|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.75B
|
+$84.3M
|
+846,819
|
+5%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$790M
|
-$77.3M
|
-776,199
|
-9%
|
|
|
3
|
|
$504M
|
+$43.7M
|
+439,176
|
+10%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$458M
|
+$24M
|
+241,422
|
+6%
|
|
|
5
|
|
$391M
|
-$356M
|
-3,574,172
|
-49%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$385M
|
-$18.1M
|
-181,744
|
-5%
|
|
|
7
|
SageView Advisory Group
Newport Beach,
California
|
$273M
|
+$277M
|
+2,783,580
|
+56,912%
|
|
|
8
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$241M
|
+$16.9M
|
+170,268
|
+8%
|
|
|
9
|
|
$202M
|
+$5.32M
|
+53,485
|
+3%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$186M
|
+$73.6M
|
+739,023
|
+70%
|
|
|
11
|
Park Avenue Securities
New York
|
$176M
|
+$11M
|
+110,754
|
+7%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$171M
|
+$11.8M
|
+118,043
|
+8%
|
|
|
13
|
|
$170M
|
+$124M
|
+1,248,909
|
+321%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$140M
|
+$1.64M
|
+16,472
|
+1%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$135M
|
-$1.62M
|
-16,231
|
-1%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$128M
|
+$12.3M
|
+123,552
|
+11%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$114M
|
-$2.19M
|
-22,027
|
-2%
|
|
|
18
|
Facet Wealth Inc
Baltimore,
Maryland
|
$112M
|
+$14.5M
|
+145,170
|
+15%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$110M
|
+$54.7M
|
+549,140
|
+108%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$109M
|
+$6.5M
|
+65,320
|
+7%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$100M
|
+$4.62M
|
+46,409
|
+5%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$97.7M
|
+$4.56M
|
+45,818
|
+5%
|
|
|
23
|
Bank of New York Mellon
New York
|
$88.2M
|
+$7.08M
|
+71,106
|
+9%
|
|
|
24
|
M&T Bank
Buffalo,
New York
|
$86.8M
|
-$13.2M
|
-132,749
|
-14%
|
|
|
25
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$68.4M
|
+$3.1M
|
+31,125
|
+5%
|
|
