|
1
|
Prudential Financial
Newark,
New Jersey
|
$24M
|
–
|
–
|
–
|
|
|
2
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$5.71M
|
+$2.94M
|
+57,815
|
+107%
|
|
|
3
|
First United Bank & Trust
Oakland,
Maryland
|
$1.16M
|
+$116K
|
+2,285
|
+11%
|
|
|
4
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$612K
|
+$608K
|
+11,950
|
New
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$572K
|
+$570K
|
+11,193
|
New
|
|
|
6
|
|
$444K
|
-$657K
|
-12,906
|
-60%
|
|
|
7
|
Harbour Investments
Madison,
Wisconsin
|
$422K
|
-$333K
|
-6,535
|
-44%
|
|
|
8
|
Landmark Wealth Management (New York)
Melville,
New York
|
$421K
|
+$9.32K
|
+183
|
+2%
|
|
|
9
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$361K
|
+$359K
|
+7,060
|
New
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$307K
|
+$305K
|
+6,000
|
New
|
|
|
11
|
WealthPLAN Partners
Omaha,
Nebraska
|
$300K
|
+$299K
|
+5,875
|
New
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$248K
|
–
|
–
|
–
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$237K
|
+$24.4K
|
+479
|
+12%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$129K
|
+$10.9K
|
+215
|
+9%
|
|
|
15
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.02K
|
–
|
–
|
–
|
|
