|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$44.8M
|
+$1.73M
|
+54,805
|
+4%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$41.1M
|
+$2.02M
|
+64,116
|
+5%
|
|
|
3
|
|
$13.9M
|
+$8.8M
|
+278,976
|
+167%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$10.7M
|
-$357K
|
-11,313
|
-3%
|
|
|
5
|
Checchi Capital Advisers
Beverly Hills,
California
|
$8.89M
|
+$2.8M
|
+88,876
|
+45%
|
|
|
6
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$7.72M
|
-$158
|
-5
|
-0%
|
|
|
7
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.54M
|
+$230K
|
+7,303
|
+5%
|
|
|
8
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$4.17M
|
-$307K
|
-9,726
|
-7%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.03M
|
-$85.9K
|
-2,725
|
-2%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.83M
|
+$1.07M
|
+33,860
|
+38%
|
|
|
11
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$3.52M
|
+$301K
|
+9,559
|
+9%
|
|
|
12
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$2.99M
|
-$145K
|
-4,601
|
-5%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$1.85M
|
+$140K
|
+4,440
|
+8%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1.28M
|
+$31.3K
|
+994
|
+2%
|
|
|
15
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$1.12M
|
+$15.3K
|
+484
|
+1%
|
|
|
16
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$714K
|
+$8.67K
|
+275
|
+1%
|
|
|
17
|
Windham Capital Management
Boston,
Massachusetts
|
$710K
|
-$11.1M
|
-352,472
|
-94%
|
|
|
18
|
Martin Capital Partners
Eugene,
Oregon
|
$702K
|
+$28.8K
|
+912
|
+4%
|
|
|
19
|
|
$623K
|
+$10.8K
|
+341
|
+2%
|
|
|
20
|
People's United Financial
Bridgeport,
Connecticut
|
$568K
|
-$173K
|
-5,498
|
-23%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$521K
|
+$58.7K
|
+1,860
|
+13%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$503K
|
+$202K
|
+6,414
|
+66%
|
|
|
23
|
Leavell Investment Management
Mobile,
Alabama
|
$459K
|
+$2.59K
|
+82
|
+0.6%
|
|
|
24
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$378K
|
+$13.5K
|
+427
|
+4%
|
|
|
25
|
Summit Global Investments
Bountiful,
Utah
|
$377K
|
–
|
–
|
–
|
|
