|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$115M
|
+$122M
|
+4,973,729
|
New
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$82.8M
|
+$70.9M
|
+2,897,179
|
+426%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$81.2M
|
+$69.1M
|
+2,820,037
|
+412%
|
|
|
4
|
Parcion Private Wealth
Bellevue,
Washington
|
$51.4M
|
+$55.3M
|
+2,258,439
|
New
|
|
|
5
|
Evoke Wealth
Los Angeles,
California
|
$26.4M
|
+$4.2M
|
+171,566
|
+18%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$20.3M
|
+$7.7M
|
+314,562
|
+56%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$19.8M
|
+$20.2M
|
+824,130
|
+2,799%
|
|
|
8
|
3D/L Capital Management
Hartford,
Connecticut
|
$17.3M
|
+$18.3M
|
+746,686
|
New
|
|
|
9
|
Flow Traders U.S.
New York
|
$14.1M
|
+$2.33M
|
+95,150
|
+19%
|
|
|
10
|
West Financial Advisors
Des Moines,
Iowa
|
$13.9M
|
+$14.3M
|
+584,785
|
+4,251%
|
|
|
11
|
Sequoia Financial Advisors
Akron,
Ohio
|
$13.5M
|
+$516K
|
+21,091
|
+4%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.2M
|
+$1.47M
|
+60,170
|
+12%
|
|
|
13
|
Pathstone Family Office
Englewood,
New Jersey
|
$12M
|
+$12.6M
|
+516,607
|
New
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.9M
|
+$12.6M
|
+515,626
|
New
|
|
|
15
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$10.6M
|
+$440K
|
+17,989
|
+4%
|
|
|
16
|
AWM Capital
Phoenix,
Arizona
|
$10M
|
+$1.7M
|
+69,365
|
+19%
|
|
|
17
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$9.28M
|
-$2.29M
|
-93,365
|
-19%
|
|
|
18
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$9.07M
|
+$7.06M
|
+288,497
|
+280%
|
|
|
19
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$9.03M
|
+$3.7M
|
+151,244
|
+63%
|
|
|
20
|
Aveo Capital Partners
Englewood,
Colorado
|
$9.03M
|
+$6.25M
|
+255,143
|
+190%
|
|
|
21
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$6.77M
|
-$1.56M
|
-63,893
|
-18%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.74M
|
+$6.27M
|
+256,060
|
+799%
|
|
|
23
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$6.56M
|
+$5.65M
|
+230,637
|
+439%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$6.52M
|
+$6.9M
|
+281,681
|
New
|
|
|
25
|
Shore Point Advisors
Brielle,
New Jersey
|
$6.47M
|
+$883K
|
+36,082
|
+15%
|
|
