|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.5M
|
+$4.72M
|
+84,876
|
+592%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.73M
|
+$4.7M
|
+84,609
|
+10,331%
|
|
|
3
|
BMS Financial Advisors
Rapid City,
South Dakota
|
$3.84M
|
+$3.85M
|
+69,353
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$3.18M
|
-$65.6K
|
-1,180
|
-2%
|
|
|
5
|
Appleton Partners
Boston,
Massachusetts
|
$1.93M
|
-$665K
|
-11,967
|
-26%
|
|
|
6
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.56M
|
+$2.85M
|
+51,363
|
New
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$1.25M
|
+$459K
|
+8,257
|
+58%
|
|
|
8
|
|
$939K
|
+$125K
|
+2,252
|
+15%
|
|
|
9
|
Cabot Wealth Management
Salem,
Massachusetts
|
$822K
|
+$49.1K
|
+883
|
+6%
|
|
|
10
|
Advisory Services Network
Atlanta,
Georgia
|
$784K
|
+$786K
|
+14,145
|
New
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$761K
|
+$14K
|
+252
|
+2%
|
|
|
12
|
Aspiriant LLC
Los Angeles,
California
|
$737K
|
-$60.4K
|
-1,087
|
-8%
|
|
|
13
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$680K
|
-$85.8K
|
-1,544
|
-11%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$546K
|
+$1.11K
|
+20
|
+0.2%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$532K
|
+$16.1K
|
+289
|
+3%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$484K
|
-$495K
|
-8,905
|
-51%
|
|
|
17
|
Lutz Financial Services
Omaha,
Nebraska
|
$284K
|
–
|
–
|
–
|
|
|
18
|
KWB Wealth
Redlands,
California
|
$242K
|
–
|
–
|
–
|
|
|
19
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$236K
|
-$778
|
-14
|
-0.3%
|
|
|
20
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$217K
|
-$444
|
-8
|
-0.2%
|
|
|
21
|
Asset Dedication LLC
San Francisco,
California
|
$106K
|
–
|
–
|
–
|
|
|
22
|
Geneos Wealth Management
Englewood,
Colorado
|
$85.3K
|
+$1.11K
|
+20
|
+1%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20K
|
-$1.11K
|
-20
|
-5%
|
|
|
24
|
Raleigh Capital Management
Cary,
North Carolina
|
$15.5K
|
+$15.5K
|
+279
|
New
|
|
|
25
|
Advisornet Financial
Minnetonka,
Minnesota
|
$8.81K
|
–
|
–
|
–
|
|
