|
1
|
State Street
Boston,
Massachusetts
|
$58.3M
|
-$20.3M
|
-692,942
|
-27%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$34.9M
|
+$2.5M
|
+85,325
|
+8%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.9M
|
+$757K
|
+25,812
|
+4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$21.6M
|
-$535K
|
-18,217
|
-3%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$20.3M
|
-$123K
|
-4,191
|
-0.6%
|
|
|
6
|
Cetera Advisor Networks
El Segundo,
California
|
$14.9M
|
-$820K
|
-27,953
|
-6%
|
|
|
7
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$14.1M
|
+$161K
|
+5,503
|
+1%
|
|
|
8
|
Commerce Bank
Kansas City,
Missouri
|
$13.8M
|
-$6.58M
|
-224,192
|
-34%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$13.5M
|
-$280K
|
-9,530
|
-2%
|
|
|
10
|
Baystate Wealth Management
Boston,
Massachusetts
|
$13.3M
|
+$397K
|
+13,519
|
+3%
|
|
|
11
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$11.4M
|
+$417K
|
+14,197
|
+4%
|
|
|
12
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$10.5M
|
-$1.08M
|
-36,945
|
-10%
|
|
|
13
|
|
$9.75M
|
+$8.11M
|
+276,372
|
+905%
|
|
|
14
|
Corrigan Financial
Middletown,
Rhode Island
|
$9.72M
|
+$52.6K
|
+1,792
|
+0.6%
|
|
|
15
|
|
$9.23M
|
-$57.5K
|
-1,961
|
-0.7%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$9.16M
|
-$2.22M
|
-75,764
|
-21%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.13M
|
-$65.5K
|
-2,231
|
-1%
|
|
|
18
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$7.02M
|
+$1.88M
|
+64,140
|
+41%
|
|
|
19
|
|
$6.42M
|
+$8.19M
|
+279,111
|
+135%
|
|
|
20
|
Flow Traders U.S.
New York
|
$6.08M
|
+$3.05M
|
+103,775
|
+119%
|
|
|
21
|
CX Institutional
Auburn,
Indiana
|
$5.63M
|
+$121K
|
+4,133
|
+2%
|
|
|
22
|
Park Avenue Securities
New York
|
$5.15M
|
+$281K
|
+9,572
|
+6%
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
$4.89M
|
+$554K
|
+18,869
|
+13%
|
|
|
24
|
Equitable Holdings
New York
|
$4.8M
|
+$245K
|
+8,353
|
+6%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$4.32M
|
+$61.8K
|
+2,105
|
+2%
|
|
