|
1
|
Neuberger Berman Group
New York
|
$218M
|
+$4.32M
|
+166,573
|
+2%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$38.3M
|
-$270K
|
-10,432
|
-0.7%
|
|
|
3
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$29M
|
-$8.15M
|
-314,568
|
-22%
|
|
|
4
|
|
$13.1M
|
+$12.9M
|
+497,385
|
New
|
|
|
5
|
MML Investors Services
Springfield,
Massachusetts
|
$11.5M
|
-$4.9M
|
-189,190
|
-30%
|
|
|
6
|
Marquette Associates
Chicago,
Illinois
|
$8.21M
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$4.93M
|
-$37.5K
|
-1,447
|
-0.8%
|
|
|
8
|
HB Wealth Management
Atlanta,
Georgia
|
$2.94M
|
+$2.89M
|
+111,697
|
New
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$1.73M
|
+$132K
|
+5,089
|
+8%
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$938K
|
+$506K
|
+19,547
|
+121%
|
|
|
11
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$607K
|
-$54.4K
|
-2,098
|
-8%
|
|
|
12
|
TFB Advisors
Overland Park,
Kansas
|
$534K
|
–
|
–
|
–
|
|
|
13
|
Farther Finance Advisors
San Francisco,
California
|
$395K
|
+$5.6K
|
+216
|
+1%
|
|
|
14
|
IHT Wealth Management
Chicago,
Illinois
|
$364K
|
-$177K
|
-6,833
|
-33%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$347K
|
+$337K
|
+13,026
|
+7,991%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$317K
|
-$15.2M
|
-588,509
|
-98%
|
|
|
17
|
SageView Advisory Group
Newport Beach,
California
|
$315K
|
+$310K
|
+11,971
|
New
|
|
|
18
|
|
$310K
|
-$244K
|
-9,409
|
-44%
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$280K
|
–
|
–
|
–
|
|
|
20
|
Equitable Holdings
New York
|
$276K
|
+$1.55K
|
+60
|
+0.6%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$267K
|
+$263K
|
+10,162
|
New
|
|
|
22
|
Summit Trail Advisors
New York
|
$209K
|
–
|
–
|
–
|
|
|
23
|
Allworth Financial
Folsom,
California
|
$93.7K
|
–
|
–
|
–
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$76.5K
|
-$2.77K
|
-107
|
-4%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$47K
|
+$46.3K
|
+1,786
|
New
|
|
