|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$669M
|
+$27.1M
|
+389,979
|
+4%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$360M
|
+$370M
|
+5,336,937
|
+23,884%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$193M
|
-$27.4M
|
-394,393
|
-13%
|
|
|
4
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$169M
|
+$3.29M
|
+47,357
|
+2%
|
|
|
5
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$168M
|
+$4.57M
|
+65,801
|
+3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$145M
|
-$14.2M
|
-204,778
|
-9%
|
|
|
7
|
Bank of New York Mellon
New York
|
$94.9M
|
-$2.47M
|
-35,568
|
-3%
|
|
|
8
|
|
$74.3M
|
-$2.35M
|
-33,925
|
-3%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$71.9M
|
+$199K
|
+2,869
|
+0.3%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$71.3M
|
+$12.5M
|
+180,207
|
+22%
|
|
|
11
|
|
$68.6M
|
-$3.16M
|
-45,488
|
-4%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$65.4M
|
+$59.2M
|
+852,969
|
+2,255%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$63.9M
|
-$10.5M
|
-151,791
|
-14%
|
|
|
14
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$48.2M
|
+$497K
|
+7,155
|
+1%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$43.5M
|
+$836K
|
+12,041
|
+2%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$43.3M
|
+$7.68M
|
+110,682
|
+22%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$38.8M
|
+$4.69M
|
+67,636
|
+14%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$32.2M
|
+$31.7M
|
+456,739
|
New
|
|
|
19
|
Vanguard Group
Malvern,
Pennsylvania
|
$31.1M
|
+$2.63M
|
+37,941
|
+9%
|
|
|
20
|
Charles Schwab
San Francisco,
California
|
$26.8M
|
-$6.14M
|
-88,395
|
-19%
|
|
|
21
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$26.6M
|
+$1.35M
|
+19,512
|
+5%
|
|
|
22
|
Principal Financial Group
Des Moines,
Iowa
|
$25.6M
|
-$670K
|
-9,651
|
-3%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$22.5M
|
+$217K
|
+3,131
|
+1%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$20.8M
|
+$2.66M
|
+38,283
|
+15%
|
|
|
25
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$19.9M
|
-$9.12M
|
-131,461
|
-32%
|
|
