|
1
|
|
$45.9M
|
+$2.27M
|
+102,471
|
+5%
|
|
|
2
|
Bank of New York Mellon
New York
|
$38.2M
|
+$1.82M
|
+82,298
|
+5%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.8M
|
+$2.68M
|
+121,176
|
+8%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$20.9M
|
+$959K
|
+43,341
|
+5%
|
|
|
5
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$11.9M
|
-$4.91M
|
-221,696
|
-29%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$11.5M
|
+$495K
|
+22,353
|
+4%
|
|
|
7
|
CGN Advisors
Manhattan,
Kansas
|
$10M
|
+$642K
|
+28,993
|
+7%
|
|
|
8
|
Miracle Mile Advisors
Los Angeles,
California
|
$9.43M
|
+$549K
|
+24,796
|
+6%
|
|
|
9
|
Westfuller Advisors
New York
|
$6.93M
|
-$86.5K
|
-3,909
|
-1%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$6.87M
|
-$130K
|
-5,858
|
-2%
|
|
|
11
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$6.69M
|
+$440K
|
+19,859
|
+7%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$5.78M
|
-$36.2K
|
-1,634
|
-0.6%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$5.24M
|
+$5.24M
|
+236,677
|
New
|
|
|
14
|
|
$4.54M
|
+$3.81M
|
+172,216
|
+540%
|
|
|
15
|
Perigon Wealth Management
San Francisco,
California
|
$4.09M
|
-$423K
|
-19,111
|
-9%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$3.98M
|
-$366K
|
-16,556
|
-8%
|
|
|
17
|
Colorado Capital Management
Boulder,
Colorado
|
$3.58M
|
+$11.9K
|
+537
|
+0.3%
|
|
|
18
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$3.3M
|
+$350K
|
+15,805
|
+12%
|
|
|
19
|
XY Planning Network
Bozeman,
Montana
|
$3.17M
|
+$3.17M
|
+143,312
|
New
|
|
|
20
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$3.17M
|
-$619K
|
-27,961
|
-16%
|
|
|
21
|
Park Avenue Securities
New York
|
$2.98M
|
+$173K
|
+7,812
|
+6%
|
|
|
22
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.81M
|
+$342K
|
+15,439
|
+14%
|
|
|
23
|
Evolution Advisers
Richmond,
Virginia
|
$2.79M
|
-$28.4K
|
-1,282
|
-1%
|
|
|
24
|
Retirement Capital Strategies
San Jose,
California
|
$2.77M
|
+$3.01K
|
+136
|
+0.1%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$2.55M
|
-$247K
|
-11,147
|
-9%
|
|
