|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$713M
|
+$675M
|
+12,921,841
|
+1,924%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$165M
|
+$159M
|
+3,049,720
|
+2,930%
|
|
|
3
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$164M
|
+$163M
|
+3,124,988
|
New
|
|
|
4
|
Quotient Wealth Partners
Dallas,
Texas
|
$159M
|
+$27.2M
|
+521,015
|
+21%
|
|
|
5
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$106M
|
+$101M
|
+1,932,320
|
+2,121%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$87.5M
|
+$86.9M
|
+1,662,755
|
+33,255%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$67.8M
|
+$67.5M
|
+1,292,684
|
New
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$56M
|
+$48M
|
+918,075
|
+614%
|
|
|
9
|
|
$53.9M
|
+$1.39M
|
+26,555
|
+3%
|
|
|
10
|
Park Avenue Securities
New York
|
$49.7M
|
+$47.3M
|
+905,701
|
+2,157%
|
|
|
11
|
Wharton Business Group
Malvern,
Pennsylvania
|
$46.7M
|
+$15.3M
|
+292,590
|
+49%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$46.4M
|
+$37.6M
|
+719,225
|
+434%
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$36.6M
|
+$36.4M
|
+697,269
|
New
|
|
|
14
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$32.3M
|
+$32.2M
|
+616,035
|
New
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$30.8M
|
+$30.7M
|
+587,880
|
New
|
|
|
16
|
Evergreen Capital Management
Bellevue,
Washington
|
$29.3M
|
+$29.2M
|
+559,112
|
New
|
|
|
17
|
Bank of New York Mellon
New York
|
$27.2M
|
+$27.1M
|
+518,259
|
New
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.8M
|
+$23.3M
|
+445,611
|
+5,465%
|
|
|
19
|
Arden Trust
Wilmington,
Delaware
|
$19.5M
|
+$19.4M
|
+371,974
|
New
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$19.2M
|
+$19.2M
|
+366,903
|
New
|
|
|
21
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$18.8M
|
+$18.8M
|
+359,088
|
New
|
|
|
22
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$18.1M
|
+$9.84M
|
+188,466
|
+120%
|
|
|
23
|
CGN Advisors
Manhattan,
Kansas
|
$17.6M
|
+$17.5M
|
+335,648
|
New
|
|
|
24
|
Emory University
Atlanta,
Georgia
|
$15.5M
|
+$206K
|
+3,947
|
+1%
|
|
|
25
|
CreativeOne Wealth
Overland Park,
Kansas
|
$14.5M
|
+$14.4M
|
+276,442
|
New
|
|
