|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.5M
|
+$1.74M
|
+39,244
|
+10%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.02M
|
+$446K
|
+10,035
|
+5%
|
|
|
3
|
Cerity Partners OCIO
New York
|
$3.09M
|
-$6.16M
|
-138,705
|
-65%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$2.87M
|
-$972K
|
-21,873
|
-24%
|
|
|
5
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$2.66M
|
-$339K
|
-7,637
|
-11%
|
|
|
6
|
BMS Financial Advisors
Rapid City,
South Dakota
|
$2.6M
|
+$2.81M
|
+63,197
|
New
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.09M
|
+$1.21M
|
+27,181
|
+115%
|
|
|
8
|
|
$1.63M
|
+$31.4K
|
+706
|
+2%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.39M
|
-$106K
|
-2,381
|
-7%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.04M
|
-$35K
|
-787
|
-3%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.01M
|
+$187K
|
+4,218
|
+21%
|
|
|
12
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$986K
|
+$36.6K
|
+823
|
+4%
|
|
|
13
|
Bryant Woods Investment Advisors
Getzville,
New York
|
$856K
|
+$26.8K
|
+603
|
+3%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$812K
|
+$19.1K
|
+430
|
+2%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$752K
|
-$190K
|
-4,280
|
-19%
|
|
|
16
|
Compass Advisory Group
Melville,
New York
|
$623K
|
+$42.2K
|
+949
|
+7%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$610K
|
-$73.2K
|
-1,646
|
-10%
|
|
|
18
|
|
$469K
|
–
|
–
|
–
|
|
|
19
|
Prospera Financial Services
Dallas,
Texas
|
$456K
|
-$13.6K
|
-306
|
-3%
|
|
|
20
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$392K
|
-$676K
|
-15,212
|
-61%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$361K
|
+$385K
|
+8,652
|
New
|
|
|
22
|
Darwin Wealth Management
Tampa,
Florida
|
$265K
|
-$4.89K
|
-110
|
-2%
|
|
|
23
|
IFG Advisory
Atlanta,
Georgia
|
$202K
|
+$219K
|
+4,930
|
New
|
|
|
24
|
Prudential plc
London, England,
United Kingdom
|
$173K
|
-$8K
|
-180
|
-4%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$146K
|
+$46.9K
|
+1,056
|
+42%
|
|
