|
1
|
American Century Companies
Kansas City,
Missouri
|
$71.2M
|
+$155K
|
+2,970
|
+0.2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$47.8M
|
+$14.7M
|
+280,725
|
+42%
|
|
|
3
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$17.5M
|
+$4.14M
|
+79,111
|
+29%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$12.4M
|
+$12.9M
|
+247,200
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$11.6M
|
+$2.86M
|
+54,629
|
+31%
|
|
|
6
|
ACG Wealth
Atlanta,
Georgia
|
$3.85M
|
-$162K
|
-3,103
|
-4%
|
|
|
7
|
Denver PWM
Denver,
Colorado
|
$3.09M
|
+$43.6K
|
+833
|
+1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$2.31M
|
+$2.07M
|
+39,565
|
+602%
|
|
|
9
|
Brio Consultants
San Francisco,
California
|
$1.78M
|
+$541K
|
+10,351
|
+41%
|
|
|
10
|
|
$1.25M
|
+$10.9K
|
+208
|
+0.8%
|
|
|
11
|
Smith, Moore & Co
Clayton,
Missouri
|
$1.19M
|
+$1.24M
|
+23,680
|
New
|
|
|
12
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.06M
|
-$195K
|
-3,732
|
-15%
|
|
|
13
|
Peak Planning Group
Centennial,
Colorado
|
$1.04M
|
+$1.09M
|
+20,752
|
New
|
|
|
14
|
Synovus Financial
Columbus,
Georgia
|
$846K
|
+$281K
|
+5,376
|
+46%
|
|
|
15
|
IAM Advisory
Easton,
Pennsylvania
|
$653K
|
+$690K
|
+13,190
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$292K
|
-$6.8K
|
-130
|
-2%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$289K
|
+$29.7K
|
+568
|
+11%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$288K
|
+$51.3K
|
+980
|
+21%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$280K
|
+$11.7K
|
+224
|
+4%
|
|
|
20
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$93K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$83K
|
+$12.1K
|
+232
|
+16%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$19K
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5K
|
-$6.12K
|
-117
|
-53%
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$750K
|
-14,441
|
Closed
|
|
