|
1
|
Nuveen
Charlotte,
North Carolina
|
$27.4M
|
+$122
|
+6
|
+0%
|
|
|
2
|
Bank of New York Mellon
New York
|
$7.46M
|
-$365K
|
-17,999
|
-5%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.32M
|
-$654K
|
-32,300
|
-8%
|
|
|
4
|
Fisher Asset Management
Camas,
Washington
|
$5.65M
|
+$91K
|
+4,490
|
+2%
|
|
|
5
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$5.14M
|
+$35.2K
|
+1,739
|
+0.7%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$3.33M
|
+$298K
|
+14,691
|
+10%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.31M
|
+$58.5K
|
+2,887
|
+2%
|
|
|
8
|
HSBC Holdings
London,
United Kingdom
|
$2.52M
|
-$1.44M
|
-71,008
|
-37%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$2.29M
|
-$3.98M
|
-196,529
|
-64%
|
|
|
10
|
Mather Group
Chicago,
Illinois
|
$2.26M
|
+$608K
|
+30,020
|
+39%
|
|
|
11
|
|
$1.8M
|
+$241K
|
+11,888
|
+16%
|
|
|
12
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.54M
|
+$94.9K
|
+4,682
|
+7%
|
|
|
13
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.09M
|
+$449K
|
+22,182
|
+75%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$917K
|
+$59.7K
|
+2,948
|
+7%
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$753K
|
+$35.5K
|
+1,753
|
+5%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$711K
|
-$19K
|
-939
|
-3%
|
|
|
17
|
Financial Network Wealth Management
Draper,
Utah
|
$688K
|
-$21.5K
|
-1,060
|
-3%
|
|
|
18
|
New York Life Investment Management
New York
|
$648K
|
+$58.9K
|
+2,908
|
+10%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$610K
|
+$15.8K
|
+780
|
+3%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$588K
|
+$40K
|
+1,974
|
+8%
|
|
|
21
|
Lido Advisors
Los Angeles,
California
|
$552K
|
-$26.5K
|
-1,309
|
-5%
|
|
|
22
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$464K
|
+$446K
|
+22,033
|
New
|
|
|
23
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$463K
|
+$75.3K
|
+3,718
|
+20%
|
|
|
24
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$420K
|
-$54.7K
|
-2,699
|
-12%
|
|
|
25
|
|
$420K
|
+$404K
|
+19,963
|
New
|
|
