|
1
|
LPL Financial
San Diego,
California
|
$35.7M
|
+$1.53M
|
+47,599
|
+4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.8M
|
+$1.14M
|
+35,615
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$19.4M
|
-$2.23M
|
-69,581
|
-10%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$17.3M
|
-$1.04M
|
-32,415
|
-6%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$16.9M
|
+$768K
|
+23,978
|
+5%
|
|
|
6
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$16.4M
|
-$82.7K
|
-2,581
|
-0.5%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$15.3M
|
+$844K
|
+26,327
|
+6%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.9M
|
-$688K
|
-21,488
|
-5%
|
|
|
9
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$10.9M
|
+$379K
|
+11,816
|
+4%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$10.4M
|
-$608K
|
-18,962
|
-5%
|
|
|
11
|
Corrigan Financial
Middletown,
Rhode Island
|
$9.49M
|
-$57.6K
|
-1,798
|
-0.6%
|
|
|
12
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$9.06M
|
-$218K
|
-6,796
|
-2%
|
|
|
13
|
|
$8.51M
|
-$453K
|
-14,131
|
-5%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$8.28M
|
-$138K
|
-4,302
|
-2%
|
|
|
15
|
Commerce Bank
Kansas City,
Missouri
|
$8.2M
|
-$2.04M
|
-63,624
|
-20%
|
|
|
16
|
TownSquare Capital
Provo,
Utah
|
$7.81M
|
-$41.1K
|
-1,283
|
-0.5%
|
|
|
17
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$7.35M
|
-$208K
|
-6,479
|
-3%
|
|
|
18
|
Park Avenue Securities
New York
|
$6.75M
|
+$223K
|
+6,951
|
+3%
|
|
|
19
|
Equitable Holdings
New York
|
$6.17M
|
-$455K
|
-14,201
|
-7%
|
|
|
20
|
|
$5.85M
|
-$64.1K
|
-2,002
|
-1%
|
|
|
21
|
CX Institutional
Auburn,
Indiana
|
$5.67M
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$4.5M
|
+$47.8K
|
+1,492
|
+1%
|
|
|
23
|
Modera Wealth Management
Westwood,
New Jersey
|
$4.4M
|
–
|
–
|
–
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$4.33M
|
-$130K
|
-4,044
|
-3%
|
|
|
25
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$4.21M
|
-$25.4K
|
-792
|
-0.6%
|
|
