|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$107M
|
+$7.11M
|
+141,545
|
+7%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$89.4M
|
-$1.68M
|
-33,440
|
-2%
|
|
|
3
|
MML Investors Services
Springfield,
Massachusetts
|
$82.5M
|
+$6.56M
|
+130,624
|
+9%
|
|
|
4
|
Evergreen Capital Management
Bellevue,
Washington
|
$53.7M
|
-$307K
|
-6,115
|
-0.6%
|
|
|
5
|
Hilton Capital Management
Garden City,
New York
|
$42.1M
|
-$2.98M
|
-59,429
|
-7%
|
|
|
6
|
Watchman Group
Plano,
Texas
|
$39.3M
|
+$1.9M
|
+37,940
|
+5%
|
|
|
7
|
CreativeOne Wealth
Overland Park,
Kansas
|
$30.9M
|
+$29.2M
|
+581,675
|
+1,841%
|
|
|
8
|
Knightsbridge Asset Management
Newport Beach,
California
|
$29.8M
|
+$2.04M
|
+40,634
|
+7%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$27.9M
|
+$13.1M
|
+261,544
|
+89%
|
|
|
10
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$21.1M
|
+$4.49M
|
+89,344
|
+27%
|
|
|
11
|
Tortoise Investment Management
White Plains,
New York
|
$21.1M
|
+$3.76M
|
+74,856
|
+22%
|
|
|
12
|
Aprio Wealth Management
Atlanta,
Georgia
|
$20.9M
|
+$1.47M
|
+29,193
|
+8%
|
|
|
13
|
Convergence Financial
Columbia,
Missouri
|
$16.6M
|
+$2.65M
|
+52,719
|
+19%
|
|
|
14
|
Edge Wealth Management
New York
|
$16.2M
|
+$2.91M
|
+58,035
|
+22%
|
|
|
15
|
Bank of New York Mellon
New York
|
$16.2M
|
+$2.8M
|
+55,705
|
+21%
|
|
|
16
|
Morling Financial Advisors
Fremont,
California
|
$15.7M
|
+$869K
|
+17,305
|
+6%
|
|
|
17
|
Hutchinson Capital Management
San Rafael,
California
|
$15.6M
|
+$2.77M
|
+55,169
|
+22%
|
|
|
18
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$15.6M
|
+$562K
|
+11,186
|
+4%
|
|
|
19
|
Peak Financial Advisors
Denver,
Colorado
|
$15M
|
+$835K
|
+16,636
|
+6%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$14.7M
|
+$2.15M
|
+42,828
|
+17%
|
|
|
21
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$14.1M
|
+$296K
|
+5,889
|
+2%
|
|
|
22
|
Horizon Investments
Charlotte,
North Carolina
|
$14M
|
+$217K
|
+4,315
|
+2%
|
|
|
23
|
L2 Asset Management
Wayland,
Massachusetts
|
$13.4M
|
+$2.53M
|
+50,392
|
+23%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.2M
|
-$437K
|
-8,706
|
-3%
|
|
|
25
|
Proficio Capital Partners
Newton,
Massachusetts
|
$12M
|
-$1.28M
|
-25,488
|
-10%
|
|
