|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$29.1M
|
+$914K
|
+41,219
|
+3%
|
|
|
2
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$26.8M
|
+$611K
|
+27,557
|
+2%
|
|
|
3
|
|
$11.9M
|
+$1.17M
|
+52,567
|
+11%
|
|
|
4
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$6.66M
|
+$368K
|
+16,605
|
+6%
|
|
|
5
|
Colony Group
Boston,
Massachusetts
|
$5.63M
|
-$279K
|
-12,601
|
-5%
|
|
|
6
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$5.31M
|
+$1.24M
|
+55,939
|
+30%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$4.75M
|
+$154K
|
+6,951
|
+3%
|
|
|
8
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$4.61M
|
+$189K
|
+8,515
|
+4%
|
|
|
9
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$4.08M
|
+$660K
|
+29,793
|
+19%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$4M
|
+$310K
|
+13,977
|
+8%
|
|
|
11
|
Financial Network Wealth Management
Draper,
Utah
|
$3.67M
|
+$22.4K
|
+1,010
|
+0.6%
|
|
|
12
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$3.39M
|
+$253K
|
+11,419
|
+8%
|
|
|
13
|
|
$3.26M
|
-$4.79K
|
-216
|
-0.1%
|
|
|
14
|
Park Avenue Securities
New York
|
$2.83M
|
-$29.2K
|
-1,319
|
-1%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.51M
|
-$1.21M
|
-54,788
|
-32%
|
|
|
16
|
UMB Bank
Kansas City,
Missouri
|
$2.28M
|
+$268K
|
+12,084
|
+13%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.18M
|
+$379K
|
+17,099
|
+21%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.17M
|
-$8.13K
|
-367
|
-0.4%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$2.03M
|
+$330K
|
+14,893
|
+19%
|
|
|
20
|
SageView Advisory Group
Newport Beach,
California
|
$2.03M
|
-$59.4K
|
-2,680
|
-3%
|
|
|
21
|
CX Institutional
Auburn,
Indiana
|
$1.99M
|
+$81.1K
|
+3,657
|
+4%
|
|
|
22
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.84M
|
-$398K
|
-17,976
|
-18%
|
|
|
23
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.72M
|
-$669K
|
-30,186
|
-28%
|
|
|
24
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$1.64M
|
+$71.1K
|
+3,206
|
+4%
|
|
|
25
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.55M
|
+$238K
|
+10,735
|
+18%
|
|
