|
1
|
|
$42.5M
|
+$7.27M
|
+323,691
|
+21%
|
|
|
2
|
Bank of New York Mellon
New York
|
$35.6M
|
+$14M
|
+621,766
|
+64%
|
|
|
3
|
First Pacific Financial
Vancouver,
Washington
|
$26.6M
|
+$2.39M
|
+106,292
|
+10%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$20.2M
|
+$893K
|
+39,759
|
+5%
|
|
|
5
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$18.4M
|
-$26.1K
|
-1,161
|
-0.1%
|
|
|
6
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$16.6M
|
+$12.3M
|
+547,150
|
+278%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.9M
|
+$263K
|
+11,707
|
+2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$10.6M
|
+$1.47M
|
+65,310
|
+16%
|
|
|
9
|
CGN Advisors
Manhattan,
Kansas
|
$9.11M
|
+$750K
|
+33,354
|
+9%
|
|
|
10
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$8.5M
|
-$648K
|
-28,855
|
-7%
|
|
|
11
|
Focus Partners Wealth
Boston,
Massachusetts
|
$7.06M
|
-$1.73M
|
-77,034
|
-20%
|
|
|
12
|
Westfuller Advisors
New York
|
$7.04M
|
+$93K
|
+4,137
|
+1%
|
|
|
13
|
Miracle Mile Advisors
Los Angeles,
California
|
$6.56M
|
+$280K
|
+12,440
|
+4%
|
|
|
14
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$6.04M
|
+$629K
|
+28,008
|
+12%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$5.77M
|
+$469K
|
+20,889
|
+9%
|
|
|
16
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$5.46M
|
-$698K
|
-31,061
|
-11%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$4.15M
|
+$268K
|
+11,928
|
+7%
|
|
|
18
|
Perigon Wealth Management
San Francisco,
California
|
$4.09M
|
+$1.08M
|
+48,004
|
+36%
|
|
|
19
|
Colorado Capital Management
Boulder,
Colorado
|
$3.44M
|
-$10.8K
|
-481
|
-0.3%
|
|
|
20
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$2.95M
|
+$173K
|
+7,705
|
+6%
|
|
|
21
|
Park Avenue Securities
New York
|
$2.85M
|
-$24K
|
-1,070
|
-0.8%
|
|
|
22
|
Evolution Advisers
Richmond,
Virginia
|
$2.76M
|
+$49.2K
|
+2,191
|
+2%
|
|
|
23
|
Retirement Capital Strategies
San Jose,
California
|
$2.72M
|
+$316K
|
+14,059
|
+13%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.62M
|
-$149K
|
-6,641
|
-5%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$2.61M
|
+$97.5K
|
+4,340
|
+4%
|
|
