|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$897M
|
+$112M
|
+3,095,428
|
+16%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$325M
|
-$1.14M
|
-31,557
|
-0.4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$207M
|
+$65M
|
+1,792,520
|
+53%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$175M
|
+$13.6M
|
+374,644
|
+9%
|
|
|
5
|
|
$158M
|
+$30.5M
|
+842,486
|
+27%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$146M
|
-$17.7M
|
-487,812
|
-12%
|
|
|
7
|
|
$143M
|
+$17M
|
+468,804
|
+15%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$100M
|
+$18.2M
|
+501,137
|
+23%
|
|
|
9
|
55I LLC
Boston,
Massachusetts
|
$87.7M
|
+$9.55M
|
+263,356
|
+14%
|
|
|
10
|
Park Avenue Securities
New York
|
$83.5M
|
+$11.5M
|
+317,574
|
+18%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$57.9M
|
+$10.2M
|
+281,040
|
+24%
|
|
|
12
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$54.6M
|
+$6.22M
|
+171,521
|
+15%
|
|
|
13
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$54.6M
|
+$2.34M
|
+64,422
|
+5%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$54.4M
|
+$14.4M
|
+396,905
|
+41%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$43.1M
|
+$19.4M
|
+534,386
|
+99%
|
|
|
16
|
Hawk Ridge Capital Management
Los Angeles,
California
|
$42.5M
|
+$38.5M
|
+1,060,800
|
New
|
|
|
17
|
Bank of New York Mellon
New York
|
$31.7M
|
+$6.61M
|
+182,335
|
+30%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$30.1M
|
+$5.12M
|
+141,155
|
+23%
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$25.1M
|
+$5.56M
|
+153,306
|
+32%
|
|
|
20
|
McMorgan & Co
San Francisco,
California
|
$25M
|
-$6.83M
|
-188,481
|
-23%
|
|
|
21
|
Evolution Wealth Advisors
Aventura,
Florida
|
$23.3M
|
+$932K
|
+25,701
|
+5%
|
|
|
22
|
CreativeOne Wealth
Overland Park,
Kansas
|
$19.6M
|
+$4.16M
|
+114,712
|
+31%
|
|
|
23
|
WealthSource Partners
San Luis Obispo,
California
|
$19.1M
|
+$4.35M
|
+119,979
|
+34%
|
|
|
24
|
JB Capital
Wethersfield,
Connecticut
|
$18.9M
|
+$1.24M
|
+34,178
|
+8%
|
|
|
25
|
Turim 21 Investimentos
Rio De Janeiro,
Brazil
|
$16.9M
|
+$15.3M
|
+422,009
|
New
|
|
