|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$756M
|
+$83.5M
|
+2,434,429
|
+13%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$195M
|
-$154M
|
-4,493,603
|
-45%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$158M
|
+$24.1M
|
+703,392
|
+19%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$134M
|
+$46.8M
|
+1,366,354
|
+57%
|
|
|
5
|
|
$127M
|
+$4.6M
|
+134,067
|
+4%
|
|
|
6
|
|
$123M
|
+$21.6M
|
+630,202
|
+23%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$86M
|
+$8.45M
|
+246,555
|
+11%
|
|
|
8
|
55I LLC
Boston,
Massachusetts
|
$80.4M
|
+$26.5M
|
+773,063
|
+53%
|
|
|
9
|
Park Avenue Securities
New York
|
$69.7M
|
+$6.22M
|
+181,412
|
+10%
|
|
|
10
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$50.7M
|
+$1.53M
|
+44,493
|
+3%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$49.2M
|
+$790K
|
+23,054
|
+2%
|
|
|
12
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$46.2M
|
+$3.82M
|
+111,353
|
+9%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$33.8M
|
+$4.93M
|
+143,676
|
+18%
|
|
|
14
|
McMorgan & Co
San Francisco,
California
|
$31.7M
|
+$17.1M
|
+497,875
|
+129%
|
|
|
15
|
Bank of New York Mellon
New York
|
$23.6M
|
+$1.84M
|
+53,779
|
+9%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22.3M
|
+$6.56M
|
+191,457
|
+44%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$17.9M
|
+$4.66M
|
+135,844
|
+37%
|
|
|
18
|
JB Capital
Wethersfield,
Connecticut
|
$17.7M
|
+$16.9M
|
+492,675
|
New
|
|
|
19
|
Intelligence Driven Advisers
Carlsbad,
California
|
$16.8M
|
+$15.4M
|
+450,305
|
New
|
|
|
20
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$14.9M
|
+$162K
|
+4,738
|
+1%
|
|
|
21
|
WealthSource Partners
San Luis Obispo,
California
|
$14.6M
|
+$1.52M
|
+44,208
|
+12%
|
|
|
22
|
New York State Common Retirement Fund
Albany,
New York
|
$14.4M
|
+$5.53M
|
+161,432
|
+67%
|
|
|
23
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$13M
|
–
|
–
|
–
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$12.9M
|
+$1.26M
|
+36,733
|
+11%
|
|
|
25
|
AE Wealth Management
Topeka,
Kansas
|
$12M
|
+$2.51M
|
+73,235
|
+28%
|
|
