|
1
|
Bank of New York Mellon
New York
|
$7.97M
|
+$40.9K
|
+1,888
|
+0.5%
|
|
|
2
|
|
$7.02M
|
+$718K
|
+33,178
|
+11%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.31M
|
-$144K
|
-6,638
|
-2%
|
|
|
4
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$6.26M
|
+$561K
|
+25,898
|
+10%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.98M
|
+$240K
|
+11,106
|
+6%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$3.83M
|
+$544K
|
+25,133
|
+17%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.58M
|
-$24K
|
-1,110
|
-0.7%
|
|
|
8
|
SEI Investments
Oaks,
Pennsylvania
|
$3.26M
|
+$439K
|
+20,292
|
+16%
|
|
|
9
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$3.06M
|
-$2.86M
|
-132,138
|
-48%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$2.95M
|
-$18.9K
|
-875
|
-0.6%
|
|
|
11
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$2.76M
|
+$74.8K
|
+3,454
|
+3%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$2.31M
|
+$142K
|
+6,562
|
+7%
|
|
|
13
|
rebel Financial
Groveport,
Ohio
|
$2.01M
|
-$1.98M
|
-91,643
|
Closed
|
|
|
14
|
|
$1.34M
|
+$340K
|
+15,705
|
+34%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$1.33M
|
+$161K
|
+7,434
|
+14%
|
|
|
16
|
Perigon Wealth Management
San Francisco,
California
|
$915K
|
-$132K
|
-6,109
|
-13%
|
|
|
17
|
Institute for Wealth Management
Denver,
Colorado
|
$874K
|
-$60.6K
|
-2,799
|
-7%
|
|
|
18
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$756K
|
+$372K
|
+17,208
|
New
|
|
|
19
|
Financial Network Wealth Management
Draper,
Utah
|
$696K
|
+$697K
|
+32,208
|
New
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$694K
|
+$5.04K
|
+233
|
+0.7%
|
|
|
21
|
SageView Advisory Group
Newport Beach,
California
|
$689K
|
+$51.3K
|
+2,371
|
+8%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$668K
|
+$10.5K
|
+484
|
+2%
|
|
|
23
|
Crux Wealth Advisors
Long Beach,
California
|
$651K
|
+$22.9K
|
+1,059
|
+4%
|
|
|
24
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$644K
|
+$284K
|
+13,122
|
+80%
|
|
|
25
|
City National Bank of Florida
Miami,
Florida
|
$614K
|
–
|
–
|
–
|
|
