|
1
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$46M
|
-$344K
|
-5,551
|
-0.7%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$40.5M
|
+$2.41M
|
+38,969
|
+6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$36.5M
|
+$3.3M
|
+53,353
|
+10%
|
|
|
4
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$35.9M
|
+$870K
|
+14,054
|
+2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.6M
|
+$650K
|
+10,506
|
+2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$27.4M
|
+$406K
|
+6,555
|
+2%
|
|
|
7
|
|
$26.5M
|
-$3.63M
|
-58,674
|
-12%
|
|
|
8
|
AJ Advisors
Nashville,
Tennessee
|
$15.8M
|
+$143K
|
+2,306
|
+0.9%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$11.5M
|
+$1.03M
|
+16,691
|
+10%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10.1M
|
+$274K
|
+4,427
|
+3%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.1M
|
+$337K
|
+5,442
|
+3%
|
|
|
12
|
|
$9.76M
|
+$1.01M
|
+16,285
|
+12%
|
|
|
13
|
Fiduciary Planning
Englewood,
Florida
|
$7.28M
|
+$118K
|
+1,900
|
+2%
|
|
|
14
|
WealthPLAN Partners
Omaha,
Nebraska
|
$6.13M
|
-$2.8M
|
-45,215
|
-31%
|
|
|
15
|
Fifth Third Securities
Cincinnati,
Ohio
|
$5.56M
|
+$1.79M
|
+28,895
|
+47%
|
|
|
16
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$5.49M
|
+$240K
|
+3,884
|
+5%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.43M
|
+$613K
|
+9,899
|
+13%
|
|
|
18
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$5.43M
|
-$282K
|
-4,557
|
-5%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$5.38M
|
-$238K
|
-3,838
|
-4%
|
|
|
20
|
Cetera Advisors
Denver,
Colorado
|
$5.14M
|
+$162K
|
+2,613
|
+3%
|
|
|
21
|
|
$5.05M
|
-$700K
|
-11,306
|
-12%
|
|
|
22
|
Waterloo Capital
Austin,
Texas
|
$4.79M
|
+$70.9K
|
+1,145
|
+2%
|
|
|
23
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$4.79M
|
+$2.5M
|
+40,308
|
+109%
|
|
|
24
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$4.7M
|
-$1.88M
|
-30,382
|
-29%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.63M
|
+$339K
|
+5,483
|
+8%
|
|
