|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$142M
|
-$3.46M
|
-75,945
|
-2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$98.3M
|
-$11M
|
-242,141
|
-10%
|
|
|
3
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$86.6M
|
–
|
–
|
–
|
|
|
4
|
|
$68.9M
|
+$4.25M
|
+93,324
|
+6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$53.6M
|
+$6.06M
|
+132,947
|
+13%
|
|
|
6
|
Stratos Investment Management
Beachwood,
Ohio
|
$53.1M
|
+$1.72M
|
+37,718
|
+3%
|
|
|
7
|
|
$48.4M
|
+$13.1M
|
+288,323
|
+37%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$35.7M
|
+$55.2K
|
+1,211
|
+0.2%
|
|
|
9
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$35.3M
|
-$4.92M
|
-107,899
|
-12%
|
|
|
10
|
Equitable Holdings
New York
|
$33.3M
|
+$33.3M
|
+729,956
|
New
|
|
|
11
|
|
$33.2M
|
+$6.68M
|
+146,449
|
+25%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$30M
|
-$7.32M
|
-160,476
|
-19%
|
|
|
13
|
Waller Financial Planning Group
Columbus,
Ohio
|
$27.6M
|
+$1.52M
|
+33,402
|
+6%
|
|
|
14
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$26.6M
|
-$5.65M
|
-124,013
|
-17%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$25.1M
|
-$14M
|
-306,863
|
-36%
|
|
|
16
|
Merit Financial Group
Alpharetta,
Georgia
|
$23.7M
|
+$2.78M
|
+61,010
|
+13%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$21.9M
|
-$837K
|
-18,364
|
-4%
|
|
|
18
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$19.1M
|
-$6.59M
|
-144,554
|
-25%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18.7M
|
-$5.29M
|
-115,970
|
-22%
|
|
|
20
|
Dorval Corp
Maple Grove,
Minnesota
|
$18M
|
+$4.11M
|
+90,085
|
+29%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$17.8M
|
-$3.18M
|
-69,722
|
-15%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$15.4M
|
+$1.8M
|
+39,410
|
+13%
|
|
|
23
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$14.8M
|
-$3.96M
|
-86,914
|
-21%
|
|
|
24
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$12.2M
|
+$3.91M
|
+85,743
|
+46%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$11.9M
|
-$2.72M
|
-59,691
|
-18%
|
|
