|
1
|
|
$1.86B
|
+$31.6M
|
+865,742
|
+2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$756M
|
+$491M
|
+13,458,592
|
+183%
|
|
|
3
|
|
$317M
|
+$115M
|
+3,141,187
|
+56%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$289M
|
+$172M
|
+4,726,197
|
+146%
|
|
|
5
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$221M
|
+$139M
|
+3,822,175
|
+169%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$209M
|
+$115M
|
+3,164,339
|
+121%
|
|
|
7
|
Coldstream Capital Management
Bellevue,
Washington
|
$194M
|
+$7.08M
|
+194,250
|
+4%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$163M
|
+$8.23M
|
+225,846
|
+5%
|
|
|
9
|
|
$147M
|
+$51.2M
|
+1,403,967
|
+53%
|
|
|
10
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$141M
|
-$21.1M
|
-578,141
|
-13%
|
|
|
11
|
Quotient Wealth Partners
Dallas,
Texas
|
$136M
|
-$24.1M
|
-661,715
|
-15%
|
|
|
12
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$107M
|
+$5.67M
|
+155,512
|
+6%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$94.3M
|
-$12M
|
-327,848
|
-11%
|
|
|
14
|
First Interstate Bank
Billings,
Montana
|
$90.4M
|
-$834K
|
-22,888
|
-0.9%
|
|
|
15
|
Northern Trust
Chicago,
Illinois
|
$89.9M
|
+$15.2M
|
+417,067
|
+20%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$88.5M
|
+$43M
|
+1,178,501
|
+94%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$81.2M
|
+$11.2M
|
+307,832
|
+16%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$79.3M
|
+$9.5M
|
+260,520
|
+14%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$77M
|
+$63M
|
+1,727,528
|
+439%
|
|
|
20
|
Waverly Advisors
Birmingham,
Alabama
|
$70.8M
|
+$67.9M
|
+1,863,929
|
+2,116%
|
|
|
21
|
LVW Advisors
Pittsford,
New York
|
$63.5M
|
+$1.43M
|
+39,270
|
+2%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$61.8M
|
+$30.2M
|
+827,301
|
+94%
|
|
|
23
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$57M
|
+$49.3M
|
+1,351,417
|
+614%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$52.5M
|
+$18.3M
|
+503,043
|
+53%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$43.5M
|
+$26.3M
|
+722,157
|
+151%
|
|
