|
1
|
|
$35.4M
|
+$1.75M
|
+78,824
|
+5%
|
|
|
2
|
First Pacific Financial
Vancouver,
Washington
|
$24.3M
|
+$652K
|
+29,297
|
+3%
|
|
|
3
|
Bank of New York Mellon
New York
|
$21.8M
|
+$9.34M
|
+420,210
|
+76%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$19.4M
|
+$271K
|
+12,185
|
+1%
|
|
|
5
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$18.5M
|
+$1.85M
|
+83,386
|
+11%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.7M
|
+$535K
|
+24,075
|
+4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$9.19M
|
-$1.61M
|
-72,487
|
-15%
|
|
|
8
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$9.18M
|
-$8.69M
|
-390,874
|
-49%
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
$8.84M
|
+$1.87M
|
+83,887
|
+27%
|
|
|
10
|
CGN Advisors
Manhattan,
Kansas
|
$8.4M
|
+$1.26M
|
+56,635
|
+18%
|
|
|
11
|
Westfuller Advisors
New York
|
$6.98M
|
+$65.7K
|
+2,954
|
+1%
|
|
|
12
|
Miracle Mile Advisors
Los Angeles,
California
|
$6.31M
|
+$491K
|
+22,090
|
+9%
|
|
|
13
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$6.13M
|
–
|
–
|
–
|
|
|
14
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$5.44M
|
-$7.85K
|
-353
|
-0.1%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$5.33M
|
-$667K
|
-30,003
|
-11%
|
|
|
16
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$4.42M
|
-$3.85M
|
-172,903
|
-47%
|
|
|
17
|
Stanich Group
Montauk,
New York
|
$4.13M
|
+$4.09M
|
+183,799
|
New
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$3.9M
|
+$563K
|
+25,316
|
+17%
|
|
|
19
|
Colorado Capital Management
Boulder,
Colorado
|
$3.47M
|
-$206K
|
-9,246
|
-6%
|
|
|
20
|
Perigon Wealth Management
San Francisco,
California
|
$3.03M
|
+$966K
|
+43,445
|
+48%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$3.01M
|
+$1.31M
|
+58,960
|
+79%
|
|
|
22
|
Park Avenue Securities
New York
|
$2.89M
|
+$116K
|
+5,232
|
+4%
|
|
|
23
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$2.79M
|
+$105K
|
+4,741
|
+4%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.78M
|
-$508K
|
-22,842
|
-16%
|
|
|
25
|
Evolution Advisers
Richmond,
Virginia
|
$2.73M
|
+$120K
|
+5,395
|
+5%
|
|
