|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$49.6M
|
+$12.1M
|
+411,258
|
+32%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$49.6M
|
+$12M
|
+409,965
|
+32%
|
|
|
3
|
Venturi Wealth Management
Austin,
Texas
|
$12.5M
|
+$12.5M
|
+423,947
|
New
|
|
|
4
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$11.3M
|
+$354K
|
+12,036
|
+3%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.05M
|
-$5.26K
|
-179
|
-0.1%
|
|
|
6
|
Ackerman Capital Advisors
Dallas,
Texas
|
$6.36M
|
+$6.36M
|
+216,400
|
New
|
|
|
7
|
|
$6.01M
|
+$8.49K
|
+289
|
+0.1%
|
|
|
8
|
|
$5.8M
|
+$5.8M
|
+197,357
|
+458,970%
|
|
|
9
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$4.55M
|
–
|
–
|
–
|
|
|
10
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$3.96M
|
+$116K
|
+3,942
|
+3%
|
|
|
11
|
FAS Wealth Partners
Leawood,
Kansas
|
$3.87M
|
-$55.3K
|
-1,882
|
-1%
|
|
|
12
|
CX Institutional
Auburn,
Indiana
|
$3.28M
|
+$2.94M
|
+100,001
|
+857%
|
|
|
13
|
Surevest
Los Angeles,
California
|
$3.17M
|
+$104K
|
+3,548
|
+3%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.81M
|
-$120K
|
-4,077
|
-4%
|
|
|
15
|
Stringer Asset Management
Memphis,
Tennessee
|
$2.51M
|
-$196K
|
-6,685
|
-7%
|
|
|
16
|
|
$2.5M
|
+$2.5M
|
+85,045
|
New
|
|
|
17
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$2.2M
|
-$3.7K
|
-126
|
-0.2%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.13M
|
–
|
–
|
–
|
|
|
19
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$1.86M
|
-$201K
|
-6,824
|
-10%
|
|
|
20
|
Fortis Advisors
Wayne,
Pennsylvania
|
$1.8M
|
-$25.6K
|
-872
|
-1%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$1.7M
|
-$379K
|
-12,898
|
-18%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$1.51M
|
+$224K
|
+7,631
|
+17%
|
|
|
23
|
Victory Capital Management
San Antonio,
Texas
|
$1.39M
|
–
|
–
|
–
|
|
|
24
|
United Services Automobile Association
San Antonio,
Texas
|
$1.39M
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.05M
|
+$556K
|
+18,930
|
+114%
|
|
