|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$41.2M
|
+$6.07M
|
+111,326
|
+18%
|
|
|
2
|
|
$31.5M
|
+$4.07M
|
+74,748
|
+15%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17.6M
|
–
|
–
|
–
|
|
|
4
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$9.49M
|
-$299K
|
-5,479
|
-3%
|
|
|
5
|
|
$8.44M
|
+$8.3M
|
+152,222
|
New
|
|
|
6
|
Retirement Capital Strategies
San Jose,
California
|
$3.48M
|
+$605K
|
+11,109
|
+21%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.07M
|
+$5.68M
|
+104,277
|
New
|
|
|
8
|
Morningstar Investment Services
Chicago,
Illinois
|
$2.79M
|
+$614K
|
+11,266
|
+29%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.49M
|
+$1.58M
|
+29,008
|
+182%
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$2.45M
|
+$80.7K
|
+1,480
|
+3%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.43M
|
+$1.54M
|
+28,284
|
+182%
|
|
|
12
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$2.23M
|
+$1.11M
|
+20,365
|
+103%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.97M
|
+$327K
|
+6,008
|
+20%
|
|
|
14
|
WealthSource Partners
San Luis Obispo,
California
|
$1.83M
|
+$554K
|
+10,160
|
+44%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$1.43M
|
+$116K
|
+2,127
|
+9%
|
|
|
16
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$1.22M
|
+$1.2M
|
+21,955
|
New
|
|
|
17
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.2M
|
+$1.18M
|
+21,560
|
New
|
|
|
18
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.19M
|
+$106K
|
+1,950
|
+10%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.16M
|
+$364K
|
+6,684
|
+47%
|
|
|
20
|
|
$1.11M
|
+$1.09M
|
+20,000
|
New
|
|
|
21
|
Apella Capital
West Hartford,
Connecticut
|
$1.05M
|
+$1.03M
|
+18,968
|
New
|
|
|
22
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$966K
|
+$55.2K
|
+1,013
|
+6%
|
|
|
23
|
|
$958K
|
+$393K
|
+7,206
|
+73%
|
|
|
24
|
Wedbush Securities
Los Angeles,
California
|
$934K
|
-$160K
|
-2,934
|
-15%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$897K
|
+$637K
|
+11,686
|
+259%
|
|
