|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.14B
|
+$6.55M
|
+125,029
|
+0.6%
|
|
|
2
|
|
$561M
|
-$2.23M
|
-42,658
|
-0.4%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$501M
|
+$62M
|
+1,183,997
|
+14%
|
|
|
4
|
|
$496M
|
+$102M
|
+1,952,594
|
+26%
|
|
|
5
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$309M
|
-$24.6M
|
-469,152
|
-7%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$254M
|
+$55M
|
+1,049,487
|
+28%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$230M
|
+$65.1M
|
+1,243,383
|
+40%
|
|
|
8
|
|
$228M
|
+$77.5M
|
+1,480,065
|
+52%
|
|
|
9
|
Quotient Wealth Partners
Dallas,
Texas
|
$166M
|
-$18.3M
|
-348,883
|
-10%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$134M
|
+$13.8M
|
+263,425
|
+11%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$128M
|
+$27.8M
|
+531,617
|
+28%
|
|
|
12
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$125M
|
-$9.55M
|
-182,247
|
-7%
|
|
|
13
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$125M
|
-$43.2M
|
-823,942
|
-26%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$104M
|
-$1.1M
|
-20,983
|
-1%
|
|
|
15
|
Americana Partners
Houston,
Texas
|
$101M
|
+$99.7M
|
+1,903,704
|
+6,683%
|
|
|
16
|
Sequoia Financial Advisors
Akron,
Ohio
|
$94.6M
|
+$15.6M
|
+296,994
|
+20%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$92.1M
|
+$6.1M
|
+116,500
|
+7%
|
|
|
18
|
Kestra Investment Management
Austin,
Texas
|
$84M
|
+$45.9M
|
+877,054
|
+121%
|
|
|
19
|
Wharton Business Group
Malvern,
Pennsylvania
|
$81.2M
|
+$17.2M
|
+327,600
|
+27%
|
|
|
20
|
Park Avenue Securities
New York
|
$78.5M
|
-$623K
|
-11,898
|
-0.8%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$74.8M
|
+$31.1M
|
+594,353
|
+71%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$68.2M
|
+$4.93M
|
+94,179
|
+8%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$64.2M
|
+$25.7M
|
+490,124
|
+67%
|
|
|
24
|
|
$62.7M
|
+$10.2M
|
+194,900
|
+19%
|
|
|
25
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$62.7M
|
+$34.3M
|
+655,433
|
+121%
|
|
