|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$763M
|
+$52.8M
|
+1,014,302
|
+7%
|
|
|
2
|
|
$357M
|
+$355M
|
+6,829,171
|
New
|
|
|
3
|
LPL Financial
San Diego,
California
|
$192M
|
+$27.8M
|
+533,884
|
+17%
|
|
|
4
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$181M
|
+$17.3M
|
+333,029
|
+11%
|
|
|
5
|
Quotient Wealth Partners
Dallas,
Texas
|
$173M
|
+$15M
|
+288,992
|
+10%
|
|
|
6
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$110M
|
+$4.16M
|
+79,924
|
+4%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$94M
|
+$6.89M
|
+132,357
|
+8%
|
|
|
8
|
Sequoia Financial Advisors
Akron,
Ohio
|
$67.7M
|
+$67.5M
|
+1,297,637
|
New
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$62.5M
|
+$6.76M
|
+129,951
|
+12%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$60.5M
|
+$14.2M
|
+273,612
|
+31%
|
|
|
11
|
|
$54.6M
|
+$50.3M
|
+967,125
|
+1,225%
|
|
|
12
|
Park Avenue Securities
New York
|
$51.6M
|
+$2.08M
|
+40,037
|
+4%
|
|
|
13
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$48M
|
+$15.8M
|
+303,329
|
+49%
|
|
|
14
|
Wharton Business Group
Malvern,
Pennsylvania
|
$47.6M
|
+$1.13M
|
+21,720
|
+2%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$46.1M
|
+$46M
|
+882,795
|
New
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$45.6M
|
-$21.9M
|
-419,798
|
-32%
|
|
|
17
|
|
$39.6M
|
+$34.9M
|
+671,432
|
+777%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$38.2M
|
+$1.75M
|
+33,677
|
+5%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$35.3M
|
+$11.6M
|
+223,157
|
+49%
|
|
|
20
|
Kestra Investment Management
Austin,
Texas
|
$31.9M
|
+$31.8M
|
+611,581
|
New
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$30.5M
|
-$224K
|
-4,306
|
-0.7%
|
|
|
22
|
Bank of New York Mellon
New York
|
$29.9M
|
+$2.81M
|
+53,984
|
+10%
|
|
|
23
|
Evergreen Capital Management
Bellevue,
Washington
|
$29.9M
|
+$678K
|
+13,024
|
+2%
|
|
|
24
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$26.9M
|
+$27M
|
+519,395
|
New
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$24.9M
|
+$24.9M
|
+477,497
|
New
|
|
