|
1
|
LPL Financial
San Diego,
California
|
$32.6M
|
+$927K
|
+28,892
|
+3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.4M
|
-$12.2K
|
-381
|
-0%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$21.6M
|
-$122K
|
-3,813
|
-0.6%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$18.3M
|
-$17.7K
|
-552
|
-0.1%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$16M
|
+$21.2K
|
+662
|
+0.1%
|
|
|
6
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$15.9M
|
+$691K
|
+21,552
|
+4%
|
|
|
7
|
Commerce Bank
Kansas City,
Missouri
|
$13.9M
|
-$736K
|
-22,945
|
-5%
|
|
|
8
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$13.5M
|
-$179K
|
-5,588
|
-1%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.8M
|
+$1.01M
|
+31,570
|
+8%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$12.3M
|
-$421K
|
-13,133
|
-3%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$10.8M
|
+$23.5K
|
+732
|
+0.2%
|
|
|
12
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$10.6M
|
+$1.99M
|
+61,981
|
+23%
|
|
|
13
|
Corrigan Financial
Middletown,
Rhode Island
|
$9.8M
|
–
|
–
|
–
|
|
|
14
|
|
$9.07M
|
-$187K
|
-5,839
|
-2%
|
|
|
15
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$8.9M
|
-$1.69M
|
-52,752
|
-16%
|
|
|
16
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$8.37M
|
-$1.04M
|
-32,374
|
-11%
|
|
|
17
|
TownSquare Capital
Provo,
Utah
|
$7.72M
|
+$3.34M
|
+104,132
|
+75%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.74M
|
-$300K
|
-9,357
|
-4%
|
|
|
19
|
|
$5.94M
|
-$65.6K
|
-2,044
|
-1%
|
|
|
20
|
Park Avenue Securities
New York
|
$5.8M
|
+$296K
|
+9,231
|
+5%
|
|
|
21
|
Equitable Holdings
New York
|
$5.63M
|
+$394K
|
+12,285
|
+7%
|
|
|
22
|
CX Institutional
Auburn,
Indiana
|
$5.63M
|
–
|
–
|
–
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$4.56M
|
+$4.12M
|
+128,450
|
+836%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$4.52M
|
+$269K
|
+8,397
|
+6%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.45M
|
+$291K
|
+9,081
|
+7%
|
|
