|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$44.1M
|
+$226K
|
+7,563
|
+0.5%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$40.5M
|
+$562K
|
+18,823
|
+1%
|
|
|
3
|
|
$15M
|
+$9.68M
|
+323,893
|
+168%
|
|
|
4
|
|
$11.6M
|
+$11M
|
+367,449
|
+1,234%
|
|
|
5
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$7.69M
|
–
|
–
|
–
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$5.99M
|
-$3.05M
|
-101,933
|
-33%
|
|
|
7
|
Checchi Capital Advisers
Beverly Hills,
California
|
$5.32M
|
+$1.62M
|
+54,257
|
+42%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.66M
|
-$230K
|
-7,704
|
-6%
|
|
|
9
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$3.5M
|
-$490K
|
-16,404
|
-12%
|
|
|
10
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$2.98M
|
+$151K
|
+5,056
|
+5%
|
|
|
11
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.79M
|
+$60.7K
|
+2,032
|
+2%
|
|
|
12
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$2.73M
|
-$929K
|
-31,096
|
-25%
|
|
|
13
|
Upper Left Wealth Management
Tampa,
Florida
|
$2.64M
|
+$2.75M
|
+92,002
|
+916%
|
|
|
14
|
Elmwood Wealth Management
Berkeley,
California
|
$2.6M
|
+$1.31M
|
+43,984
|
+97%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$1.92M
|
+$96.1K
|
+3,215
|
+5%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.81M
|
-$763K
|
-25,548
|
-29%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$1.73M
|
+$1.77M
|
+59,191
|
+73,075%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$908K
|
-$160K
|
-5,368
|
-15%
|
|
|
19
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$863K
|
+$41.3K
|
+1,384
|
+5%
|
|
|
20
|
Windham Capital Management
Boston,
Massachusetts
|
$671K
|
+$3.62K
|
+121
|
+0.5%
|
|
|
21
|
Martin Capital Partners
Eugene,
Oregon
|
$655K
|
-$6.6K
|
-221
|
-1%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$638K
|
+$134K
|
+4,492
|
+21%
|
|
|
23
|
Leavell Investment Management
Mobile,
Alabama
|
$551K
|
+$124K
|
+4,166
|
+28%
|
|
|
24
|
Flow Traders U.S.
New York
|
$543K
|
-$152K
|
-5,096
|
-21%
|
|
|
25
|
Denver PWM
Denver,
Colorado
|
$448K
|
+$78.3K
|
+2,622
|
+20%
|
|
