|
1
|
|
$36.1M
|
+$16.1M
|
+744,235
|
+82%
|
|
|
2
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$22.5M
|
-$2.01M
|
-92,745
|
-8%
|
|
|
3
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$14.6M
|
-$2.76M
|
-127,506
|
-16%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$12.9M
|
-$199K
|
-9,191
|
-2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.1M
|
-$684K
|
-31,616
|
-5%
|
|
|
6
|
Bank of New York Mellon
New York
|
$9.65M
|
+$636K
|
+29,404
|
+7%
|
|
|
7
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$8.09M
|
+$8.03M
|
+370,861
|
New
|
|
|
8
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$6.85M
|
+$432K
|
+19,945
|
+7%
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
$6.49M
|
+$194K
|
+8,958
|
+3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$6.14M
|
+$701K
|
+32,397
|
+13%
|
|
|
11
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$6.12M
|
+$563K
|
+25,997
|
+10%
|
|
|
12
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$5.75M
|
-$130K
|
-6,012
|
-2%
|
|
|
13
|
Miracle Mile Advisors
Los Angeles,
California
|
$4.53M
|
+$627K
|
+28,986
|
+16%
|
|
|
14
|
CGN Advisors
Manhattan,
Kansas
|
$4.19M
|
+$2.5M
|
+115,411
|
+150%
|
|
|
15
|
Colorado Capital Management
Boulder,
Colorado
|
$3.56M
|
+$375K
|
+17,335
|
+12%
|
|
|
16
|
Park Avenue Securities
New York
|
$3.22M
|
+$62.4K
|
+2,883
|
+2%
|
|
|
17
|
Financial Network Wealth Management
Draper,
Utah
|
$3.17M
|
-$10K
|
-464
|
-0.3%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.89M
|
+$363K
|
+16,783
|
+14%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.77M
|
+$314K
|
+14,496
|
+13%
|
|
|
20
|
SageView Advisory Group
Newport Beach,
California
|
$2.42M
|
–
|
–
|
–
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$2.36M
|
-$59K
|
-2,727
|
-2%
|
|
|
22
|
Silver Oak Advisory Group
Portland,
Oregon
|
$2.17M
|
+$40.1K
|
+1,853
|
+2%
|
|
|
23
|
Mayport LLC
Newton,
Massachusetts
|
$2.05M
|
–
|
–
|
–
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$1.99M
|
-$410K
|
-18,931
|
-17%
|
|
|
25
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$1.92M
|
+$151K
|
+6,976
|
+9%
|
|
