|
1
|
LPL Financial
San Diego,
California
|
$33.1M
|
+$1.09M
|
+33,710
|
+3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.8M
|
+$1.97M
|
+60,959
|
+8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$20.9M
|
-$3.68K
|
-114
|
-0%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$17.8M
|
+$570K
|
+17,676
|
+3%
|
|
|
5
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$16M
|
+$501K
|
+15,509
|
+3%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$15.7M
|
+$20K
|
+620
|
+0.1%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$14M
|
+$1.27M
|
+39,249
|
+10%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.2M
|
+$565K
|
+17,521
|
+4%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$10.7M
|
-$811K
|
-25,128
|
-7%
|
|
|
10
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$10.2M
|
-$2.49M
|
-77,248
|
-19%
|
|
|
11
|
Commerce Bank
Kansas City,
Missouri
|
$9.92M
|
-$3.67M
|
-113,735
|
-26%
|
|
|
12
|
Corrigan Financial
Middletown,
Rhode Island
|
$9.25M
|
+$48.1K
|
+1,491
|
+0.5%
|
|
|
13
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$8.99M
|
-$31.5K
|
-976
|
-0.3%
|
|
|
14
|
|
$8.69M
|
-$159K
|
-4,918
|
-2%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$8.16M
|
-$9.55K
|
-296
|
-0.1%
|
|
|
16
|
TownSquare Capital
Provo,
Utah
|
$7.61M
|
+$107K
|
+3,323
|
+1%
|
|
|
17
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$7.32M
|
-$465K
|
-14,409
|
-6%
|
|
|
18
|
Equitable Holdings
New York
|
$6.42M
|
+$604K
|
+18,716
|
+10%
|
|
|
19
|
Park Avenue Securities
New York
|
$6.33M
|
+$477K
|
+14,774
|
+8%
|
|
|
20
|
|
$5.73M
|
-$112K
|
-3,470
|
-2%
|
|
|
21
|
CX Institutional
Auburn,
Indiana
|
$5.5M
|
–
|
–
|
–
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$4.33M
|
-$20.8K
|
-643
|
-0.5%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$4.32M
|
+$8.59K
|
+266
|
+0.2%
|
|
|
24
|
Modera Wealth Management
Westwood,
New Jersey
|
$4.27M
|
+$3.86M
|
+119,524
|
+653%
|
|
|
25
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$4.1M
|
-$17.7K
|
-548
|
-0.4%
|
|
