|
1
|
Neuberger Berman Group
New York
|
$208M
|
+$1.25M
|
+47,346
|
+0.6%
|
|
|
2
|
|
$34.1M
|
+$26.1M
|
+991,815
|
+291%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$34M
|
-$1.02M
|
-38,600
|
-3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$17.2M
|
+$6.35M
|
+241,019
|
+56%
|
|
|
5
|
MML Investors Services
Springfield,
Massachusetts
|
$14.9M
|
+$1.81M
|
+68,730
|
+13%
|
|
|
6
|
Marquette Associates
Chicago,
Illinois
|
$11.8M
|
+$3.96M
|
+150,260
|
+48%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$9.48M
|
-$484K
|
-18,350
|
-5%
|
|
|
8
|
Wealthspire Advisors (New York)
New York
|
$5.82M
|
+$221K
|
+8,369
|
+4%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$3.24M
|
-$1.12M
|
-42,333
|
-25%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$2.84M
|
-$66.8K
|
-2,532
|
-2%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$2.06M
|
+$1.68M
|
+63,583
|
+376%
|
|
|
12
|
HB Wealth Management
Atlanta,
Georgia
|
$1.73M
|
-$428K
|
-16,237
|
-19%
|
|
|
13
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$1.13M
|
-$62.2K
|
-2,359
|
-5%
|
|
|
14
|
TFB Advisors
Overland Park,
Kansas
|
$542K
|
-$4.88K
|
-185
|
-0.9%
|
|
|
15
|
Brown Brothers Harriman & Co
New York
|
$539K
|
–
|
–
|
–
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$480K
|
-$678K
|
-25,733
|
-58%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$425K
|
+$156K
|
+5,925
|
+56%
|
|
|
18
|
IHT Wealth Management
Chicago,
Illinois
|
$408K
|
+$15.7K
|
+597
|
+4%
|
|
|
19
|
Equitable Holdings
New York
|
$287K
|
+$5.77K
|
+219
|
+2%
|
|
|
20
|
SageView Advisory Group
Newport Beach,
California
|
$282K
|
-$23.4K
|
-889
|
-7%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$272K
|
–
|
–
|
–
|
|
|
22
|
United Advisor Group
Cincinnati,
Ohio
|
$269K
|
+$278K
|
+10,535
|
New
|
|
|
23
|
LifeWealth Investments
Winter Garden,
Florida
|
$262K
|
+$270K
|
+10,251
|
New
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$259K
|
-$5.14K
|
-195
|
-2%
|
|
|
25
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$247K
|
-$5.75K
|
-218
|
-2%
|
|
