|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$148M
|
+$11.8M
|
+243,705
|
+9%
|
|
|
2
|
|
$118M
|
-$2.62M
|
-54,429
|
-2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$93.6M
|
+$9.45M
|
+196,044
|
+11%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$93M
|
+$10.1M
|
+210,142
|
+12%
|
|
|
5
|
|
$92.7M
|
+$25.3M
|
+523,724
|
+38%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$75M
|
+$24.3M
|
+504,130
|
+48%
|
|
|
7
|
|
$47.8M
|
+$13.1M
|
+271,528
|
+38%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$39M
|
-$7.55M
|
-156,577
|
-16%
|
|
|
9
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$25.6M
|
+$2.55M
|
+52,914
|
+11%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24.9M
|
+$264K
|
+5,481
|
+1%
|
|
|
11
|
Tolleson Wealth Management
Dallas,
Texas
|
$22.6M
|
+$2.54M
|
+52,581
|
+13%
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$21.1M
|
+$2.16M
|
+44,888
|
+12%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$18.6M
|
+$11M
|
+227,824
|
+148%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$17.6M
|
-$8.03M
|
-166,430
|
-32%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14.8M
|
+$1.61M
|
+33,387
|
+12%
|
|
|
16
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$14.1M
|
+$4.21M
|
+87,368
|
+43%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.9M
|
+$772K
|
+16,008
|
+6%
|
|
|
18
|
Natixis Advisors
Boston,
Massachusetts
|
$10.7M
|
-$12.5M
|
-259,990
|
-54%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$10.3M
|
-$13.4M
|
-278,715
|
-57%
|
|
|
20
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$9.34M
|
-$368K
|
-7,623
|
-4%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$9.08M
|
+$268K
|
+5,562
|
+3%
|
|
|
22
|
Hancock Whitney
Gulfport,
Mississippi
|
$8.61M
|
+$109K
|
+2,258
|
+1%
|
|
|
23
|
SoFi Wealth
San Francisco,
California
|
$8.14M
|
+$8.07M
|
+167,322
|
New
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.76M
|
-$359K
|
-7,448
|
-4%
|
|
|
25
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$7.19M
|
+$587K
|
+12,180
|
+9%
|
|
