|
1
|
LPL Financial
San Diego,
California
|
$35.4M
|
+$281K
|
+8,628
|
+0.8%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.4M
|
+$105K
|
+3,230
|
+0.4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$23M
|
-$166K
|
-5,104
|
-0.8%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$19M
|
-$667K
|
-20,469
|
-4%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$17.3M
|
+$80.6K
|
+2,475
|
+0.5%
|
|
|
6
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$17.1M
|
-$46.7K
|
-1,433
|
-0.3%
|
|
|
7
|
Commerce Bank
Kansas City,
Missouri
|
$14.8M
|
-$102K
|
-3,140
|
-0.7%
|
|
|
8
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$14.1M
|
+$2.55M
|
+78,174
|
+23%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.9M
|
+$131K
|
+4,020
|
+1%
|
|
|
10
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$13.9M
|
-$596K
|
-18,290
|
-4%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$12.7M
|
-$573K
|
-17,593
|
-5%
|
|
|
12
|
Corrigan Financial
Middletown,
Rhode Island
|
$10.1M
|
-$145K
|
-4,453
|
-1%
|
|
|
13
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$9.94M
|
+$896K
|
+27,502
|
+10%
|
|
|
14
|
|
$9.74M
|
-$15.6K
|
-479
|
-0.2%
|
|
|
15
|
|
$9.26M
|
+$8.84M
|
+271,178
|
New
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$9M
|
-$2.51M
|
-76,912
|
-23%
|
|
|
17
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$8.56M
|
-$962K
|
-29,537
|
-11%
|
|
|
18
|
TownSquare Capital
Provo,
Utah
|
$8.27M
|
-$28.2K
|
-866
|
-0.4%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.95M
|
-$285K
|
-8,743
|
-4%
|
|
|
20
|
Park Avenue Securities
New York
|
$6.47M
|
+$221K
|
+6,776
|
+4%
|
|
|
21
|
Equitable Holdings
New York
|
$6.43M
|
+$360K
|
+11,041
|
+6%
|
|
|
22
|
|
$6.43M
|
+$40.7K
|
+1,249
|
+0.7%
|
|
|
23
|
CX Institutional
Auburn,
Indiana
|
$6.06M
|
–
|
–
|
–
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$4.79M
|
-$115K
|
-3,538
|
-2%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$4.74M
|
-$115K
|
-3,522
|
-2%
|
|
