|
1
|
Neuberger Berman Group
New York
|
$205M
|
-$6.62M
|
-262,340
|
-3%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$33.3M
|
-$1.32M
|
-52,189
|
-4%
|
|
|
3
|
MML Investors Services
Springfield,
Massachusetts
|
$15M
|
-$149K
|
-5,902
|
-1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$14.3M
|
-$3.14M
|
-124,384
|
-18%
|
|
|
5
|
Marquette Associates
Chicago,
Illinois
|
$12M
|
–
|
–
|
–
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$11.7M
|
+$1.97M
|
+78,050
|
+21%
|
|
|
7
|
Proficio Capital Partners
Newton,
Massachusetts
|
$7.71M
|
+$7.47M
|
+296,045
|
New
|
|
|
8
|
Wealthspire Advisors (New York)
New York
|
$5.76M
|
-$157K
|
-6,214
|
-3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$3.51M
|
+$204K
|
+8,075
|
+6%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$3.45M
|
+$538K
|
+21,344
|
+19%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$2.08M
|
-$20K
|
-792
|
-1%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.98M
|
+$1.76M
|
+69,697
|
+924%
|
|
|
13
|
Brown Advisory
Baltimore,
Maryland
|
$1.41M
|
+$1.37M
|
+54,159
|
New
|
|
|
14
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$1.29M
|
+$131K
|
+5,187
|
+12%
|
|
|
15
|
HB Wealth Management
Atlanta,
Georgia
|
$1.23M
|
-$521K
|
-20,640
|
-30%
|
|
|
16
|
Fifth Third Securities
Cincinnati,
Ohio
|
$1.19M
|
+$1.15M
|
+45,650
|
New
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$711K
|
+$270K
|
+10,705
|
+64%
|
|
|
18
|
Simplicity Wealth
Summit,
New Jersey
|
$644K
|
+$623K
|
+24,718
|
New
|
|
|
19
|
TFB Advisors
Overland Park,
Kansas
|
$556K
|
+$4.44K
|
+176
|
+0.8%
|
|
|
20
|
Brown Brothers Harriman & Co
New York
|
$549K
|
–
|
–
|
–
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$436K
|
+$422K
|
+16,732
|
New
|
|
|
22
|
Equitable Holdings
New York
|
$395K
|
+$100K
|
+3,959
|
+35%
|
|
|
23
|
LifeWealth Investments
Winter Garden,
Florida
|
$379K
|
+$109K
|
+4,309
|
+42%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$371K
|
-$114K
|
-4,529
|
-24%
|
|
|
25
|
SageView Advisory Group
Newport Beach,
California
|
$294K
|
+$5.12K
|
+203
|
+2%
|
|
