|
1
|
Neuberger Berman Group
New York
|
$217M
|
-$1.06M
|
-40,770
|
-0.5%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$36.9M
|
-$1.39M
|
-53,561
|
-4%
|
|
|
3
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$29.5M
|
+$434K
|
+16,694
|
+2%
|
|
|
4
|
MML Investors Services
Springfield,
Massachusetts
|
$12.5M
|
+$909K
|
+35,000
|
+8%
|
|
|
5
|
|
$8.99M
|
-$4.06M
|
-156,202
|
-31%
|
|
|
6
|
Marquette Associates
Chicago,
Illinois
|
$8.22M
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$5.12M
|
+$182K
|
+7,014
|
+4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$4.74M
|
+$2.96M
|
+114,091
|
+174%
|
|
|
9
|
HB Wealth Management
Atlanta,
Georgia
|
$2.65M
|
-$290K
|
-11,167
|
-10%
|
|
|
10
|
United Advisor Group
Cincinnati,
Ohio
|
$775K
|
+$764K
|
+29,420
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$706K
|
+$384K
|
+14,767
|
+123%
|
|
|
12
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$561K
|
-$46.5K
|
-1,788
|
-8%
|
|
|
13
|
Brown Brothers Harriman & Co
New York
|
$555K
|
+$547K
|
+21,066
|
New
|
|
|
14
|
TFB Advisors
Overland Park,
Kansas
|
$535K
|
-$52
|
-2
|
-0%
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$495K
|
-$439K
|
-16,885
|
-47%
|
|
|
16
|
Farther Finance Advisors
San Francisco,
California
|
$429K
|
+$29.5K
|
+1,135
|
+7%
|
|
|
17
|
|
$414K
|
+$102K
|
+3,926
|
+33%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$405K
|
+$399K
|
+15,373
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$382K
|
+$301K
|
+11,591
|
+398%
|
|
|
20
|
IHT Wealth Management
Chicago,
Illinois
|
$366K
|
+$1.12K
|
+43
|
+0.3%
|
|
|
21
|
SageView Advisory Group
Newport Beach,
California
|
$306K
|
-$9.35K
|
-360
|
-3%
|
|
|
22
|
Equitable Holdings
New York
|
$283K
|
+$5.84K
|
+225
|
+2%
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$280K
|
–
|
–
|
–
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$227K
|
+$223K
|
+8,600
|
New
|
|
|
25
|
Summit Trail Advisors
New York
|
$210K
|
–
|
–
|
–
|
|
