|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.3M
|
+$1.56M
|
+48,388
|
+4%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$38.4M
|
+$3.19M
|
+98,825
|
+9%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$12M
|
-$598K
|
-18,488
|
-5%
|
|
|
4
|
Windham Capital Management
Boston,
Massachusetts
|
$11M
|
-$1.11M
|
-34,213
|
-9%
|
|
|
5
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$7.82M
|
+$485
|
+15
|
+0%
|
|
|
6
|
|
$4.4M
|
+$1.59M
|
+49,280
|
+55%
|
|
|
7
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$4.34M
|
+$103K
|
+3,194
|
+2%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.91M
|
+$164K
|
+5,079
|
+4%
|
|
|
9
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.72M
|
-$78.5K
|
-2,430
|
-2%
|
|
|
10
|
Checchi Capital Advisers
Beverly Hills,
California
|
$3.36M
|
+$3.08M
|
+95,215
|
+836%
|
|
|
11
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$3.17M
|
+$544K
|
+16,831
|
+20%
|
|
|
12
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$2.73M
|
-$43.5K
|
-1,345
|
-2%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.71M
|
-$3.68M
|
-113,880
|
-57%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$2.03M
|
+$2.08M
|
+64,339
|
+79,431%
|
|
|
15
|
Elmwood Wealth Management
Berkeley,
California
|
$1.8M
|
+$1.85M
|
+57,277
|
New
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$1.62M
|
+$90.2K
|
+2,792
|
+6%
|
|
|
17
|
People's United Financial
Bridgeport,
Connecticut
|
$1.54M
|
-$2.94M
|
-90,991
|
-65%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$1.33M
|
+$1.36M
|
+42,216
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$1.18M
|
+$514K
|
+15,889
|
+74%
|
|
|
20
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$1.04M
|
+$31.7K
|
+980
|
+3%
|
|
|
21
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$976K
|
-$577K
|
-17,851
|
-37%
|
|
|
22
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$704K
|
+$74.6K
|
+2,309
|
+12%
|
|
|
23
|
|
$687K
|
-$278K
|
-8,588
|
-28%
|
|
|
24
|
Martin Capital Partners
Eugene,
Oregon
|
$601K
|
+$57.1K
|
+1,767
|
+10%
|
|
|
25
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$584K
|
-$150K
|
-4,645
|
-20%
|
|
