|
1
|
Bank of New York Mellon
New York
|
$8.45M
|
+$890K
|
+41,720
|
+12%
|
|
|
2
|
|
$7.23M
|
+$866K
|
+40,597
|
+14%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.63M
|
-$950K
|
-44,512
|
-13%
|
|
|
4
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$5.35M
|
+$55.3K
|
+2,590
|
+1%
|
|
|
5
|
Mather Group
Chicago,
Illinois
|
$4.06M
|
+$1.18M
|
+55,113
|
+42%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$3.8M
|
+$16.7K
|
+782
|
+0.4%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.71M
|
+$255K
|
+11,969
|
+8%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$2.66M
|
-$40.5K
|
-1,899
|
-2%
|
|
|
9
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$2.53M
|
+$411K
|
+19,244
|
+20%
|
|
|
10
|
HSBC Holdings
London,
United Kingdom
|
$2.45M
|
-$20.9K
|
-981
|
-0.9%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$2.45M
|
+$57.7K
|
+2,703
|
+2%
|
|
|
12
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$2.04M
|
+$73.7K
|
+3,453
|
+4%
|
|
|
13
|
SEI Investments
Oaks,
Pennsylvania
|
$1.79M
|
+$294K
|
+13,800
|
+20%
|
|
|
14
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.14M
|
-$5.59K
|
-262
|
-0.5%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$892K
|
+$104K
|
+4,869
|
+13%
|
|
|
16
|
|
$802K
|
+$186K
|
+8,716
|
+31%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$801K
|
-$57K
|
-2,671
|
-7%
|
|
|
18
|
Financial Network Wealth Management
Draper,
Utah
|
$709K
|
–
|
–
|
–
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$709K
|
+$16.2K
|
+760
|
+2%
|
|
|
20
|
Lido Advisors
Los Angeles,
California
|
$596K
|
-$67.6K
|
-3,171
|
-10%
|
|
|
21
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$537K
|
+$21.4K
|
+1,001
|
+4%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$486K
|
+$174K
|
+8,156
|
+57%
|
|
|
23
|
Advisornet Financial
Minnetonka,
Minnesota
|
$420K
|
–
|
–
|
–
|
|
|
24
|
Blue Barn Wealth
Orem,
Utah
|
$414K
|
–
|
–
|
–
|
|
|
25
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$405K
|
-$49.3K
|
-2,310
|
-11%
|
|
