|
1
|
Bank of New York Mellon
New York
|
$7.99M
|
+$502K
|
+23,928
|
+7%
|
|
|
2
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.18M
|
-$173K
|
-8,253
|
-2%
|
|
|
3
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$5.16M
|
+$1.09K
|
+52
|
+0%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$3.85M
|
+$497K
|
+23,666
|
+15%
|
|
|
5
|
|
$3.72M
|
+$1.9M
|
+90,404
|
+106%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.28M
|
-$48.3K
|
-2,300
|
-1%
|
|
|
7
|
HSBC Holdings
London,
United Kingdom
|
$2.48M
|
-$56.8K
|
-2,704
|
-2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$2.38M
|
+$77.4K
|
+3,689
|
+3%
|
|
|
9
|
Mather Group
Chicago,
Illinois
|
$2.26M
|
+$2.31K
|
+110
|
+0.1%
|
|
|
10
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.8M
|
+$244K
|
+11,630
|
+16%
|
|
|
11
|
Fisher Asset Management
Camas,
Washington
|
$1.36M
|
-$4.29M
|
-204,340
|
-76%
|
|
|
12
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.12M
|
+$23.8K
|
+1,134
|
+2%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$904K
|
-$15.7K
|
-749
|
-2%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$875K
|
+$869K
|
+41,414
|
New
|
|
|
15
|
Retirement Capital Strategies
San Jose,
California
|
$833K
|
+$828K
|
+39,441
|
New
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$815K
|
+$810K
|
+38,587
|
New
|
|
|
17
|
Lido Advisors
Los Angeles,
California
|
$749K
|
+$194K
|
+9,248
|
+35%
|
|
|
18
|
Cetera Advisor Networks
El Segundo,
California
|
$728K
|
-$27.3K
|
-1,299
|
-4%
|
|
|
19
|
SEI Investments
Oaks,
Pennsylvania
|
$691K
|
+$687K
|
+32,706
|
New
|
|
|
20
|
Financial Network Wealth Management
Draper,
Utah
|
$685K
|
–
|
–
|
–
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$638K
|
+$47.2K
|
+2,251
|
+8%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$627K
|
+$15.4K
|
+735
|
+3%
|
|
|
23
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$498K
|
+$32.2K
|
+1,536
|
+7%
|
|
|
24
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$451K
|
+$29.1K
|
+1,387
|
+7%
|
|
|
25
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$429K
|
-$36.2K
|
-1,723
|
-8%
|
|
