|
1
|
|
$1.66B
|
-$206M
|
-6,268,529
|
-12%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$960M
|
+$706M
|
+21,434,026
|
+352%
|
|
|
3
|
|
$277M
|
+$136M
|
+4,136,859
|
+109%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$210M
|
+$156M
|
+4,745,617
|
+375%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$182M
|
+$18.8M
|
+571,813
|
+12%
|
|
|
6
|
Coldstream Capital Management
Bellevue,
Washington
|
$158M
|
+$5.64M
|
+171,371
|
+4%
|
|
|
7
|
|
$156M
|
+$57.8M
|
+1,754,095
|
+65%
|
|
|
8
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$149M
|
+$140M
|
+4,261,328
|
New
|
|
|
9
|
Quotient Wealth Partners
Dallas,
Texas
|
$146M
|
+$16M
|
+486,081
|
+13%
|
|
|
10
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$113M
|
+$105M
|
+3,189,222
|
+8,608%
|
|
|
11
|
Bank of New York Mellon
New York
|
$100M
|
+$26.3M
|
+798,809
|
+38%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$96.5M
|
+$54.9M
|
+1,667,856
|
+152%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$94M
|
+$88.8M
|
+2,695,287
|
New
|
|
|
14
|
First Interstate Bank
Billings,
Montana
|
$82.5M
|
+$19.4M
|
+589,164
|
+33%
|
|
|
15
|
Park Avenue Securities
New York
|
$78.8M
|
+$74.4M
|
+2,259,530
|
New
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$71M
|
+$23M
|
+698,705
|
+52%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$61.4M
|
+$54.7M
|
+1,660,197
|
+1,666%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$61.2M
|
+$1.42M
|
+43,246
|
+3%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$53.3M
|
+$3.06M
|
+92,801
|
+6%
|
|
|
20
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$52.1M
|
+$20.1M
|
+611,299
|
+69%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$48M
|
+$44.9M
|
+1,362,452
|
+10,477%
|
|
|
22
|
SageView Advisory Group
Newport Beach,
California
|
$47.4M
|
+$66M
|
+2,003,402
|
New
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$46.8M
|
+$40.4M
|
+1,225,766
|
+1,066%
|
|
|
24
|
US Bancorp
Minneapolis,
Minnesota
|
$46M
|
+$5.48M
|
+166,414
|
+14%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$41.7M
|
+$6.32M
|
+191,801
|
+19%
|
|
