|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.6M
|
+$1.21M
|
+54,750
|
+4%
|
|
|
2
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$26.6M
|
-$1.54M
|
-69,624
|
-6%
|
|
|
3
|
|
$10.9M
|
+$1.85M
|
+83,666
|
+21%
|
|
|
4
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$6.39M
|
+$184K
|
+8,302
|
+3%
|
|
|
5
|
Colony Group
Boston,
Massachusetts
|
$6M
|
+$680K
|
+30,708
|
+13%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$4.67M
|
-$1.01M
|
-45,821
|
-18%
|
|
|
7
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$4.5M
|
+$325K
|
+14,675
|
+8%
|
|
|
8
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$4.15M
|
+$538K
|
+24,304
|
+15%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.78M
|
-$205K
|
-9,245
|
-5%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$3.75M
|
+$371K
|
+16,737
|
+11%
|
|
|
11
|
Financial Network Wealth Management
Draper,
Utah
|
$3.73M
|
-$89.8K
|
-4,055
|
-2%
|
|
|
12
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$3.48M
|
+$402K
|
+18,170
|
+13%
|
|
|
13
|
|
$3.32M
|
+$3.29M
|
+148,640
|
New
|
|
|
14
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$3.19M
|
+$14.5K
|
+655
|
+0.5%
|
|
|
15
|
Park Avenue Securities
New York
|
$2.9M
|
+$1.15K
|
+52
|
+0%
|
|
|
16
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$2.42M
|
+$73.5K
|
+3,318
|
+3%
|
|
|
17
|
Miracle Mile Advisors
Los Angeles,
California
|
$2.27M
|
+$178K
|
+8,048
|
+9%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.21M
|
+$91.1K
|
+4,113
|
+4%
|
|
|
19
|
SageView Advisory Group
Newport Beach,
California
|
$2.13M
|
+$115K
|
+5,178
|
+6%
|
|
|
20
|
UMB Bank
Kansas City,
Missouri
|
$2.05M
|
-$175K
|
-7,908
|
-8%
|
|
|
21
|
CX Institutional
Auburn,
Indiana
|
$1.94M
|
+$6.71K
|
+303
|
+0.4%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.83M
|
+$47.5K
|
+2,145
|
+3%
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$1.73M
|
+$150K
|
+6,762
|
+10%
|
|
|
24
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$1.6M
|
-$289K
|
-13,068
|
-15%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$1.49M
|
+$33.7K
|
+1,523
|
+2%
|
|
