|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$495M
|
+$494M
|
+16,855,323
|
+28,474%
|
|
|
2
|
|
$152M
|
+$153M
|
+5,203,515
|
New
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$150M
|
–
|
–
|
–
|
|
|
4
|
|
$138M
|
+$139M
|
+4,735,185
|
New
|
|
|
5
|
LPL Financial
San Diego,
California
|
$109M
|
+$104M
|
+3,555,283
|
+2,271%
|
|
|
6
|
Angeles Investment Advisors
Santa Monica,
California
|
$103M
|
+$103M
|
+3,513,000
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$64.5M
|
+$58.9M
|
+2,007,849
|
+1,011%
|
|
|
8
|
|
$59.6M
|
+$59.8M
|
+2,038,777
|
+3,236,154%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$56.4M
|
+$54.6M
|
+1,861,365
|
+2,733%
|
|
|
10
|
55I LLC
Boston,
Massachusetts
|
$37.3M
|
+$37.5M
|
+1,277,206
|
New
|
|
|
11
|
Park Avenue Securities
New York
|
$31.8M
|
+$31.9M
|
+1,086,973
|
New
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$29.2M
|
+$29.3M
|
+999,696
|
New
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$29.1M
|
+$29.2M
|
+995,322
|
New
|
|
|
14
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$27.4M
|
+$194K
|
+6,614
|
+0.7%
|
|
|
15
|
AllianceBernstein
Nashville,
Tennessee
|
$24.1M
|
+$24.2M
|
+824,104
|
New
|
|
|
16
|
Parcion Private Wealth
Bellevue,
Washington
|
$21.6M
|
-$996K
|
-33,962
|
-4%
|
|
|
17
|
ESL Trust Services
Rochester,
New York
|
$20.1M
|
+$20.2M
|
+688,605
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$16.4M
|
+$16.4M
|
+560,260
|
New
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$15.9M
|
+$10.8M
|
+367,232
|
+210%
|
|
|
20
|
Bank of New York Mellon
New York
|
$14M
|
+$14.1M
|
+479,805
|
New
|
|
|
21
|
Nomura Asset Management
Tokyo,
Japan
|
$13.9M
|
+$2.18M
|
+74,300
|
+19%
|
|
|
22
|
WealthSource Partners
San Luis Obispo,
California
|
$12.6M
|
+$12.7M
|
+431,954
|
New
|
|
|
23
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$12M
|
+$9.84M
|
+335,611
|
New
|
|
|
24
|
Cardan Capital Partners
Denver,
Colorado
|
$11.5M
|
+$7.79M
|
+265,590
|
+208%
|
|
|
25
|
Systelligence LLC
Bloomington,
Minnesota
|
$11.1M
|
+$3.04M
|
+103,735
|
+38%
|
|
