|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$29.4M
|
-$1.76M
|
-66,052
|
-5%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$26.6M
|
-$1.79M
|
-67,452
|
-6%
|
|
|
3
|
Checchi Capital Advisers
Beverly Hills,
California
|
$17M
|
-$3.2M
|
-120,111
|
-15%
|
|
|
4
|
Financial Management Professionals
Austin,
Texas
|
$14.5M
|
+$3.04M
|
+114,128
|
+25%
|
|
|
5
|
|
$8.96M
|
+$749K
|
+28,147
|
+9%
|
|
|
6
|
|
$6.74M
|
-$1.93M
|
-72,712
|
-22%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.43M
|
+$38.4K
|
+1,444
|
+1%
|
|
|
8
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$3.34M
|
+$500K
|
+18,788
|
+17%
|
|
|
9
|
Elmwood Wealth Management
Berkeley,
California
|
$2.96M
|
-$146K
|
-5,493
|
-5%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$2.95M
|
-$316K
|
-11,884
|
-9%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.86M
|
+$1.31M
|
+49,416
|
+80%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.78M
|
-$82.7K
|
-3,107
|
-3%
|
|
|
13
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.97M
|
-$9.34K
|
-351
|
-0.5%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$1.95M
|
+$23.1K
|
+869
|
+1%
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.06M
|
-$146K
|
-5,476
|
-12%
|
|
|
16
|
Denver PWM
Denver,
Colorado
|
$810K
|
+$104K
|
+3,902
|
+14%
|
|
|
17
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$683K
|
-$48.9K
|
-1,838
|
-6%
|
|
|
18
|
Lunt Capital Management
Holladay,
Utah
|
$621K
|
-$10.4K
|
-391
|
-2%
|
|
|
19
|
Martin Capital Partners
Eugene,
Oregon
|
$455K
|
-$3.38K
|
-127
|
-0.7%
|
|
|
20
|
Windham Capital Management
Boston,
Massachusetts
|
$441K
|
-$78.3K
|
-2,942
|
-15%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$330K
|
+$2.47K
|
+93
|
+0.7%
|
|
|
22
|
Leavell Investment Management
Mobile,
Alabama
|
$288K
|
–
|
–
|
–
|
|
|
23
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$254K
|
+$825
|
+31
|
+0.3%
|
|
|
24
|
|
$241K
|
-$43.4K
|
-1,630
|
-15%
|
|
|
25
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$184K
|
–
|
–
|
–
|
|
