|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$115M
|
+$7.76M
|
+153,793
|
+7%
|
|
|
2
|
MML Investors Services
Springfield,
Massachusetts
|
$88.5M
|
+$5.89M
|
+116,584
|
+7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$86.4M
|
-$3.1M
|
-61,483
|
-3%
|
|
|
4
|
Evergreen Capital Management
Bellevue,
Washington
|
$53.9M
|
+$46K
|
+912
|
+0.1%
|
|
|
5
|
Edge Wealth Management
New York
|
$50.4M
|
+$34.3M
|
+678,832
|
+211%
|
|
|
6
|
Hilton Capital Management
Garden City,
New York
|
$42.4M
|
+$245K
|
+4,855
|
+0.6%
|
|
|
7
|
Watchman Group
Plano,
Texas
|
$41.9M
|
+$2.56M
|
+50,766
|
+7%
|
|
|
8
|
Knightsbridge Asset Management
Newport Beach,
California
|
$34.4M
|
+$4.6M
|
+91,192
|
+15%
|
|
|
9
|
CreativeOne Wealth
Overland Park,
Kansas
|
$30.7M
|
-$213K
|
-4,212
|
-0.7%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$28.3M
|
+$356K
|
+7,056
|
+1%
|
|
|
11
|
Proficio Capital Partners
Newton,
Massachusetts
|
$27.8M
|
+$15.8M
|
+312,231
|
+131%
|
|
|
12
|
Tortoise Investment Management
White Plains,
New York
|
$23.7M
|
+$2.64M
|
+52,377
|
+13%
|
|
|
13
|
Aprio Wealth Management
Atlanta,
Georgia
|
$22.6M
|
+$1.64M
|
+32,492
|
+8%
|
|
|
14
|
Convergence Financial
Columbia,
Missouri
|
$19.8M
|
+$3.23M
|
+64,038
|
+19%
|
|
|
15
|
Peak Financial Advisors
Denver,
Colorado
|
$18.9M
|
+$3.84M
|
+75,983
|
+25%
|
|
|
16
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$18.1M
|
-$3.05M
|
-60,400
|
-14%
|
|
|
17
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$18.1M
|
+$3.97M
|
+78,688
|
+28%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$17.7M
|
+$3.03M
|
+59,985
|
+21%
|
|
|
19
|
Morling Financial Advisors
Fremont,
California
|
$17.1M
|
+$1.33M
|
+26,408
|
+8%
|
|
|
20
|
Hutchinson Capital Management
San Rafael,
California
|
$16.9M
|
+$1.29M
|
+25,473
|
+8%
|
|
|
21
|
Tidal Investments
Milwaukee,
Wisconsin
|
$14.7M
|
+$14.7M
|
+291,641
|
New
|
|
|
22
|
Horizon Investments
Charlotte,
North Carolina
|
$14.2M
|
+$212K
|
+4,195
|
+2%
|
|
|
23
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$13.8M
|
-$1.82M
|
-35,968
|
-12%
|
|
|
24
|
L2 Asset Management
Wayland,
Massachusetts
|
$13.7M
|
+$359K
|
+7,112
|
+3%
|
|
|
25
|
Bank of New York Mellon
New York
|
$13.1M
|
-$3.12M
|
-61,806
|
-19%
|
|
