|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$163M
|
+$724K
|
+2,768
|
+0.4%
|
|
|
2
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$120M
|
+$120M
|
+460,247
|
New
|
|
|
3
|
Cliffwater
Marina Del Rey,
California
|
$68.1M
|
+$16.1M
|
+61,414
|
+31%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$59.1M
|
+$3.24M
|
+12,365
|
+6%
|
|
|
5
|
Natixis Advisors
Boston,
Massachusetts
|
$55.4M
|
+$14.4M
|
+55,137
|
+35%
|
|
|
6
|
|
$46.1M
|
+$7.56M
|
+28,891
|
+19%
|
|
|
7
|
MML Investors Services
Springfield,
Massachusetts
|
$37.1M
|
+$1.77M
|
+6,767
|
+5%
|
|
|
8
|
|
$34.7M
|
-$105K
|
-402
|
-0.3%
|
|
|
9
|
Retirement Capital Strategies
San Jose,
California
|
$25.3M
|
+$25.5M
|
+97,320
|
New
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$24.5M
|
-$121K
|
-461
|
-0.5%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$21.8M
|
-$311K
|
-1,190
|
-1%
|
|
|
12
|
Diversified Trust
Memphis,
Tennessee
|
$21.8M
|
-$1.11M
|
-4,255
|
-5%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$20.8M
|
+$5.17M
|
+19,760
|
+33%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$19M
|
+$19.1M
|
+73,157
|
New
|
|
|
15
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$13.5M
|
-$33.8K
|
-129
|
-0.2%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$13M
|
+$3.25M
|
+12,435
|
+33%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$11.9M
|
-$23K
|
-88
|
-0.2%
|
|
|
18
|
|
$11.8M
|
-$277K
|
-1,059
|
-2%
|
|
|
19
|
Commerce Bank
Kansas City,
Missouri
|
$10.5M
|
+$413K
|
+1,580
|
+4%
|
|
|
20
|
Pennington Partners & Co
Bethesda,
Maryland
|
$10.5M
|
+$10.6M
|
+40,516
|
New
|
|
|
21
|
The Family Firm
Bethesda,
Maryland
|
$10.4M
|
+$155K
|
+592
|
+1%
|
|
|
22
|
Wealthstream Advisors
New York
|
$8.81M
|
-$428K
|
-1,637
|
-5%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.49M
|
+$625K
|
+2,388
|
+8%
|
|
|
24
|
Linscomb Wealth
Houston,
Texas
|
$7.81M
|
-$216K
|
-826
|
-3%
|
|
|
25
|
Christopher J. Hasenberg
Eau Claire,
Wisconsin
|
$7.51M
|
+$265K
|
+1,013
|
+4%
|
|
