|
1
|
|
$33.4M
|
+$2.17M
|
+98,908
|
+7%
|
|
|
2
|
First Pacific Financial
Vancouver,
Washington
|
$23.5M
|
+$149K
|
+6,790
|
+0.6%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18.9M
|
-$520K
|
-23,673
|
-3%
|
|
|
4
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$17.8M
|
+$9.95M
|
+453,111
|
+131%
|
|
|
5
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$16.5M
|
+$160K
|
+7,272
|
+1%
|
|
|
6
|
Bank of New York Mellon
New York
|
$12.2M
|
+$1.45M
|
+66,118
|
+14%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$12M
|
-$564K
|
-25,661
|
-5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$10.7M
|
+$610K
|
+27,754
|
+6%
|
|
|
9
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$8.23M
|
+$1.25M
|
+56,717
|
+18%
|
|
|
10
|
CGN Advisors
Manhattan,
Kansas
|
$7.07M
|
-$29.9K
|
-1,363
|
-0.4%
|
|
|
11
|
Focus Partners Wealth
Boston,
Massachusetts
|
$6.88M
|
+$1.93M
|
+87,730
|
+40%
|
|
|
12
|
Westfuller Advisors
New York
|
$6.85M
|
+$67.2K
|
+3,060
|
+1%
|
|
|
13
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$6.13M
|
-$2.34M
|
-106,551
|
-28%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$5.95M
|
-$3.7M
|
-168,350
|
-39%
|
|
|
15
|
Miracle Mile Advisors
Los Angeles,
California
|
$5.76M
|
-$16.3K
|
-743
|
-0.3%
|
|
|
16
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$5.4M
|
-$80.6K
|
-3,668
|
-1%
|
|
|
17
|
Colorado Capital Management
Boulder,
Colorado
|
$3.65M
|
-$278K
|
-12,665
|
-7%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$3.3M
|
+$16.6K
|
+755
|
+0.5%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.26M
|
+$190K
|
+8,641
|
+6%
|
|
|
20
|
Park Avenue Securities
New York
|
$2.75M
|
-$184K
|
-8,357
|
-6%
|
|
|
21
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$2.66M
|
+$698K
|
+31,756
|
+36%
|
|
|
22
|
Silver Oak Advisory Group
Portland,
Oregon
|
$2.65M
|
-$16K
|
-727
|
-0.6%
|
|
|
23
|
Evolution Advisers
Richmond,
Virginia
|
$2.58M
|
–
|
–
|
–
|
|
|
24
|
Retirement Capital Strategies
San Jose,
California
|
$2.42M
|
+$412K
|
+18,753
|
+21%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.39M
|
-$1.01M
|
-45,760
|
-30%
|
|
