|
1
|
|
$1.73B
|
+$39.3M
|
+1,120,719
|
+2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$729M
|
-$246M
|
-7,013,800
|
-25%
|
|
|
3
|
|
$281M
|
-$1.11M
|
-31,683
|
-0.4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$179M
|
-$34.7M
|
-990,059
|
-16%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$170M
|
-$16M
|
-454,638
|
-9%
|
|
|
6
|
Coldstream Capital Management
Bellevue,
Washington
|
$166M
|
+$5.08M
|
+144,675
|
+3%
|
|
|
7
|
|
$152M
|
-$6.4M
|
-182,450
|
-4%
|
|
|
8
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$151M
|
-$174K
|
-4,970
|
-0.1%
|
|
|
9
|
Quotient Wealth Partners
Dallas,
Texas
|
$145M
|
-$3.39M
|
-96,648
|
-2%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$136M
|
+$37.4M
|
+1,065,190
|
+39%
|
|
|
11
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$128M
|
+$90.4M
|
+2,575,051
|
+253%
|
|
|
12
|
Bank of New York Mellon
New York
|
$89.1M
|
-$13.1M
|
-374,460
|
-13%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$87.8M
|
-$7.94M
|
-226,161
|
-8%
|
|
|
14
|
First Interstate Bank
Billings,
Montana
|
$87.5M
|
+$3.29M
|
+93,650
|
+4%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$86.8M
|
+$14.1M
|
+401,422
|
+20%
|
|
|
16
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$77.5M
|
-$36.7M
|
-1,046,604
|
-32%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$69.4M
|
+$14.8M
|
+422,384
|
+28%
|
|
|
18
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$67.2M
|
+$13.9M
|
+396,558
|
+27%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$66M
|
+$3.35M
|
+95,585
|
+5%
|
|
|
20
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$66M
|
+$44.2M
|
+1,260,530
|
+212%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$61.7M
|
-$692K
|
-19,725
|
-1%
|
|
|
22
|
Park Avenue Securities
New York
|
$55.6M
|
-$24.4M
|
-695,035
|
-31%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$53.8M
|
+$22M
|
+627,905
|
+71%
|
|
|
24
|
Northern Trust
Chicago,
Illinois
|
$52.8M
|
+$25.6M
|
+730,799
|
+97%
|
|
|
25
|
LVW Advisors
Pittsford,
New York
|
$52.6M
|
+$50.4M
|
+1,435,672
|
+3,388%
|
|
