|
1
|
Neuberger Berman Group
New York
|
$189M
|
-$20.6M
|
-760,635
|
-10%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$28.9M
|
-$4.69M
|
-173,467
|
-14%
|
|
|
3
|
Cary Street Partners
Richmond,
Virginia
|
$21M
|
+$20.8M
|
+769,101
|
New
|
|
|
4
|
MML Investors Services
Springfield,
Massachusetts
|
$16.8M
|
+$517K
|
+19,119
|
+3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$15.9M
|
+$345K
|
+12,761
|
+2%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$13.7M
|
+$507K
|
+18,747
|
+4%
|
|
|
7
|
Marquette Associates
Chicago,
Illinois
|
$12.6M
|
–
|
–
|
–
|
|
|
8
|
Wealthspire Advisors (New York)
New York
|
$5.87M
|
-$137K
|
-5,048
|
-2%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.53M
|
+$4.05M
|
+149,849
|
+914%
|
|
|
10
|
Proficio Capital Partners
Newton,
Massachusetts
|
$2.81M
|
+$2.79M
|
+103,090
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$2.17M
|
-$156K
|
-5,756
|
-7%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.65M
|
-$2.55M
|
-94,400
|
-61%
|
|
|
13
|
Fifth Third Securities
Cincinnati,
Ohio
|
$1.34M
|
+$132K
|
+4,867
|
+11%
|
|
|
14
|
HB Wealth Management
Atlanta,
Georgia
|
$1.33M
|
-$175K
|
-6,459
|
-12%
|
|
|
15
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.2M
|
+$1.19M
|
+43,975
|
New
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$1.02M
|
-$2.33M
|
-86,149
|
-70%
|
|
|
17
|
|
$966K
|
+$599K
|
+22,148
|
+167%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$824K
|
+$45.3K
|
+1,675
|
+6%
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
$716K
|
+$335K
|
+12,374
|
+89%
|
|
|
20
|
Edge Financial Advisors
Wheaton,
Illinois
|
$649K
|
+$644K
|
+23,798
|
New
|
|
|
21
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
$580K
|
+$576K
|
+21,286
|
New
|
|
|
22
|
Brown Brothers Harriman & Co
New York
|
$574K
|
–
|
–
|
–
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$555K
|
+$134K
|
+4,958
|
+32%
|
|
|
24
|
|
$539K
|
+$535K
|
+19,782
|
New
|
|
|
25
|
TFB Advisors
Overland Park,
Kansas
|
$450K
|
+$2.33K
|
+86
|
+0.5%
|
|
