|
1
|
Bank of New York Mellon
New York
|
$9.61M
|
+$1.76M
|
+82,587
|
+22%
|
|
|
2
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.13M
|
+$1.66M
|
+78,110
|
+26%
|
|
|
3
|
|
$7.79M
|
+$511K
|
+23,993
|
+7%
|
|
|
4
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$5.5M
|
+$97.5K
|
+4,574
|
+2%
|
|
|
5
|
Mather Group
Chicago,
Illinois
|
$4.98M
|
+$283K
|
+13,278
|
+6%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.46M
|
-$230K
|
-10,784
|
-6%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$3.4M
|
-$226K
|
-10,599
|
-6%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$2.97M
|
+$304K
|
+14,254
|
+11%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$2.94M
|
-$21.8K
|
-1,021
|
-0.7%
|
|
|
10
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$2.67M
|
+$2.2M
|
+103,042
|
+447%
|
|
|
11
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$2.57M
|
-$105K
|
-4,941
|
-4%
|
|
|
12
|
SEI Investments
Oaks,
Pennsylvania
|
$2.44M
|
+$409K
|
+19,202
|
+20%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$1.71M
|
+$485K
|
+22,738
|
+39%
|
|
|
14
|
|
$1.21M
|
+$422K
|
+19,790
|
+53%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$1.07M
|
+$116K
|
+5,433
|
+12%
|
|
|
16
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.06M
|
-$67.2K
|
-3,153
|
-6%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$715K
|
+$7.1K
|
+333
|
+1%
|
|
|
18
|
Financial Network Wealth Management
Draper,
Utah
|
$684K
|
-$2.09K
|
-98
|
-0.3%
|
|
|
19
|
City National Bank of Florida
Miami,
Florida
|
$597K
|
–
|
–
|
–
|
|
|
20
|
Simplicity Wealth
Summit,
New Jersey
|
$597K
|
–
|
–
|
–
|
|
|
21
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$536K
|
+$2.83K
|
+133
|
+0.5%
|
|
|
22
|
SageView Advisory Group
Newport Beach,
California
|
$501K
|
+$505K
|
+23,673
|
New
|
|
|
23
|
HSBC Holdings
London,
United Kingdom
|
$495K
|
-$1.95M
|
-91,543
|
-80%
|
|
|
24
|
Blue Barn Wealth
Orem,
Utah
|
$423K
|
+$26.1K
|
+1,227
|
+7%
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$385K
|
+$108K
|
+5,084
|
+39%
|
|
