|
1
|
|
$43.8M
|
+$1.57M
|
+69,987
|
+4%
|
|
|
2
|
Bank of New York Mellon
New York
|
$36.5M
|
+$1.19M
|
+52,929
|
+3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.2M
|
+$21.6M
|
+965,028
|
+167%
|
|
|
4
|
First Pacific Financial
Vancouver,
Washington
|
$27.8M
|
+$1.35M
|
+60,458
|
+5%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$20M
|
-$30.9K
|
-1,378
|
-0.2%
|
|
|
6
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$16.9M
|
+$378K
|
+16,880
|
+2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$11M
|
+$501K
|
+22,386
|
+5%
|
|
|
8
|
CGN Advisors
Manhattan,
Kansas
|
$9.41M
|
+$366K
|
+16,362
|
+4%
|
|
|
9
|
Miracle Mile Advisors
Los Angeles,
California
|
$8.91M
|
+$2.42M
|
+107,937
|
+37%
|
|
|
10
|
Westfuller Advisors
New York
|
$7.04M
|
+$45.4K
|
+2,026
|
+0.6%
|
|
|
11
|
Focus Partners Wealth
Boston,
Massachusetts
|
$7.02M
|
+$2.64K
|
+118
|
+0%
|
|
|
12
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$6.27M
|
+$856K
|
+38,204
|
+16%
|
|
|
13
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$6.04M
|
+$30.9K
|
+1,379
|
+0.5%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$5.84M
|
+$109K
|
+4,885
|
+2%
|
|
|
15
|
Perigon Wealth Management
San Francisco,
California
|
$4.53M
|
+$475K
|
+21,225
|
+12%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$4.36M
|
+$235K
|
+10,475
|
+6%
|
|
|
17
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$3.8M
|
-$4.68M
|
-209,034
|
-55%
|
|
|
18
|
Colorado Capital Management
Boulder,
Colorado
|
$3.58M
|
+$156K
|
+6,964
|
+5%
|
|
|
19
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$2.97M
|
+$46.7K
|
+2,087
|
+2%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.96M
|
+$364K
|
+16,250
|
+14%
|
|
|
21
|
Evolution Advisers
Richmond,
Virginia
|
$2.82M
|
+$79.8K
|
+3,562
|
+3%
|
|
|
22
|
Park Avenue Securities
New York
|
$2.81M
|
-$17.9K
|
-799
|
-0.6%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$2.8M
|
+$213K
|
+9,516
|
+8%
|
|
|
24
|
Retirement Capital Strategies
San Jose,
California
|
$2.78M
|
+$81K
|
+3,617
|
+3%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$2.73M
|
+$888K
|
+39,667
|
+48%
|
|
