|
1
|
LPL Financial
San Diego,
California
|
$275M
|
+$18.9M
|
+452,097
|
+7%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$143M
|
-$5.49M
|
-131,492
|
-4%
|
|
|
3
|
Principal Securities
Des Moines,
Iowa
|
$54.7M
|
+$202K
|
+4,848
|
+0.4%
|
|
|
4
|
|
$45.7M
|
+$6.73M
|
+161,259
|
+17%
|
|
|
5
|
|
$44.9M
|
+$2.4M
|
+57,495
|
+6%
|
|
|
6
|
|
$42.5M
|
+$1.99M
|
+47,716
|
+5%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$34.2M
|
+$1.79M
|
+42,806
|
+5%
|
|
|
8
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$32.1M
|
+$6.19M
|
+148,297
|
+24%
|
|
|
9
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$9.23M
|
+$6.64M
|
+159,094
|
+252%
|
|
|
10
|
Keebeck Wealth Management
Chicago,
Illinois
|
$7.53M
|
+$700K
|
+16,762
|
+10%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.51M
|
+$96.2K
|
+2,304
|
+1%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$6.18M
|
+$6.22M
|
+148,846
|
New
|
|
|
13
|
Bank of New York Mellon
New York
|
$4.45M
|
+$134K
|
+3,202
|
+3%
|
|
|
14
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$4.01M
|
+$299K
|
+7,155
|
+8%
|
|
|
15
|
David Kennon
Sarasota,
Florida
|
$3.87M
|
+$41.6K
|
+995
|
+1%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.69M
|
+$20.7K
|
+495
|
+0.6%
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.04M
|
+$511K
|
+12,238
|
+20%
|
|
|
18
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$2.87M
|
+$1.69M
|
+40,371
|
+140%
|
|
|
19
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$2.58M
|
+$1.38M
|
+33,023
|
+115%
|
|
|
20
|
CoreCap Advisors
Southfield,
Michigan
|
$2.48M
|
+$408K
|
+9,772
|
+20%
|
|
|
21
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$2.27M
|
-$139K
|
-3,338
|
-6%
|
|
|
22
|
Private Trust Company
Cleveland,
Ohio
|
$2.19M
|
+$60.5K
|
+1,448
|
+3%
|
|
|
23
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2M
|
-$456K
|
-10,928
|
-19%
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.61M
|
+$131K
|
+3,129
|
+9%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$1.51M
|
-$312K
|
-7,460
|
-17%
|
|
