|
+81,624
|
+16%
|
|
|
3
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$15.6M
|
+$468K
|
+15,315
|
+3%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$13.2M
|
+$2.35M
|
+77,030
|
+22%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$6.54M
|
-$185K
|
-6,057
|
-3%
|
|
|
6
|
|
$5.7M
|
+$5.64M
|
+184,677
|
New
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.83M
|
+$55.8K
|
+1,829
|
+1%
|
|
|
8
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$3.66M
|
+$2.87M
|
+93,963
|
+381%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$3.14M
|
+$1.89M
|
+62,016
|
+156%
|
|
|
10
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.03M
|
+$2.13M
|
+69,745
|
+240%
|
|
|
11
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$2.24M
|
+$2.22M
|
+72,678
|
New
|
|
|
12
|
Windham Capital Management
Boston,
Massachusetts
|
$1.96M
|
-$25.4M
|
-832,404
|
-93%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.42M
|
+$298K
|
+9,775
|
+27%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$1.28M
|
+$109K
|
+3,586
|
+9%
|
|
|
15
|
Flow Traders U.S.
New York
|
$974K
|
+$964K
|
+31,563
|
New
|
|
|
16
|
361 Capital
Denver,
Colorado
|
$930K
|
+$11.7K
|
+382
|
+1%
|
|
|
17
|
Elmwood Wealth Management
Berkeley,
California
|
$927K
|
-$53.9K
|
-1,765
|
-6%
|
|
|
18
|
Columbus Macro
New Castle,
Pennsylvania
|
$759K
|
+$751K
|
+24,596
|
New
|
|
|
19
|
ESL Trust Services
Rochester,
New York
|
$708K
|
+$700K
|
+22,935
|
New
|
|
|
20
|
|
$463K
|
-$22.9K
|
-751
|
-5%
|
|
|
21
|
Martin Capital Partners
Eugene,
Oregon
|
$429K
|
+$763
|
+25
|
+0.2%
|
|
|
22
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$380K
|
+$305
|
+10
|
+0.1%
|
|
|
23
|
Intellectus Partners
San Francisco,
California
|
$298K
|
–
|
–
|
–
|
|
|
24
|
Leavell Investment Management
Mobile,
Alabama
|
$270K
|
-$5.34K
|
-175
|
-2%
|
|
|
25
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$232K
|
+$229K
|
+7,515
|
New
|
|
