|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.5M
|
+$3.4M
|
+105,987
|
+9%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$36.8M
|
+$1.7M
|
+53,014
|
+5%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$13.1M
|
+$12.8M
|
+398,334
|
New
|
|
|
4
|
Windham Capital Management
Boston,
Massachusetts
|
$12.6M
|
-$372K
|
-11,608
|
-3%
|
|
|
5
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$8.15M
|
-$481
|
-15
|
-0%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.57M
|
+$1.39M
|
+43,275
|
+28%
|
|
|
7
|
People's United Financial
Bridgeport,
Connecticut
|
$4.59M
|
-$12.4M
|
-387,786
|
-73%
|
|
|
8
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$4.42M
|
-$38.7K
|
-1,208
|
-0.9%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.91M
|
-$37.6K
|
-1,173
|
-1%
|
|
|
10
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.76M
|
+$483K
|
+15,076
|
+15%
|
|
|
11
|
|
$2.96M
|
-$13.4M
|
-416,973
|
-82%
|
|
|
12
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$2.89M
|
-$130K
|
-4,064
|
-4%
|
|
|
13
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$2.75M
|
+$64.2K
|
+2,002
|
+2%
|
|
|
14
|
Trek Financial
Scottsdale,
Arizona
|
$1.92M
|
+$1.87M
|
+58,437
|
New
|
|
|
15
|
Atria Investments
Charlotte,
North Carolina
|
$1.84M
|
+$1.8M
|
+56,103
|
New
|
|
|
16
|
Flow Traders U.S.
New York
|
$1.82M
|
+$347K
|
+10,837
|
+24%
|
|
|
17
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$1.6M
|
-$5.88M
|
-183,426
|
-79%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$1.59M
|
+$21.6K
|
+674
|
+1%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$1.48M
|
-$45.1K
|
-1,406
|
-3%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$1.4M
|
+$531K
|
+16,564
|
+64%
|
|
|
21
|
Columbus Macro
New Castle,
Pennsylvania
|
$1.18M
|
-$18.2K
|
-568
|
-2%
|
|
|
22
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$1.05M
|
+$34.2K
|
+1,066
|
+3%
|
|
|
23
|
|
$998K
|
+$80.5K
|
+2,512
|
+9%
|
|
|
24
|
Centaurus Financial
Anaheim,
California
|
$964K
|
+$942K
|
+29,373
|
New
|
|
|
25
|
LPL Financial
San Diego,
California
|
$942K
|
+$920K
|
+28,708
|
New
|
|
