|
1
|
LPL Financial
San Diego,
California
|
$257M
|
+$32M
|
+774,677
|
+14%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$149M
|
+$14.3M
|
+346,214
|
+11%
|
|
|
3
|
Principal Securities
Des Moines,
Iowa
|
$54.9M
|
+$4.75M
|
+114,941
|
+10%
|
|
|
4
|
|
$42.8M
|
+$3.43M
|
+82,927
|
+9%
|
|
|
5
|
|
$40.8M
|
+$2.78M
|
+67,296
|
+7%
|
|
|
6
|
|
$39.2M
|
+$3.04M
|
+73,565
|
+9%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$32.6M
|
+$910K
|
+22,020
|
+3%
|
|
|
8
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$26.1M
|
+$2.62M
|
+63,293
|
+11%
|
|
|
9
|
Keebeck Wealth Management
Chicago,
Illinois
|
$6.84M
|
+$1.82M
|
+44,065
|
+37%
|
|
|
10
|
Bristlecone Advisors
Bellevue,
Washington
|
$6.55M
|
+$776K
|
+18,760
|
+14%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.45M
|
+$299K
|
+7,243
|
+5%
|
|
|
12
|
Bank of New York Mellon
New York
|
$4.34M
|
+$277K
|
+6,708
|
+7%
|
|
|
13
|
David Kennon
Sarasota,
Florida
|
$3.85M
|
-$186K
|
-4,495
|
-5%
|
|
|
14
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$3.74M
|
+$1.07M
|
+25,806
|
+41%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.69M
|
-$863K
|
-20,885
|
-19%
|
|
|
16
|
Centaurus Financial
Anaheim,
California
|
$3.2M
|
-$5K
|
-121
|
-0.2%
|
|
|
17
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$2.64M
|
+$648K
|
+15,678
|
+33%
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.55M
|
+$156K
|
+3,771
|
+7%
|
|
|
19
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2.46M
|
-$93.5K
|
-2,261
|
-4%
|
|
|
20
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$2.43M
|
-$8.23K
|
-199
|
-0.3%
|
|
|
21
|
Private Trust Company
Cleveland,
Ohio
|
$2.15M
|
+$1.82M
|
+44,026
|
+600%
|
|
|
22
|
CoreCap Advisors
Southfield,
Michigan
|
$2.09M
|
+$461K
|
+11,146
|
+29%
|
|
|
23
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$2M
|
+$235K
|
+5,682
|
+13%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.98M
|
-$53.6K
|
-1,297
|
-3%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$1.83M
|
-$138K
|
-3,350
|
-7%
|
|
