|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$55.5M
|
-$4.97M
|
-188,851
|
-8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$48.8M
|
+$15.3M
|
+582,246
|
+48%
|
|
|
3
|
|
$44.5M
|
-$1.72M
|
-65,361
|
-4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$42.9M
|
-$7.82M
|
-297,097
|
-16%
|
|
|
5
|
|
$28.7M
|
-$24.8K
|
-941
|
-0.1%
|
|
|
6
|
Beacon Financial Group
Dallas,
Texas
|
$25.8M
|
+$3.21M
|
+121,972
|
+15%
|
|
|
7
|
Midwest Capital Advisors
Grand Rapids,
Michigan
|
$25M
|
+$4.44M
|
+168,634
|
+23%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.4M
|
+$363K
|
+13,779
|
+2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$18.5M
|
-$171K
|
-6,503
|
-1%
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$17.6M
|
-$5.99M
|
-227,492
|
-26%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$15M
|
-$2.33M
|
-88,358
|
-14%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.6M
|
-$2.22M
|
-84,383
|
-14%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$14.2M
|
+$5.89M
|
+223,600
|
+75%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.7M
|
-$92.5K
|
-3,513
|
-0.7%
|
|
|
15
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$13.1M
|
+$175K
|
+6,639
|
+1%
|
|
|
16
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$9.55M
|
–
|
–
|
–
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$7.4M
|
-$280K
|
-10,638
|
-4%
|
|
|
18
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$7.1M
|
-$322K
|
-12,211
|
-4%
|
|
|
19
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$6.69M
|
+$112K
|
+4,255
|
+2%
|
|
|
20
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.98M
|
+$842K
|
+31,976
|
+21%
|
|
|
21
|
Graypoint LLC
Albany,
New York
|
$4.73M
|
+$181K
|
+6,867
|
+4%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$4.52M
|
-$70.3K
|
-2,670
|
-2%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$4.46M
|
-$77K
|
-2,923
|
-2%
|
|
|
24
|
|
$4.36M
|
+$4.21M
|
+160,000
|
New
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
$3.97M
|
-$1.96M
|
-74,464
|
-34%
|
|
