|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$54.1M
|
+$2.14M
|
+30,994
|
+4%
|
|
|
2
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$54M
|
-$1.88M
|
-27,210
|
-4%
|
|
|
3
|
|
$6.97M
|
+$2.48M
|
+35,859
|
+61%
|
|
|
4
|
Signify Wealth
Saint Louis,
Missouri
|
$6.37M
|
+$584K
|
+8,454
|
+11%
|
|
|
5
|
GTS Securities
Miami,
Florida
|
$5.48M
|
-$10.1M
|
-146,531
|
-66%
|
|
|
6
|
3EDGE Asset Management
Naples,
Florida
|
$5.09M
|
+$1.86M
|
+26,905
|
+64%
|
|
|
7
|
Procyon Advisors
Shelton,
Connecticut
|
$3.86M
|
+$217K
|
+3,135
|
+6%
|
|
|
8
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$3.7M
|
+$99K
|
+1,433
|
+3%
|
|
|
9
|
Avalon Capital Management
Port Of Redwood City,
California
|
$3.43M
|
+$80.7K
|
+1,168
|
+3%
|
|
|
10
|
Albion Financial Group
Salt Lake City,
Utah
|
$2.92M
|
+$212K
|
+3,074
|
+8%
|
|
|
11
|
Unique Wealth
Clearwater,
Florida
|
$2.41M
|
+$2.25M
|
+32,550
|
New
|
|
|
12
|
Aspiriant LLC
Los Angeles,
California
|
$2.02M
|
+$1.89M
|
+27,350
|
New
|
|
|
13
|
Bellevue Asset Management
Bellevue,
Washington
|
$1.54M
|
-$5.46K
|
-79
|
-0.4%
|
|
|
14
|
TFC Financial Management
Boston,
Massachusetts
|
$1.42M
|
-$476K
|
-6,889
|
-26%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.12M
|
-$81.6K
|
-1,181
|
-7%
|
|
|
16
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.12M
|
-$81.6K
|
-1,181
|
-7%
|
|
|
17
|
TownSquare Capital
Provo,
Utah
|
$1.01M
|
+$23.8K
|
+345
|
+3%
|
|
|
18
|
MGO One Seven
Beachwood,
Ohio
|
$961K
|
-$329K
|
-4,756
|
-27%
|
|
|
19
|
Portside Wealth Group
Provo,
Utah
|
$956K
|
+$3.52K
|
+51
|
+0.4%
|
|
|
20
|
Smart Portfolios LLC
Seattle,
Washington
|
$865K
|
-$24.1K
|
-349
|
-3%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$793K
|
+$741K
|
+10,730
|
New
|
|
|
22
|
Bristlecone Advisors
Bellevue,
Washington
|
$731K
|
+$253K
|
+3,661
|
+59%
|
|
|
23
|
Becker Capital Management
Portland,
Oregon
|
$721K
|
–
|
–
|
–
|
|
|
24
|
Quotient Wealth Partners
Dallas,
Texas
|
$622K
|
+$143K
|
+2,065
|
+33%
|
|
|
25
|
REDW Wealth
Albuquerque,
New Mexico
|
$528K
|
+$124K
|
+1,789
|
+33%
|
|
