|
1
|
Bank of New York Mellon
New York
|
$9.32M
|
+$1.42M
|
+65,617
|
+18%
|
|
|
2
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.24M
|
+$2.99M
|
+138,132
|
+48%
|
|
|
3
|
|
$7.83M
|
+$866K
|
+40,042
|
+12%
|
|
|
4
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$6.26M
|
+$57.2K
|
+2,644
|
+0.9%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.91M
|
+$1.36M
|
+62,882
|
+38%
|
|
|
6
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$4.3M
|
+$1.56M
|
+72,169
|
+57%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$3.78M
|
-$16.1K
|
-744
|
-0.4%
|
|
|
8
|
SEI Investments
Oaks,
Pennsylvania
|
$3.61M
|
+$376K
|
+17,410
|
+12%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$3.41M
|
-$536K
|
-24,788
|
-14%
|
|
|
10
|
|
$3.35M
|
+$2.79M
|
+128,912
|
+491%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$3.01M
|
+$84K
|
+3,883
|
+3%
|
|
|
12
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$2.83M
|
-$207K
|
-9,556
|
-7%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$2.31M
|
+$25.8K
|
+1,192
|
+1%
|
|
|
14
|
rebel Financial
Groveport,
Ohio
|
$2.14M
|
+$2.14M
|
+99,045
|
New
|
|
|
15
|
|
$1.75M
|
+$421K
|
+19,469
|
+32%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$1.45M
|
+$130K
|
+6,012
|
+10%
|
|
|
17
|
Retirement Capital Strategies
San Jose,
California
|
$1.13M
|
+$1.13M
|
+52,448
|
New
|
|
|
18
|
Perigon Wealth Management
San Francisco,
California
|
$914K
|
+$5.75K
|
+266
|
+0.6%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$848K
|
+$849K
|
+39,271
|
New
|
|
|
20
|
Financial Network Wealth Management
Draper,
Utah
|
$766K
|
+$70.6K
|
+3,264
|
+10%
|
|
|
21
|
SageView Advisory Group
Newport Beach,
California
|
$730K
|
+$46.7K
|
+2,159
|
+7%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$677K
|
+$14.8K
|
+686
|
+2%
|
|
|
23
|
Crux Wealth Advisors
Long Beach,
California
|
$673K
|
+$26.7K
|
+1,235
|
+4%
|
|
|
24
|
Western Wealth Management
Golden,
Colorado
|
$649K
|
+$650K
|
+30,046
|
New
|
|
|
25
|
City National Bank of Florida
Miami,
Florida
|
$609K
|
–
|
–
|
–
|
|
