|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.39M
|
+$194K
|
+7,906
|
+2%
|
|
|
2
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.36M
|
+$193K
|
+7,868
|
+2%
|
|
|
3
|
TAP Consulting
Kirkwood,
Missouri
|
$8.15M
|
+$429K
|
+17,480
|
+6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$7.58M
|
-$656K
|
-26,728
|
-8%
|
|
|
5
|
Columbus Macro
New Castle,
Pennsylvania
|
$7.31M
|
+$2.13M
|
+86,752
|
+29%
|
|
|
6
|
Meridian Wealth Management
Lexington,
Kentucky
|
$7.26M
|
+$7.18M
|
+292,592
|
New
|
|
|
7
|
White Wing Wealth Management
The Wodlands,
Texas
|
$7M
|
+$243K
|
+9,888
|
+4%
|
|
|
8
|
Modera Wealth Management
Westwood,
New Jersey
|
$5.29M
|
-$71.9K
|
-2,932
|
-1%
|
|
|
9
|
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$4.27M
|
+$131K
|
+5,344
|
+3%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$4.03M
|
-$150K
|
-6,130
|
-4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$3.93M
|
+$383K
|
+15,628
|
+11%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$3.92M
|
+$3.88M
|
+158,002
|
New
|
|
|
13
|
HM Payson & Co
Portland,
Maine
|
$3.72M
|
–
|
–
|
–
|
|
|
14
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$3.61M
|
+$221K
|
+9,024
|
+7%
|
|
|
15
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$3.58M
|
-$35.6K
|
-1,452
|
-1%
|
|
|
16
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.35M
|
+$338K
|
+13,798
|
+11%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.21M
|
+$768K
|
+31,322
|
+32%
|
|
|
18
|
Essex LLC
Deer Park,
Illinois
|
$3.19M
|
–
|
–
|
–
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$3.07M
|
+$439K
|
+17,912
|
+17%
|
|
|
20
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$2.98M
|
+$1.48M
|
+60,388
|
+101%
|
|
|
21
|
SlateStone Wealth
Jupiter,
Florida
|
$2.91M
|
+$2.88M
|
+117,236
|
New
|
|
|
22
|
Matthew Hamilton Rosenberg
|
$2.76M
|
-$23.9K
|
-976
|
-0.9%
|
|
|
23
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$2.64M
|
+$2.61M
|
+106,470
|
New
|
|
|
24
|
Van Strum & Towne
San Francisco,
California
|
$2.62M
|
+$314K
|
+12,800
|
+14%
|
|
|
25
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$1.96M
|
+$210K
|
+8,556
|
+12%
|
|
