|
1
|
State Street
Boston,
Massachusetts
|
$73.7M
|
-$602K
|
-19,705
|
-0.8%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$29.5M
|
+$3.81M
|
+124,740
|
+14%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.2M
|
-$1.51M
|
-49,546
|
-6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$20.4M
|
-$421K
|
-13,774
|
-2%
|
|
|
5
|
Commerce Bank
Kansas City,
Missouri
|
$19.2M
|
-$738K
|
-24,150
|
-4%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$18.8M
|
+$369K
|
+12,094
|
+2%
|
|
|
7
|
Cetera Advisor Networks
El Segundo,
California
|
$14.4M
|
+$14.9M
|
+488,650
|
+6,776%
|
|
|
8
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$12.8M
|
+$1.04M
|
+34,101
|
+8%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$12.7M
|
-$311K
|
-10,194
|
-2%
|
|
|
10
|
Baystate Wealth Management
Boston,
Massachusetts
|
$11.9M
|
+$490K
|
+16,054
|
+4%
|
|
|
11
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$10.7M
|
+$11.2M
|
+367,848
|
New
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$10.6M
|
+$439K
|
+14,367
|
+4%
|
|
|
13
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$10.1M
|
-$2.51M
|
-82,291
|
-19%
|
|
|
14
|
Corrigan Financial
Middletown,
Rhode Island
|
$8.87M
|
-$111K
|
-3,633
|
-1%
|
|
|
15
|
|
$8.53M
|
-$1.2M
|
-39,188
|
-12%
|
|
|
16
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$8.19M
|
+$1.26M
|
+41,382
|
+17%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.61M
|
+$2.55M
|
+83,540
|
+58%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.61M
|
-$85.4K
|
-2,794
|
-1%
|
|
|
19
|
|
$6.03M
|
-$566K
|
-18,540
|
-8%
|
|
|
20
|
CX Institutional
Auburn,
Indiana
|
$5.05M
|
–
|
–
|
–
|
|
|
21
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.57M
|
+$4.79M
|
+156,934
|
New
|
|
|
22
|
Park Avenue Securities
New York
|
$4.45M
|
+$505K
|
+16,543
|
+12%
|
|
|
23
|
Annapolis Financial Services
Annapolis,
Maryland
|
$4.43M
|
-$5.35K
|
-175
|
-0.1%
|
|
|
24
|
Equitable Holdings
New York
|
$4.16M
|
+$501K
|
+16,388
|
+13%
|
|
|
25
|
AE Wealth Management
Topeka,
Kansas
|
$4.07M
|
+$288K
|
+9,433
|
+7%
|
|
