|
1
|
Bank of New York Mellon
New York
|
$97M
|
-$63.5M
|
-2,279,025
|
-39%
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$74.4M
|
+$2.27M
|
+81,306
|
+3%
|
|
|
3
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$57.7M
|
-$763K
|
-27,378
|
-1%
|
|
|
4
|
Zhang Financial
Portage,
Michigan
|
$15.8M
|
+$111K
|
+3,996
|
+0.7%
|
|
|
5
|
WealthBridge Capital Management
Westerville,
Ohio
|
$4.95M
|
+$490K
|
+17,595
|
+11%
|
|
|
6
|
DZ Bank
Frankfurt Am Main,
Germany
|
$3.23M
|
+$3.34M
|
+119,793
|
New
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.17M
|
+$1.27M
|
+45,717
|
+64%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$3M
|
+$83.9K
|
+3,012
|
+3%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$2.83M
|
+$1.41M
|
+50,538
|
+93%
|
|
|
10
|
Advisors Preferred
Rockville,
Maryland
|
$1.84M
|
+$1.9M
|
+68,079
|
New
|
|
|
11
|
|
$1.67M
|
+$1.72M
|
+61,800
|
+27,467%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$1.41M
|
+$19.2K
|
+690
|
+1%
|
|
|
13
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$1.16M
|
+$1.2M
|
+42,900
|
New
|
|
|
14
|
Fort Point Capital Partners
San Francisco,
California
|
$1.03M
|
+$6.1K
|
+219
|
+0.6%
|
|
|
15
|
Pinnacle Wealth Management
Roseville,
California
|
$976K
|
-$57.2K
|
-2,052
|
-5%
|
|
|
16
|
Marshall Wace
London,
United Kingdom
|
$910K
|
+$940K
|
+33,720
|
New
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$823K
|
+$850K
|
+30,492
|
New
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$798K
|
-$250K
|
-8,979
|
-23%
|
|
|
19
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$777K
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$667K
|
+$409K
|
+14,664
|
+146%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$610K
|
+$14.6K
|
+525
|
+2%
|
|
|
22
|
Atria Wealth Solutions
New York
|
$590K
|
+$228K
|
+8,190
|
+60%
|
|
|
23
|
|
$544K
|
–
|
–
|
–
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$508K
|
+$17.6K
|
+630
|
+3%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$422K
|
-$25.9K
|
-930
|
-6%
|
|
