|
1
|
AE Wealth Management
Topeka,
Kansas
|
$80.7M
|
+$13.1M
|
+434,662
|
+19%
|
|
|
2
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$74.7M
|
+$75M
|
+2,495,287
|
New
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.3M
|
+$4.66M
|
+154,879
|
+14%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$32.7M
|
+$7.55M
|
+251,077
|
+30%
|
|
|
5
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$31.2M
|
+$5.08M
|
+168,758
|
+19%
|
|
|
6
|
Cerity Partners OCIO
New York
|
$29.4M
|
-$441K
|
-14,678
|
-1%
|
|
|
7
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$26.4M
|
+$135K
|
+4,477
|
+0.5%
|
|
|
8
|
Mather Group
Chicago,
Illinois
|
$25.5M
|
+$1.76M
|
+58,463
|
+7%
|
|
|
9
|
Donoghue Forlines
Boston,
Massachusetts
|
$23.1M
|
+$23.2M
|
+772,327
|
New
|
|
|
10
|
|
$21.6M
|
+$6.93M
|
+230,488
|
+47%
|
|
|
11
|
Credit Suisse
Zurich,
Switzerland
|
$14.8M
|
–
|
–
|
–
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$14.6M
|
+$282K
|
+9,363
|
+2%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.1M
|
+$858K
|
+28,526
|
+6%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$13.9M
|
+$1.48M
|
+49,286
|
+12%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$13.3M
|
+$5.61M
|
+186,578
|
+73%
|
|
|
16
|
Oxford Financial Group
Carmel,
Indiana
|
$12.1M
|
+$9.1M
|
+302,508
|
+302%
|
|
|
17
|
Manifold Partners
San Francisco,
California
|
$10.5M
|
+$885K
|
+29,413
|
+9%
|
|
|
18
|
|
$8.72M
|
+$8.76M
|
+291,110
|
New
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8.7M
|
+$189K
|
+6,289
|
+2%
|
|
|
20
|
Trilogy Capital
Irvine,
California
|
$8.66M
|
+$8.7M
|
+289,284
|
New
|
|
|
21
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$8M
|
-$88.5K
|
-2,944
|
-1%
|
|
|
22
|
Atria Investments
Charlotte,
North Carolina
|
$6.99M
|
-$269K
|
-8,952
|
-4%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$6.67M
|
+$1.46M
|
+48,536
|
+28%
|
|
|
24
|
Gradient Investments
Arden Hills,
Minnesota
|
$5.9M
|
-$3.19M
|
-106,167
|
-35%
|
|
|
25
|
Cardan Capital Partners
Denver,
Colorado
|
$5.59M
|
+$211K
|
+7,016
|
+4%
|
|
