|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.3M
|
-$2.28M
|
-84,424
|
-7%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$29.4M
|
-$1.49M
|
-55,259
|
-5%
|
|
|
3
|
Checchi Capital Advisers
Beverly Hills,
California
|
$20.8M
|
+$2.97M
|
+109,899
|
+16%
|
|
|
4
|
Financial Management Professionals
Austin,
Texas
|
$12M
|
+$1.56M
|
+57,500
|
+15%
|
|
|
5
|
|
$8.93M
|
+$4.75M
|
+175,636
|
+111%
|
|
|
6
|
|
$8.54M
|
+$411K
|
+15,177
|
+5%
|
|
|
7
|
Retirement Capital Strategies
San Jose,
California
|
$5.96M
|
+$6.04M
|
+223,121
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.52M
|
+$2.03M
|
+74,880
|
+132%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$3.37M
|
-$47.1K
|
-1,742
|
-1%
|
|
|
10
|
Elmwood Wealth Management
Berkeley,
California
|
$3.22M
|
-$4.92K
|
-182
|
-0.2%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.97M
|
+$30K
|
+1,108
|
+1%
|
|
|
12
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$2.96M
|
+$211K
|
+7,809
|
+8%
|
|
|
13
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$2.05M
|
-$767K
|
-28,353
|
-27%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$2M
|
+$99.5K
|
+3,678
|
+5%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.64M
|
-$155K
|
-5,714
|
-8%
|
|
|
16
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.25M
|
-$33.7K
|
-1,244
|
-3%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$1.11M
|
-$337K
|
-12,469
|
-23%
|
|
|
18
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$757K
|
+$23.1K
|
+854
|
+3%
|
|
|
19
|
Denver PWM
Denver,
Colorado
|
$737K
|
+$59.3K
|
+2,192
|
+9%
|
|
|
20
|
Lunt Capital Management
Holladay,
Utah
|
$654K
|
+$663K
|
+24,493
|
New
|
|
|
21
|
Windham Capital Management
Boston,
Massachusetts
|
$536K
|
+$298
|
+11
|
+0.1%
|
|
|
22
|
Martin Capital Partners
Eugene,
Oregon
|
$475K
|
-$52.9K
|
-1,956
|
-10%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$404K
|
+$409K
|
+15,135
|
New
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$340K
|
+$70K
|
+2,587
|
+26%
|
|
|
25
|
Leavell Investment Management
Mobile,
Alabama
|
$299K
|
–
|
–
|
–
|
|
