|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$571M
|
+$63M
|
+2,136,933
|
+13%
|
|
|
2
|
|
$176M
|
+$19.9M
|
+676,119
|
+13%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$150M
|
–
|
–
|
–
|
|
|
4
|
Angeles Investment Advisors
Santa Monica,
California
|
$141M
|
+$34.9M
|
+1,182,500
|
+34%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$123M
|
+$12M
|
+405,911
|
+11%
|
|
|
6
|
|
$100M
|
+$38.4M
|
+1,301,633
|
+64%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$70.7M
|
+$4.48M
|
+151,947
|
+7%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$65.8M
|
+$7.85M
|
+266,225
|
+14%
|
|
|
9
|
55I LLC
Boston,
Massachusetts
|
$47.6M
|
+$9.2M
|
+311,692
|
+24%
|
|
|
10
|
Park Avenue Securities
New York
|
$34.9M
|
+$2.3M
|
+78,124
|
+7%
|
|
|
11
|
McMorgan & Co
San Francisco,
California
|
$33.4M
|
+$32.9M
|
+1,114,594
|
New
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$33.2M
|
+$3.17M
|
+107,492
|
+11%
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$31.9M
|
+$2.06M
|
+69,683
|
+7%
|
|
|
14
|
|
$26.6M
|
-$113M
|
-3,845,800
|
-81%
|
|
|
15
|
AllianceBernstein
Nashville,
Tennessee
|
$25.4M
|
+$651K
|
+22,056
|
+3%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$25M
|
+$8.1M
|
+274,408
|
+49%
|
|
|
17
|
Intelligence Driven Advisers
Carlsbad,
California
|
$24.7M
|
+$24M
|
+814,460
|
+8,333%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$23.6M
|
+$7.22M
|
+244,721
|
+45%
|
|
|
19
|
Parcion Private Wealth
Bellevue,
Washington
|
$21.5M
|
-$590K
|
-19,998
|
-3%
|
|
|
20
|
ESL Trust Services
Rochester,
New York
|
$20.7M
|
+$22.8K
|
+772
|
+0.1%
|
|
|
21
|
Nomura Asset Management
Tokyo,
Japan
|
$19M
|
+$4.67M
|
+158,300
|
+33%
|
|
|
22
|
Bank of New York Mellon
New York
|
$17M
|
+$2.58M
|
+87,529
|
+18%
|
|
|
23
|
WealthShield Partners
Cary,
North Carolina
|
$16.6M
|
+$12.4M
|
+421,915
|
+323%
|
|
|
24
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$16.6M
|
+$11.1M
|
+377,546
|
+216%
|
|
|
25
|
|
$16.5M
|
+$16.3M
|
+551,740
|
New
|
|
