|
1
|
Bank of New York Mellon
New York
|
$7.9M
|
-$1.9M
|
-89,673
|
-20%
|
|
|
2
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.43M
|
-$1.85M
|
-87,463
|
-23%
|
|
|
3
|
|
$6.28M
|
-$1.67M
|
-78,820
|
-21%
|
|
|
4
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$5.92M
|
+$3.21M
|
+151,618
|
+125%
|
|
|
5
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$5.68M
|
+$42K
|
+1,984
|
+0.8%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$3.73M
|
+$238K
|
+11,263
|
+7%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.6M
|
+$52.1K
|
+2,462
|
+2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$3.27M
|
+$217K
|
+10,240
|
+7%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$2.96M
|
-$53.9K
|
-2,550
|
-2%
|
|
|
10
|
SEI Investments
Oaks,
Pennsylvania
|
$2.81M
|
+$299K
|
+14,144
|
+12%
|
|
|
11
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$2.68M
|
-$60.1K
|
-2,842
|
-2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$2.16M
|
+$391K
|
+18,473
|
+23%
|
|
|
13
|
rebel Financial
Groveport,
Ohio
|
$1.99M
|
+$1.94M
|
+91,643
|
New
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$1.17M
|
+$72.3K
|
+3,417
|
+7%
|
|
|
15
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.07M
|
-$18.2K
|
-858
|
-2%
|
|
|
16
|
Perigon Wealth Management
San Francisco,
California
|
$1.05M
|
+$680K
|
+32,152
|
+201%
|
|
|
17
|
|
$993K
|
-$240K
|
-11,348
|
-20%
|
|
|
18
|
Institute for Wealth Management
Denver,
Colorado
|
$932K
|
+$908K
|
+42,932
|
New
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$687K
|
+$603K
|
+28,526
|
+910%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$655K
|
-$75.5K
|
-3,567
|
-11%
|
|
|
21
|
SageView Advisory Group
Newport Beach,
California
|
$633K
|
+$119K
|
+5,622
|
+24%
|
|
|
22
|
Crux Wealth Advisors
Long Beach,
California
|
$627K
|
+$611K
|
+28,864
|
New
|
|
|
23
|
City National Bank of Florida
Miami,
Florida
|
$612K
|
–
|
–
|
–
|
|
|
24
|
Simplicity Wealth
Summit,
New Jersey
|
$612K
|
–
|
–
|
–
|
|
|
25
|
Blue Barn Wealth
Orem,
Utah
|
$444K
|
+$10.6K
|
+503
|
+3%
|
|
