|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$21M
|
+$11.4M
|
+212,525
|
+122%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17.6M
|
–
|
–
|
–
|
|
|
3
|
MML Investors Services
Springfield,
Massachusetts
|
$1.91M
|
+$554K
|
+10,298
|
+41%
|
|
|
4
|
Retirement Capital Strategies
San Jose,
California
|
$1.71M
|
-$54.9K
|
-1,020
|
-3%
|
|
|
5
|
|
$1.43M
|
+$455K
|
+8,448
|
+47%
|
|
|
6
|
Morningstar Investment Services
Chicago,
Illinois
|
$1.43M
|
+$1.11M
|
+20,671
|
+367%
|
|
|
7
|
|
$987K
|
-$1.04M
|
-19,311
|
-51%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$984K
|
+$252K
|
+4,691
|
+35%
|
|
|
9
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$943K
|
+$687K
|
+12,763
|
+275%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$883K
|
+$429K
|
+7,968
|
+96%
|
|
|
11
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$747K
|
+$141K
|
+2,616
|
+23%
|
|
|
12
|
Advisor Group
Phoenix,
Arizona
|
$660K
|
+$655K
|
+12,177
|
+405,900%
|
|
|
13
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$531K
|
+$528K
|
+9,805
|
New
|
|
|
14
|
Bartlett & Co
Cincinnati,
Ohio
|
$531K
|
+$528K
|
+9,805
|
New
|
|
|
15
|
Wedbush Securities
Los Angeles,
California
|
$439K
|
+$436K
|
+8,107
|
New
|
|
|
16
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$419K
|
+$75.6K
|
+1,405
|
+22%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$399K
|
+$304K
|
+5,646
|
+329%
|
|
|
18
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$357K
|
+$34.3K
|
+638
|
+11%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$350K
|
+$196K
|
+3,645
|
+130%
|
|
|
20
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$319K
|
+$299K
|
+5,549
|
+1,608%
|
|
|
21
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$316K
|
+$260K
|
+4,836
|
New
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$278K
|
+$276K
|
+5,124
|
New
|
|
|
23
|
World Investment Advisors
Santa Barbara,
California
|
$240K
|
–
|
–
|
–
|
|
|
24
|
WesBanco Bank
Wheeling,
West Virginia
|
$234K
|
+$232K
|
+4,316
|
New
|
|
|
25
|
Parallel Advisors
San Francisco,
California
|
$197K
|
+$196K
|
+3,633
|
New
|
|
