|
1
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$25M
|
-$1.95M
|
-91,464
|
-8%
|
|
|
2
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$17.8M
|
+$922K
|
+43,200
|
+6%
|
|
|
3
|
|
$15.2M
|
+$2.02M
|
+94,731
|
+16%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.3M
|
-$762K
|
-35,715
|
-6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$10.1M
|
+$6.2M
|
+290,541
|
+179%
|
|
|
6
|
Bank of New York Mellon
New York
|
$7.48M
|
+$7.18M
|
+336,248
|
New
|
|
|
7
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$6.78M
|
+$1.09M
|
+51,072
|
+20%
|
|
|
8
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$6.06M
|
-$32.9K
|
-1,542
|
-0.6%
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
$6.04M
|
+$5.79M
|
+271,447
|
New
|
|
|
10
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$5.46M
|
+$217K
|
+10,175
|
+4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$5.02M
|
-$548K
|
-25,672
|
-10%
|
|
|
12
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$4.81M
|
+$248K
|
+11,628
|
+6%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$3.5M
|
-$78.3K
|
-3,668
|
-2%
|
|
|
14
|
Financial Network Wealth Management
Draper,
Utah
|
$3.31M
|
-$401K
|
-18,802
|
-11%
|
|
|
15
|
Colorado Capital Management
Boulder,
Colorado
|
$3.03M
|
+$2.31M
|
+108,203
|
+389%
|
|
|
16
|
Miracle Mile Advisors
Los Angeles,
California
|
$3.03M
|
+$847K
|
+39,701
|
+41%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.87M
|
-$65.2K
|
-3,055
|
-2%
|
|
|
18
|
SageView Advisory Group
Newport Beach,
California
|
$2.7M
|
-$2.06M
|
-96,373
|
Closed
|
|
|
19
|
Park Avenue Securities
New York
|
$2.68M
|
-$233K
|
-10,905
|
-8%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$2.44M
|
+$155K
|
+7,243
|
+7%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$2.34M
|
+$78.9K
|
+3,699
|
+4%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.26M
|
-$30.6K
|
-1,432
|
-1%
|
|
|
23
|
Silver Oak Advisory Group
Portland,
Oregon
|
$2.25M
|
+$291K
|
+13,631
|
+16%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.13M
|
-$104K
|
-4,876
|
-5%
|
|
|
25
|
Mayport LLC
Newton,
Massachusetts
|
$2.09M
|
+$2.01M
|
+94,104
|
New
|
|
