|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$395M
|
+$453M
|
+13,096,135
|
+1,685%
|
|
|
2
|
Capital Planning Advisors
Roseville,
California
|
$14M
|
+$6.71M
|
+193,959
|
+65%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$12.3M
|
+$1.92M
|
+55,526
|
+15%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$5.19M
|
+$809K
|
+23,387
|
+15%
|
|
|
5
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$2.05M
|
-$112K
|
-3,224
|
-4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.76M
|
+$2.14M
|
+61,817
|
New
|
|
|
7
|
Towerpoint Wealth
Sacramento,
California
|
$1.43M
|
+$12.7K
|
+367
|
+0.7%
|
|
|
8
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.42M
|
+$1.72M
|
+49,721
|
New
|
|
|
9
|
Cetera Advisor Networks
El Segundo,
California
|
$1.24M
|
–
|
–
|
–
|
|
|
10
|
|
$1.13M
|
+$399K
|
+11,519
|
+41%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$972K
|
+$884K
|
+25,554
|
+298%
|
|
|
12
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$813K
|
+$990K
|
+28,603
|
New
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$783K
|
+$281K
|
+8,106
|
+42%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$768K
|
+$721K
|
+20,827
|
+340%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$400K
|
+$487K
|
+14,062
|
New
|
|
|
16
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$327K
|
+$59.8K
|
+1,727
|
+18%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$274K
|
+$332K
|
+9,582
|
New
|
|
|
18
|
Verus Capital Partners
Scottsdale,
Arizona
|
$248K
|
+$17.9K
|
+516
|
+6%
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$245K
|
+$297K
|
+8,593
|
New
|
|
|
20
|
Bank of Marin
Novato,
California
|
$230K
|
+$280K
|
+8,089
|
New
|
|
|
21
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$222K
|
+$30.2K
|
+872
|
+13%
|
|
|
22
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$141K
|
+$171K
|
+4,944
|
New
|
|
|
23
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$98K
|
+$120K
|
+3,456
|
New
|
|
|
24
|
RPG Investment Advisory
Pleasanton,
California
|
$81K
|
+$84.1K
|
+2,430
|
+565%
|
|
|
25
|
Geneos Wealth Management
Englewood,
Colorado
|
$57K
|
+$16K
|
+462
|
+29%
|
|
