|
1
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.27M
|
+$1.67M
|
+39,158
|
+64%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$2.42M
|
–
|
–
|
–
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$981K
|
-$514K
|
-12,058
|
-35%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$807K
|
+$806K
|
+18,929
|
New
|
|
|
5
|
MCF Advisors
Covington,
Kentucky
|
$459K
|
-$23.3K
|
-546
|
-5%
|
|
|
6
|
Accordant Advisory Group
Annapolis,
Maryland
|
$444K
|
–
|
–
|
–
|
|
|
7
|
Two Sigma Investments
New York
|
$384K
|
+$383K
|
+9,000
|
New
|
|
|
8
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$346K
|
+$342K
|
+8,037
|
New
|
|
|
9
|
Brandywine Financial Group
Thompsons Station,
Tennessee
|
$241K
|
+$241K
|
+5,659
|
New
|
|
|
10
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$205K
|
–
|
–
|
–
|
|
|
11
|
Steph & Co
Marinette,
Wisconsin
|
$165K
|
-$14K
|
-328
|
-8%
|
|
|
12
|
Advisornet Financial
Minnetonka,
Minnesota
|
$162K
|
–
|
–
|
–
|
|
|
13
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$155K
|
+$154K
|
+3,625
|
New
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
$56.6K
|
+$56.5K
|
+1,326
|
New
|
|
|
15
|
Financially Speaking
Greenwood Village,
Colorado
|
$54.3K
|
–
|
–
|
–
|
|
|
16
|
First Pacific Financial
Vancouver,
Washington
|
$29.6K
|
+$29.6K
|
+695
|
New
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$28.7K
|
-$67.7K
|
-1,589
|
-70%
|
|
|
18
|
Mendota Financial Group
Madison,
Wisconsin
|
$28.5K
|
–
|
–
|
–
|
|
|
19
|
|
$26.5K
|
-$1.15K
|
-27
|
-4%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24K
|
–
|
–
|
–
|
|
|
21
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$18.8K
|
–
|
–
|
–
|
|
|
22
|
Farther Finance Advisors
San Francisco,
California
|
$14.5K
|
–
|
–
|
–
|
|
|
23
|
Godfrey Financial Associates
Glenmont,
New York
|
$7.59K
|
+$7.58K
|
+178
|
New
|
|
|
24
|
Allworth Financial
Folsom,
California
|
$7.44K
|
–
|
–
|
–
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$79K
|
-1,891
|
Closed
|
|
