|
1
|
Columbus Macro
New Castle,
Pennsylvania
|
$10.7M
|
-$88K
|
-3,595
|
-0.8%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.71M
|
-$170K
|
-6,961
|
-2%
|
|
|
3
|
Meridian Wealth Management
Lexington,
Kentucky
|
$8.95M
|
+$1.15M
|
+47,046
|
+15%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.15M
|
-$288K
|
-11,750
|
-3%
|
|
|
5
|
White Wing Wealth Management
The Wodlands,
Texas
|
$7.75M
|
+$290K
|
+11,836
|
+4%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.31M
|
+$123K
|
+5,011
|
+2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$6.89M
|
-$1.48M
|
-60,375
|
-18%
|
|
|
8
|
Modera Wealth Management
Westwood,
New Jersey
|
$5.08M
|
-$10.1K
|
-414
|
-0.2%
|
|
|
9
|
SlateStone Wealth
Jupiter,
Florida
|
$4.83M
|
+$1.08M
|
+44,106
|
+29%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$4.81M
|
+$71K
|
+2,897
|
+2%
|
|
|
11
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$4.42M
|
+$50.8K
|
+2,075
|
+1%
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.88M
|
-$147K
|
-6,004
|
-4%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$3.87M
|
-$220K
|
-8,965
|
-5%
|
|
|
14
|
HM Payson & Co
Portland,
Maine
|
$3.7M
|
–
|
–
|
–
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$3.56M
|
-$17.4K
|
-711
|
-0.5%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$3.28M
|
+$3.26M
|
+133,105
|
New
|
|
|
17
|
Van Strum & Towne
San Francisco,
California
|
$3.13M
|
+$23.7K
|
+967
|
+0.8%
|
|
|
18
|
Essex LLC
Deer Park,
Illinois
|
$3.08M
|
-$87.6K
|
-3,575
|
-3%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$3M
|
-$341K
|
-13,918
|
-10%
|
|
|
20
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$2.94M
|
+$129K
|
+5,277
|
+5%
|
|
|
21
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.86M
|
-$1.5M
|
-61,143
|
-34%
|
|
|
22
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$2.62M
|
-$37.1K
|
-1,513
|
-1%
|
|
|
23
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$2.58M
|
+$689K
|
+28,126
|
+37%
|
|
|
24
|
White & Co Financial Planning
Sunnyside,
Washington
|
$2.56M
|
+$54.4K
|
+2,223
|
+2%
|
|
|
25
|
Matthew Hamilton Rosenberg
|
$2.4M
|
-$175K
|
-7,163
|
-7%
|
|
