|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$44M
|
+$1.43M
|
+44,422
|
+3%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$39.9M
|
+$1.2M
|
+37,185
|
+3%
|
|
|
3
|
Windham Capital Management
Boston,
Massachusetts
|
$11.9M
|
+$852K
|
+26,513
|
+8%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$11.2M
|
-$825K
|
-25,670
|
-7%
|
|
|
5
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$7.88M
|
+$161
|
+5
|
+0%
|
|
|
6
|
Checchi Capital Advisers
Beverly Hills,
California
|
$6.25M
|
+$2.91M
|
+90,382
|
+85%
|
|
|
7
|
|
$5.3M
|
+$875K
|
+27,213
|
+19%
|
|
|
8
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$4.57M
|
+$192K
|
+5,975
|
+4%
|
|
|
9
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.38M
|
+$728K
|
+22,660
|
+20%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.2M
|
+$259K
|
+8,063
|
+6%
|
|
|
11
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$3.29M
|
+$93.1K
|
+2,897
|
+3%
|
|
|
12
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$3.2M
|
+$450K
|
+14,007
|
+16%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.83M
|
+$99K
|
+3,079
|
+4%
|
|
|
14
|
Elmwood Wealth Management
Berkeley,
California
|
$1.89M
|
+$73K
|
+2,270
|
+4%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$1.75M
|
+$118K
|
+3,670
|
+7%
|
|
|
16
|
Centaurus Financial
Anaheim,
California
|
$1.63M
|
+$1.64M
|
+51,172
|
New
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$1.49M
|
+$152K
|
+4,738
|
+11%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$1.27M
|
+$92.1K
|
+2,866
|
+8%
|
|
|
19
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$1.13M
|
+$77.5K
|
+2,412
|
+7%
|
|
|
20
|
People's United Financial
Bridgeport,
Connecticut
|
$754K
|
-$807K
|
-25,117
|
-51%
|
|
|
21
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$721K
|
+$10.6K
|
+330
|
+1%
|
|
|
22
|
Martin Capital Partners
Eugene,
Oregon
|
$688K
|
+$83.5K
|
+2,599
|
+14%
|
|
|
23
|
|
$625K
|
-$68.1K
|
-2,117
|
-10%
|
|
|
24
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$527K
|
-$463K
|
-14,410
|
-46%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$472K
|
+$391K
|
+12,173
|
+452%
|
|
