|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$111M
|
+$42.8M
|
+969,267
|
+71%
|
|
|
2
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$89M
|
-$47.2M
|
-1,067,714
|
-36%
|
|
|
3
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$81.1M
|
+$26.8M
|
+605,973
|
+55%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$67.3M
|
+$40.7M
|
+921,631
|
+189%
|
|
|
5
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$39M
|
-$5.98M
|
-135,279
|
-14%
|
|
|
6
|
Trilogy Capital
Irvine,
California
|
$33.9M
|
+$1.5M
|
+34,001
|
+5%
|
|
|
7
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$16.1M
|
+$14.9M
|
+336,361
|
New
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$15.1M
|
+$449K
|
+10,162
|
+3%
|
|
|
9
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$15M
|
+$346K
|
+7,824
|
+3%
|
|
|
10
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$13.6M
|
+$118K
|
+2,661
|
+0.9%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.3M
|
+$12.3M
|
+278,429
|
New
|
|
|
12
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$12.2M
|
-$142K
|
-3,210
|
-1%
|
|
|
13
|
Archford Capital Strategies
Swansea,
Illinois
|
$12M
|
+$76.4K
|
+1,729
|
+0.7%
|
|
|
14
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$11.9M
|
+$121K
|
+2,749
|
+1%
|
|
|
15
|
Insight Wealth Strategies
San Ramon,
California
|
$11.8M
|
+$130K
|
+2,935
|
+1%
|
|
|
16
|
Members Advisory Group
Williamsville,
New York
|
$10.8M
|
+$9.99M
|
+226,079
|
New
|
|
|
17
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$10.7M
|
+$774K
|
+17,525
|
+9%
|
|
|
18
|
Fidelis Capital Partners
Tampa,
Florida
|
$10M
|
+$1.18M
|
+26,716
|
+15%
|
|
|
19
|
Joseph Group Capital Management
Columbus,
Ohio
|
$9.76M
|
+$9.04M
|
+204,561
|
New
|
|
|
20
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$8.77M
|
+$8.11M
|
+183,628
|
New
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$6.89M
|
+$1.58M
|
+35,723
|
+33%
|
|
|
22
|
Krilogy Financial
St. Louis,
Missouri
|
$6.64M
|
–
|
–
|
–
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
$5.53M
|
+$1.25M
|
+28,404
|
+33%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$5.5M
|
+$3.6M
|
+81,431
|
+241%
|
|
|
25
|
Meridian Wealth Management
Lexington,
Kentucky
|
$5.15M
|
+$2.05M
|
+46,417
|
+75%
|
|
