|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.8M
|
+$3.73M
|
+116,289
|
+42%
|
|
|
2
|
Peak Financial Management
Wellesley,
Massachusetts
|
$6.35M
|
+$34.6K
|
+1,078
|
+0.6%
|
|
|
3
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$4.49M
|
+$234K
|
+7,290
|
+6%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
$4.48M
|
+$141K
|
+4,395
|
+3%
|
|
|
5
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$3.86M
|
+$374K
|
+11,653
|
+11%
|
|
|
6
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.81M
|
+$1.15M
|
+35,829
|
+44%
|
|
|
7
|
SVB Wealth
Boston,
Massachusetts
|
$3.4M
|
-$262K
|
-8,152
|
-7%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.23M
|
-$635K
|
-19,793
|
-17%
|
|
|
9
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$1.91M
|
-$52.4K
|
-1,632
|
-3%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$1.82M
|
+$486K
|
+15,123
|
+37%
|
|
|
11
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.77M
|
-$141K
|
-4,389
|
-7%
|
|
|
12
|
Advisor Group
Phoenix,
Arizona
|
$1.46M
|
+$498K
|
+15,505
|
+52%
|
|
|
13
|
Personal CFO Solutions
Chester,
New Jersey
|
$1.29M
|
+$1.28M
|
+39,785
|
New
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$1.19M
|
+$9.54K
|
+297
|
+0.8%
|
|
|
15
|
|
$1.13M
|
+$1.12M
|
+34,877
|
New
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$1.07M
|
-$29K
|
-903
|
-3%
|
|
|
17
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$938K
|
-$642
|
-20
|
-0.1%
|
|
|
18
|
Atria Investments
Charlotte,
North Carolina
|
$924K
|
+$47.1K
|
+1,466
|
+5%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$739K
|
-$657K
|
-20,450
|
-47%
|
|
|
20
|
MKD Wealth Coaches
Troy,
Michigan
|
$631K
|
+$10.8K
|
+337
|
+2%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$608K
|
-$96K
|
-2,989
|
-14%
|
|
|
22
|
Advisory Services Network
Atlanta,
Georgia
|
$539K
|
–
|
–
|
–
|
|
|
23
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$437K
|
+$449
|
+14
|
+0.1%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$422K
|
-$32.9K
|
-1,024
|
-7%
|
|
|
25
|
|
$415K
|
-$1.83K
|
-57
|
-0.4%
|
|
