|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$83.5M
|
+$85.4M
|
+1,092,784
|
+7,839%
|
|
|
2
|
|
$63.5M
|
-$297K
|
-3,802
|
-0.5%
|
|
|
3
|
IMA Advisory Services
Denver,
Colorado
|
$55.5M
|
+$286K
|
+3,655
|
+0.5%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$28.2M
|
+$1.28M
|
+16,417
|
+5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$27.1M
|
+$21.5M
|
+274,432
|
+323%
|
|
|
6
|
Cedar Cove Wealth Partners
Bloomington,
Minnesota
|
$17.9M
|
+$121K
|
+1,542
|
+0.7%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$16M
|
+$16.6M
|
+212,249
|
New
|
|
|
8
|
|
$15.4M
|
+$11.6M
|
+147,888
|
+236%
|
|
|
9
|
Allworth Financial
Folsom,
California
|
$13.4M
|
+$87.6K
|
+1,121
|
+0.6%
|
|
|
10
|
RWA Wealth Partners
Newton,
Massachusetts
|
$11.3M
|
+$320K
|
+4,091
|
+3%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$10.7M
|
+$6.92M
|
+88,495
|
+166%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.38M
|
+$5.55M
|
+71,025
|
+177%
|
|
|
13
|
Park Avenue Securities
New York
|
$8.1M
|
+$8.39M
|
+107,325
|
New
|
|
|
14
|
Values Added Financial
Washington,
District of Columbia
|
$8.04M
|
+$825K
|
+10,557
|
+11%
|
|
|
15
|
Bailard
Foster City,
California
|
$7.86M
|
+$1.12M
|
+14,317
|
+16%
|
|
|
16
|
Accredited Investors
Edina,
Minnesota
|
$6.39M
|
+$95.4K
|
+1,220
|
+1%
|
|
|
17
|
Apella Capital
West Hartford,
Connecticut
|
$6.22M
|
+$5.92M
|
+75,723
|
New
|
|
|
18
|
Financial Connections Group
Corte Madera,
California
|
$5.68M
|
-$148K
|
-1,889
|
-2%
|
|
|
19
|
Clearstead Advisors
Cleveland,
Ohio
|
$5.62M
|
+$5.83M
|
+74,514
|
New
|
|
|
20
|
Invera Wealth Advisors
Bend,
Oregon
|
$5.02M
|
+$91.2K
|
+1,166
|
+2%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$4.8M
|
+$87.3K
|
+1,116
|
+2%
|
|
|
22
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$4.7M
|
+$24K
|
+307
|
+0.5%
|
|
|
23
|
Regatta Capital Group
El Segundo,
California
|
$4.32M
|
+$228K
|
+2,921
|
+5%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$4.21M
|
+$3.52M
|
+44,987
|
+415%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.2M
|
+$556K
|
+7,113
|
+15%
|
|
