|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$45.9M
|
+$2.06M
|
+67,093
|
+5%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$41.7M
|
+$1.54M
|
+50,205
|
+4%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$9.35M
|
-$1.09M
|
-35,327
|
-10%
|
|
|
4
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$8.03M
|
+$488K
|
+15,867
|
+6%
|
|
|
5
|
|
$5.86M
|
-$7.78M
|
-253,091
|
-57%
|
|
|
6
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$4.16M
|
+$84.8K
|
+2,761
|
+2%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.06M
|
+$120K
|
+3,900
|
+3%
|
|
|
8
|
Checchi Capital Advisers
Beverly Hills,
California
|
$3.91M
|
-$4.83M
|
-157,214
|
-55%
|
|
|
9
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$3.79M
|
+$356K
|
+11,574
|
+10%
|
|
|
10
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$2.96M
|
+$43.2K
|
+1,406
|
+1%
|
|
|
11
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.85M
|
-$1.59M
|
-51,650
|
-35%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.67M
|
-$1.08M
|
-35,223
|
-29%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$1.91M
|
+$101K
|
+3,279
|
+6%
|
|
|
14
|
Elmwood Wealth Management
Berkeley,
California
|
$1.38M
|
+$1.39M
|
+45,285
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$1.11M
|
-$141K
|
-4,584
|
-11%
|
|
|
16
|
|
$905K
|
+$915K
|
+29,786
|
New
|
|
|
17
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$859K
|
+$163K
|
+5,292
|
+23%
|
|
|
18
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$780K
|
-$315K
|
-10,257
|
-29%
|
|
|
19
|
Capital One Financial
Mclean,
Virginia
|
$735K
|
+$744K
|
+24,202
|
New
|
|
|
20
|
Flow Traders U.S.
New York
|
$722K
|
+$393K
|
+12,792
|
+117%
|
|
|
21
|
Windham Capital Management
Boston,
Massachusetts
|
$697K
|
+$3.04K
|
+99
|
+0.4%
|
|
|
22
|
Martin Capital Partners
Eugene,
Oregon
|
$691K
|
+$4.3K
|
+140
|
+0.6%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$653K
|
+$147K
|
+4,771
|
+29%
|
|
|
24
|
|
$529K
|
-$81.2K
|
-2,643
|
-13%
|
|
|
25
|
Leavell Investment Management
Mobile,
Alabama
|
$449K
|
–
|
–
|
–
|
|
