|
1
|
Neuberger Berman Group
New York
|
$206M
|
-$5.4M
|
-204,442
|
-3%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$33.1M
|
-$1.22M
|
-46,347
|
-4%
|
|
|
3
|
MML Investors Services
Springfield,
Massachusetts
|
$16M
|
+$482K
|
+18,248
|
+3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$15.3M
|
+$568K
|
+21,499
|
+4%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$13M
|
+$896K
|
+33,924
|
+8%
|
|
|
6
|
Marquette Associates
Chicago,
Illinois
|
$12.4M
|
–
|
–
|
–
|
|
|
7
|
Wealthspire Advisors (New York)
New York
|
$5.92M
|
-$26.5K
|
-1,004
|
-0.5%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.13M
|
+$2.06M
|
+77,842
|
+101%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$3.32M
|
-$235K
|
-8,897
|
-7%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$2.29M
|
-$1.31M
|
-49,623
|
-37%
|
|
|
11
|
HB Wealth Management
Atlanta,
Georgia
|
$1.48M
|
+$211K
|
+7,990
|
+17%
|
|
|
12
|
Fifth Third Securities
Cincinnati,
Ohio
|
$1.19M
|
-$33.3K
|
-1,262
|
-3%
|
|
|
13
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$1.16M
|
-$165K
|
-6,251
|
-13%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$766K
|
+$32.2K
|
+1,220
|
+4%
|
|
|
15
|
Brown Brothers Harriman & Co
New York
|
$566K
|
–
|
–
|
–
|
|
|
16
|
TFB Advisors
Overland Park,
Kansas
|
$440K
|
-$130K
|
-4,927
|
-23%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$440K
|
+$433K
|
+16,391
|
New
|
|
|
18
|
Equitable Holdings
New York
|
$414K
|
+$6.08K
|
+230
|
+2%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$413K
|
+$30K
|
+1,135
|
+8%
|
|
|
20
|
LifeWealth Investments
Winter Garden,
Florida
|
$399K
|
+$7.4K
|
+280
|
+2%
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
$373K
|
+$367K
|
+13,878
|
New
|
|
|
22
|
|
$357K
|
+$95.5K
|
+3,613
|
+37%
|
|
|
23
|
Simplicity Wealth
Summit,
New Jersey
|
$341K
|
-$318K
|
-12,021
|
-49%
|
|
|
24
|
SageView Advisory Group
Newport Beach,
California
|
$306K
|
+$4.91K
|
+186
|
+2%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$301K
|
+$31.8K
|
+1,205
|
+12%
|
|
