|
1
|
|
$579M
|
-$35.4M
|
-652,229
|
-6%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$10.7M
|
+$714K
|
+13,172
|
+8%
|
|
|
3
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$7.12M
|
+$2.06M
|
+37,987
|
+49%
|
|
|
4
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.69M
|
+$1.41M
|
+25,912
|
+39%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.55M
|
+$283K
|
+5,227
|
+8%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$3.87M
|
-$57.5K
|
-1,061
|
-2%
|
|
|
7
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$2.67M
|
+$244K
|
+4,492
|
+12%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.34M
|
-$559K
|
-10,304
|
-21%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.32M
|
+$4.99K
|
+92
|
+0.2%
|
|
|
10
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$2.05M
|
+$1.26M
|
+23,306
|
+233%
|
|
|
11
|
MN Wealth Advisors
Overland Park,
Kansas
|
$1.17M
|
+$1.03M
|
+19,040
|
New
|
|
|
12
|
Bank of New York Mellon
New York
|
$859K
|
+$758K
|
+13,977
|
New
|
|
|
13
|
Park Avenue Securities
New York
|
$696K
|
+$14.4K
|
+265
|
+2%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$446K
|
+$58.2K
|
+1,074
|
+17%
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$384K
|
+$52.8K
|
+973
|
+18%
|
|
|
16
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$306K
|
-$12.4K
|
-229
|
-4%
|
|
|
17
|
CreativeOne Wealth
Overland Park,
Kansas
|
$269K
|
-$66.1K
|
-1,219
|
-22%
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$244K
|
+$215K
|
+3,971
|
New
|
|
|
19
|
GeoWealth Management
Chicago,
Illinois
|
$130K
|
-$19.5K
|
-360
|
-14%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$59.8K
|
+$11.8K
|
+218
|
+29%
|
|
|
21
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$54K
|
+$6.56K
|
+121
|
+16%
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$52.5K
|
+$46.3K
|
+854
|
New
|
|
|
23
|
Private Trust Company
Cleveland,
Ohio
|
$49.9K
|
–
|
–
|
–
|
|
|
24
|
Farther Finance Advisors
San Francisco,
California
|
$45.1K
|
+$1.19K
|
+22
|
+3%
|
|
|
25
|
Richardson Financial Services
Medway,
Massachusetts
|
$30.6K
|
+$27K
|
+497
|
New
|
|
