|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$59.1M
|
+$2.05M
|
+75,251
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$48.4M
|
-$1.66M
|
-60,801
|
-3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$43.8M
|
-$167K
|
-6,145
|
-0.4%
|
|
|
4
|
|
$39M
|
-$6.47M
|
-237,469
|
-15%
|
|
|
5
|
|
$23.5M
|
-$5.76M
|
-211,473
|
-20%
|
|
|
6
|
Beacon Financial Group
Dallas,
Texas
|
$20.2M
|
-$6.03M
|
-221,118
|
-23%
|
|
|
7
|
MML Investors Services
Springfield,
Massachusetts
|
$18.2M
|
+$146K
|
+5,349
|
+0.8%
|
|
|
8
|
Midwest Capital Advisors
Grand Rapids,
Michigan
|
$18.1M
|
-$7.36M
|
-270,171
|
-29%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.3M
|
-$6.6M
|
-242,042
|
-28%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$16.7M
|
+$2.61M
|
+95,774
|
+19%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$15.4M
|
+$20.4K
|
+748
|
+0.1%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$14.6M
|
-$36K
|
-1,322
|
-0.3%
|
|
|
13
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$14.1M
|
+$608K
|
+22,315
|
+5%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.9M
|
-$840K
|
-30,841
|
-6%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$10M
|
-$8.72M
|
-320,167
|
-47%
|
|
|
16
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$9.8M
|
–
|
–
|
–
|
|
|
17
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$7.94M
|
+$431K
|
+15,811
|
+6%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$7.55M
|
-$41.1K
|
-1,507
|
-0.6%
|
|
|
19
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$7.24M
|
+$365K
|
+13,392
|
+5%
|
|
|
20
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$5.98M
|
+$4.58M
|
+168,238
|
+369%
|
|
|
21
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$5.59M
|
+$466K
|
+17,108
|
+9%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$4.48M
|
-$63.4K
|
-2,325
|
-1%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$4.41M
|
-$223K
|
-8,166
|
-5%
|
|
|
24
|
Diversify Advisory Services
Sandy,
Utah
|
$4.06M
|
+$3.24M
|
+118,974
|
+489%
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
$3.79M
|
-$271K
|
-9,953
|
-7%
|
|
