|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$110M
|
-$11M
|
-223,801
|
-9%
|
|
|
2
|
MML Investors Services
Springfield,
Massachusetts
|
$95.1M
|
+$15.1M
|
+306,124
|
+19%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$79.9M
|
-$2.17M
|
-43,991
|
-3%
|
|
|
4
|
Edge Wealth Management
New York
|
$53.5M
|
+$957K
|
+19,399
|
+2%
|
|
|
5
|
Evergreen Capital Management
Bellevue,
Washington
|
$51.8M
|
-$352K
|
-7,139
|
-0.7%
|
|
|
6
|
Knightsbridge Asset Management
Newport Beach,
California
|
$46.5M
|
+$6.35M
|
+128,729
|
+16%
|
|
|
7
|
Watchman Group
Plano,
Texas
|
$44.3M
|
+$1.2M
|
+24,379
|
+3%
|
|
|
8
|
CreativeOne Wealth
Overland Park,
Kansas
|
$35.1M
|
+$3.21M
|
+65,131
|
+10%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$26.7M
|
-$1.89M
|
-38,346
|
-7%
|
|
|
10
|
Tortoise Investment Management
White Plains,
New York
|
$25.9M
|
+$601K
|
+12,171
|
+2%
|
|
|
11
|
Aprio Wealth Management
Atlanta,
Georgia
|
$23.8M
|
+$1.08M
|
+21,794
|
+5%
|
|
|
12
|
Hutchinson Capital Management
San Rafael,
California
|
$19.7M
|
+$1.11M
|
+22,430
|
+6%
|
|
|
13
|
Hilton Capital Management
Garden City,
New York
|
$19.6M
|
-$22.5M
|
-456,647
|
-53%
|
|
|
14
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$18.8M
|
-$1.31M
|
-26,517
|
-6%
|
|
|
15
|
Proficio Capital Partners
Newton,
Massachusetts
|
$16.6M
|
-$2.23M
|
-45,211
|
-12%
|
|
|
16
|
L2 Asset Management
Wayland,
Massachusetts
|
$14.5M
|
-$13M
|
-263,824
|
-47%
|
|
|
17
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$13.4M
|
-$675K
|
-13,671
|
-5%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.2M
|
-$2.14M
|
-43,344
|
-15%
|
|
|
19
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$11.8M
|
-$248K
|
-5,028
|
-2%
|
|
|
20
|
True Wealth Design
Akron,
Ohio
|
$10.8M
|
-$480K
|
-9,733
|
-4%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.78M
|
-$1.4M
|
-28,382
|
-12%
|
|
|
22
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$9.56M
|
+$1.72M
|
+34,918
|
+22%
|
|
|
23
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$9.55M
|
-$40.2K
|
-815
|
-0.4%
|
|
|
24
|
|
$8.81M
|
+$1.64M
|
+33,259
|
+23%
|
|
|
25
|
Tidal Investments
Milwaukee,
Wisconsin
|
$8.53M
|
+$3.01M
|
+61,020
|
+54%
|
|
