|
1
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$69.2M
|
+$5.57M
|
+64,000
|
+11%
|
|
|
2
|
Dale Q Rice Investment Management
Vancouver,
Washington
|
$47.8M
|
+$960K
|
+11,035
|
+2%
|
|
|
3
|
Mariner
Overland Park,
Kansas
|
$9.11M
|
-$318M
|
-3,657,448
|
-30%
|
|
|
4
|
Dedeker Financial
St. Louis Park,
Minnesota
|
$8.94M
|
-$393K
|
-4,520
|
-5%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$8.52M
|
+$7.11M
|
+81,681
|
New
|
|
|
6
|
William Blair & Company
Chicago,
Illinois
|
$6.07M
|
-$19.6K
|
-225
|
-0.4%
|
|
|
7
|
HUB Investment Partners
Austin,
Texas
|
$2.63M
|
+$2.87K
|
+33
|
+0.1%
|
|
|
8
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$2.59M
|
–
|
–
|
–
|
|
|
9
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$2.58M
|
-$2.11M
|
-24,203
|
-49%
|
|
|
10
|
Simplicity Wealth
Summit,
New Jersey
|
$2.17M
|
+$1.81M
|
+20,821
|
New
|
|
|
11
|
Beaton Management Company
Haverhill,
Massachusetts
|
$2.03M
|
-$131K
|
-1,500
|
-7%
|
|
|
12
|
Quantinno Capital Management
New York
|
$1.77M
|
-$406K
|
-4,662
|
-22%
|
|
|
13
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.59M
|
-$396K
|
-4,552
|
-23%
|
|
|
14
|
Chung Wu Investment Group
Sugar Land,
Texas
|
$1.5M
|
+$35.7K
|
+410
|
+3%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.41M
|
+$37.7K
|
+433
|
+3%
|
|
|
16
|
Morse Asset Management
Darien,
Connecticut
|
$1.4M
|
-$378K
|
-4,350
|
-25%
|
|
|
17
|
Client First Investment Management
West Bend,
Wisconsin
|
$1.12M
|
+$936K
|
+10,756
|
New
|
|
|
18
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$1.09M
|
+$13.1K
|
+150
|
+1%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$1.09M
|
+$84.6K
|
+972
|
+10%
|
|
|
20
|
Farther Finance Advisors
San Francisco,
California
|
$1.03M
|
+$229K
|
+2,634
|
+36%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.02M
|
-$335K
|
-3,852
|
-28%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$982K
|
+$820K
|
+9,421
|
New
|
|
|
23
|
Valeo Financial Advisors
Carmel,
Indiana
|
$959K
|
–
|
–
|
–
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$809K
|
-$40.6K
|
-467
|
-5%
|
|
|
25
|
|
$729K
|
-$415K
|
-4,765
|
-41%
|
|
