|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.4B
|
-$24.4M
|
-462,436
|
-2%
|
|
|
2
|
|
$1.08B
|
+$299M
|
+5,677,291
|
+38%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$819M
|
+$8.79M
|
+166,726
|
+1%
|
|
|
4
|
|
$713M
|
+$75.8M
|
+1,437,800
|
+12%
|
|
|
5
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$624M
|
+$160M
|
+3,032,945
|
+34%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$604M
|
+$65.2M
|
+1,235,816
|
+12%
|
|
|
7
|
|
$513M
|
+$30.1M
|
+569,943
|
+6%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$453M
|
+$12.6M
|
+238,129
|
+3%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$419M
|
-$4.97M
|
-94,314
|
-1%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$304M
|
+$48.1M
|
+911,315
|
+18%
|
|
|
11
|
|
$293M
|
+$298M
|
+5,642,641
|
+68,964%
|
|
|
12
|
Quotient Wealth Partners
Dallas,
Texas
|
$288M
|
+$99.2M
|
+1,880,959
|
+51%
|
|
|
13
|
Sequoia Financial Advisors
Akron,
Ohio
|
$283M
|
+$39.9M
|
+757,597
|
+16%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$258M
|
+$28.5M
|
+540,465
|
+12%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$251M
|
+$15.3M
|
+291,035
|
+6%
|
|
|
16
|
|
$151M
|
+$153M
|
+2,899,173
|
New
|
|
|
17
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$149M
|
-$194K
|
-3,683
|
-0.1%
|
|
|
18
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$141M
|
+$20.8M
|
+393,712
|
+17%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$139M
|
-$10.1M
|
-190,967
|
-7%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$137M
|
+$13M
|
+246,203
|
+10%
|
|
|
21
|
Wharton Business Group
Malvern,
Pennsylvania
|
$135M
|
+$14.4M
|
+273,190
|
+12%
|
|
|
22
|
Merit Financial Group
Alpharetta,
Georgia
|
$123M
|
+$8.2M
|
+155,568
|
+7%
|
|
|
23
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$121M
|
-$21.7M
|
-411,519
|
-15%
|
|
|
24
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$110M
|
+$112M
|
+2,123,686
|
New
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$97.6M
|
+$16.1M
|
+305,901
|
+19%
|
|
