|
1
|
Bank of New York Mellon
New York
|
$30.1M
|
+$1.27M
|
+26,775
|
+4%
|
|
|
2
|
|
$16.7M
|
+$6.07M
|
+127,758
|
+57%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$10M
|
-$457K
|
-9,615
|
-4%
|
|
|
4
|
Ocean Park Asset Management
Santa Monica,
California
|
$6.27M
|
–
|
–
|
–
|
|
|
5
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$6.15M
|
+$3.09M
|
+65,031
|
+102%
|
|
|
6
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$4.81M
|
+$2M
|
+42,110
|
+71%
|
|
|
7
|
|
$4.81M
|
+$2M
|
+42,121
|
+71%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.73M
|
+$396K
|
+8,339
|
+9%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$3.67M
|
-$3.38M
|
-71,161
|
-48%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$2.88M
|
+$135K
|
+2,829
|
+5%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.8M
|
+$153K
|
+3,210
|
+6%
|
|
|
12
|
Crux Wealth Advisors
Long Beach,
California
|
$2.72M
|
+$85.7K
|
+1,802
|
+3%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$2.15M
|
-$47.5K
|
-999
|
-2%
|
|
|
14
|
Sellwood Investment Partners
Portland,
Oregon
|
$1.2M
|
+$102K
|
+2,155
|
+9%
|
|
|
15
|
|
$1M
|
+$1M
|
+21,071
|
New
|
|
|
16
|
Symphony Financial
Houston,
Texas
|
$992K
|
+$72.9K
|
+1,533
|
+8%
|
|
|
17
|
GTS Securities
Miami,
Florida
|
$914K
|
-$174K
|
-3,666
|
-16%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$784K
|
–
|
–
|
–
|
|
|
19
|
Rockefeller Capital Management
New York
|
$676K
|
+$86.2K
|
+1,812
|
+15%
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$587K
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$460K
|
+$10.7K
|
+225
|
+2%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$316K
|
+$33.2K
|
+698
|
+12%
|
|
|
23
|
Global View Capital Management
Waukesha,
Wisconsin
|
$295K
|
-$17.8K
|
-375
|
-6%
|
|
|
24
|
Fifth Third Securities
Cincinnati,
Ohio
|
$263K
|
-$2.09K
|
-44
|
-0.8%
|
|
|
25
|
RPOA Advisors
Plano,
Texas
|
$215K
|
-$86.6K
|
-1,822
|
-29%
|
|
