|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.13B
|
+$58M
|
+1,101,786
|
+5%
|
|
|
2
|
|
$559M
|
+$152M
|
+2,882,989
|
+37%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$436M
|
+$112M
|
+2,135,318
|
+34%
|
|
|
4
|
|
$391M
|
+$144M
|
+2,735,641
|
+57%
|
|
|
5
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$331M
|
+$335M
|
+6,362,441
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$197M
|
+$40.1M
|
+762,127
|
+25%
|
|
|
7
|
Quotient Wealth Partners
Dallas,
Texas
|
$183M
|
+$6.07M
|
+115,339
|
+3%
|
|
|
8
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$167M
|
+$10.1M
|
+190,852
|
+6%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$164M
|
+$62.7M
|
+1,190,614
|
+61%
|
|
|
10
|
|
$149M
|
+$68.5M
|
+1,300,492
|
+83%
|
|
|
11
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$134M
|
+$136M
|
+2,573,599
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$119M
|
+$26.4M
|
+500,568
|
+28%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$105M
|
-$1.99M
|
-37,771
|
-2%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$99.5M
|
+$20.9M
|
+397,725
|
+26%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$85.4M
|
+$16.3M
|
+309,710
|
+23%
|
|
|
16
|
Park Avenue Securities
New York
|
$78.5M
|
+$2.92M
|
+55,463
|
+4%
|
|
|
17
|
Sequoia Financial Advisors
Akron,
Ohio
|
$78.5M
|
+$6.6M
|
+125,260
|
+9%
|
|
|
18
|
Wharton Business Group
Malvern,
Pennsylvania
|
$63.6M
|
+$3.23M
|
+61,390
|
+5%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$62.9M
|
+$3.19M
|
+60,540
|
+5%
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$59.8M
|
-$787K
|
-14,945
|
-1%
|
|
|
21
|
Bank of New York Mellon
New York
|
$52.4M
|
+$5.37M
|
+101,880
|
+11%
|
|
|
22
|
|
$52.2M
|
-$30.5M
|
-578,170
|
-37%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$45.9M
|
+$2.46M
|
+46,724
|
+6%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$43.3M
|
+$18.6M
|
+352,325
|
+73%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$43M
|
-$720K
|
-13,667
|
-2%
|
|
