|
1
|
|
$142M
|
-$7.19M
|
-137,274
|
-5%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$68.3M
|
-$944K
|
-18,039
|
-1%
|
|
|
3
|
Manning & Napier Group
Fairport,
New York
|
$11.1M
|
–
|
–
|
–
|
|
|
4
|
LPL Financial
San Diego,
California
|
$11M
|
-$25.8K
|
-492
|
-0.2%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$11M
|
+$11.4M
|
+217,186
|
New
|
|
|
6
|
|
$8.57M
|
-$1.63M
|
-31,198
|
-16%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$8.43M
|
+$5.95M
|
+113,608
|
+223%
|
|
|
8
|
Stephens Inc
Little Rock,
Arkansas
|
$7.08M
|
+$785K
|
+15,000
|
+12%
|
|
|
9
|
|
$5.45M
|
+$5.13M
|
+97,984
|
+1,168%
|
|
|
10
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$5.39M
|
+$5.51M
|
+105,284
|
New
|
|
|
11
|
CX Institutional
Auburn,
Indiana
|
$4.91M
|
+$2.94M
|
+56,120
|
+141%
|
|
|
12
|
|
$4.07M
|
+$1.51M
|
+28,801
|
+57%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$2.9M
|
-$3.24M
|
-61,854
|
-52%
|
|
|
14
|
Acima Private Wealth
Richmond,
Virginia
|
$2.52M
|
+$475K
|
+9,069
|
+23%
|
|
|
15
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.72M
|
+$1.02M
|
+19,442
|
+139%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.53M
|
-$70K
|
-1,337
|
-4%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$1.18M
|
+$1.21M
|
+23,110
|
New
|
|
|
18
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$1.18M
|
-$176K
|
-3,365
|
-13%
|
|
|
19
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.12M
|
+$1.15M
|
+21,916
|
New
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$1.08M
|
-$271K
|
-5,180
|
-20%
|
|
|
21
|
Foresight Wealth Management
Draper,
Utah
|
$908K
|
-$357K
|
-6,816
|
-28%
|
|
|
22
|
ETrade Capital Management
Arlington,
Virginia
|
$865K
|
+$884K
|
+16,881
|
New
|
|
|
23
|
SkyOak Wealth
Southfield,
Michigan
|
$679K
|
-$13.1K
|
-250
|
-2%
|
|
|
24
|
Executive Wealth Management
Brighton,
Michigan
|
$658K
|
-$54.8M
|
-1,047,684
|
-99%
|
|
|
25
|
Financial Advocates Investment Management
Olympia,
Washington
|
$411K
|
-$2.82M
|
-53,910
|
-87%
|
|
