|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$122M
|
+$10.2M
|
+202,692
|
+9%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$82.8M
|
-$2.07M
|
-41,198
|
-2%
|
|
|
3
|
MML Investors Services
Springfield,
Massachusetts
|
$80.7M
|
-$6.22M
|
-123,802
|
-7%
|
|
|
4
|
Edge Wealth Management
New York
|
$53M
|
+$3.59M
|
+71,321
|
+7%
|
|
|
5
|
Evergreen Capital Management
Bellevue,
Washington
|
$52.5M
|
-$324K
|
-6,451
|
-0.6%
|
|
|
6
|
Watchman Group
Plano,
Texas
|
$43.4M
|
+$2.35M
|
+46,655
|
+6%
|
|
|
7
|
Hilton Capital Management
Garden City,
New York
|
$42.3M
|
+$707K
|
+14,052
|
+2%
|
|
|
8
|
Knightsbridge Asset Management
Newport Beach,
California
|
$40.5M
|
+$6.84M
|
+135,950
|
+20%
|
|
|
9
|
CreativeOne Wealth
Overland Park,
Kansas
|
$32.1M
|
+$2.02M
|
+40,237
|
+7%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$28.8M
|
+$1.06M
|
+21,099
|
+4%
|
|
|
11
|
L2 Asset Management
Wayland,
Massachusetts
|
$27.6M
|
+$14.4M
|
+286,454
|
+105%
|
|
|
12
|
Tortoise Investment Management
White Plains,
New York
|
$25.5M
|
+$2.24M
|
+44,543
|
+9%
|
|
|
13
|
Aprio Wealth Management
Atlanta,
Georgia
|
$22.9M
|
+$802K
|
+15,954
|
+4%
|
|
|
14
|
Convergence Financial
Columbia,
Missouri
|
$22.9M
|
+$3.5M
|
+69,645
|
+18%
|
|
|
15
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$20.3M
|
+$2.58M
|
+51,388
|
+14%
|
|
|
16
|
Proficio Capital Partners
Newton,
Massachusetts
|
$19M
|
-$8.42M
|
-167,510
|
-30%
|
|
|
17
|
Hutchinson Capital Management
San Rafael,
California
|
$18.8M
|
+$2.19M
|
+43,646
|
+13%
|
|
|
18
|
Peak Financial Advisors
Denver,
Colorado
|
$17M
|
-$1.59M
|
-31,526
|
-8%
|
|
|
19
|
Horizon Investments
Charlotte,
North Carolina
|
$14.8M
|
+$928K
|
+18,466
|
+7%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.4M
|
+$2M
|
+39,859
|
+16%
|
|
|
21
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$14.2M
|
+$8.57M
|
+170,364
|
+146%
|
|
|
22
|
Bank of New York Mellon
New York
|
$12.9M
|
+$102K
|
+2,027
|
+0.8%
|
|
|
23
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$12.1M
|
-$1.4M
|
-27,841
|
-10%
|
|
|
24
|
True Wealth Design
Akron,
Ohio
|
$11.4M
|
-$1.03M
|
-20,551
|
-8%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.3M
|
+$484K
|
+9,623
|
+4%
|
|
