|
1
|
LPL Financial
San Diego,
California
|
$40.5M
|
+$4.55M
|
+91,455
|
+12%
|
|
|
2
|
|
$37.2M
|
+$3.4M
|
+68,394
|
+10%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.7M
|
-$160K
|
-3,210
|
-0.9%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$15.7M
|
+$15.9M
|
+319,482
|
New
|
|
|
5
|
Private Advisor Group
Morristown,
New Jersey
|
$10.6M
|
-$4.25M
|
-85,564
|
-28%
|
|
|
6
|
|
$6.83M
|
+$334K
|
+6,717
|
+5%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.33M
|
+$1.05M
|
+21,162
|
+20%
|
|
|
8
|
Principal Securities
Des Moines,
Iowa
|
$6.08M
|
+$225K
|
+4,518
|
+4%
|
|
|
9
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$3.82M
|
+$813K
|
+16,353
|
+27%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$2.71M
|
+$2.56M
|
+51,556
|
+1,444%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$1.66M
|
-$266K
|
-5,346
|
-14%
|
|
|
12
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.63M
|
+$982K
|
+19,752
|
+148%
|
|
|
13
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.61M
|
+$1.14M
|
+23,019
|
+237%
|
|
|
14
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$1.41M
|
+$934K
|
+18,793
|
+193%
|
|
|
15
|
Lifetime Wealth Management
Rockwall,
Texas
|
$1.01M
|
+$1.02M
|
+20,495
|
New
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$896K
|
+$545K
|
+10,955
|
+151%
|
|
|
17
|
Keebeck Wealth Management
Chicago,
Illinois
|
$868K
|
+$59.8K
|
+1,203
|
+7%
|
|
|
18
|
CoreCap Advisors
Southfield,
Michigan
|
$857K
|
+$31.5K
|
+633
|
+4%
|
|
|
19
|
|
$591K
|
-$194K
|
-3,906
|
-24%
|
|
|
20
|
Bank of New York Mellon
New York
|
$539K
|
+$21.9K
|
+440
|
+4%
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$524K
|
+$58.8K
|
+1,182
|
+12%
|
|
|
22
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$441K
|
+$51.9K
|
+1,045
|
+13%
|
|
|
23
|
Catalyst Private Wealth
San Mateo,
California
|
$295K
|
–
|
–
|
–
|
|
|
24
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$251K
|
+$4.37K
|
+88
|
+2%
|
|
|
25
|
Private Trust Company
Cleveland,
Ohio
|
$244K
|
+$23K
|
+463
|
+10%
|
|
