|
1
|
|
$800M
|
-$37.6M
|
-506,415
|
-5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$80.1M
|
+$6.1M
|
+82,114
|
+8%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$41.3M
|
+$2.43M
|
+32,714
|
+6%
|
|
|
4
|
|
$19.9M
|
+$8.62M
|
+116,008
|
+78%
|
|
|
5
|
Principal Securities
Des Moines,
Iowa
|
$15M
|
+$981K
|
+13,203
|
+7%
|
|
|
6
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$14M
|
+$732K
|
+9,848
|
+6%
|
|
|
7
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$13.9M
|
+$975K
|
+13,122
|
+8%
|
|
|
8
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$10.4M
|
+$783K
|
+10,545
|
+8%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$10M
|
-$1.4M
|
-18,800
|
-12%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.31M
|
+$316K
|
+4,257
|
+4%
|
|
|
11
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$7.28M
|
+$3.07M
|
+41,316
|
+74%
|
|
|
12
|
|
$4.44M
|
-$94K
|
-1,266
|
-2%
|
|
|
13
|
Security Financial Services
Fort Wayne,
Indiana
|
$4.13M
|
-$17K
|
-229
|
-0.4%
|
|
|
14
|
Drive Wealth Management
Lehi,
Utah
|
$4.12M
|
-$42K
|
-566
|
-1%
|
|
|
15
|
Keebeck Wealth Management
Chicago,
Illinois
|
$3.52M
|
+$39.8K
|
+536
|
+1%
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.96M
|
+$250K
|
+3,363
|
+15%
|
|
|
17
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$1.17M
|
+$55K
|
+740
|
+5%
|
|
|
18
|
CoreCap Advisors
Southfield,
Michigan
|
$1.06M
|
+$665K
|
+8,952
|
+171%
|
|
|
19
|
Bank of New York Mellon
New York
|
$1.02M
|
+$29.9K
|
+403
|
+3%
|
|
|
20
|
|
$991K
|
-$6.55M
|
-88,121
|
-87%
|
|
|
21
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$939K
|
-$41.2K
|
-555
|
-4%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$875K
|
+$865K
|
+11,650
|
New
|
|
|
23
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$870K
|
+$860K
|
+11,583
|
New
|
|
|
24
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$721K
|
+$34.3K
|
+462
|
+5%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$710K
|
+$135K
|
+1,818
|
+24%
|
|
