|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$240M
|
+$18.4M
|
+375,151
|
+8%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$171M
|
+$14.1M
|
+287,613
|
+9%
|
|
|
3
|
|
$161M
|
-$8.44M
|
-172,077
|
-5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$118M
|
+$8.43M
|
+171,834
|
+8%
|
|
|
5
|
|
$79M
|
-$19.4M
|
-395,736
|
-20%
|
|
|
6
|
|
$72.4M
|
+$20.7M
|
+423,017
|
+40%
|
|
|
7
|
Jones Financial Companies
Des Peres,
Missouri
|
$65.8M
|
-$3.67M
|
-74,858
|
-5%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$43.8M
|
+$1.74M
|
+35,515
|
+4%
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$35.9M
|
+$4.5M
|
+91,843
|
+14%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$35.4M
|
+$3.32M
|
+67,712
|
+10%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$30.3M
|
+$3.81M
|
+77,697
|
+14%
|
|
|
12
|
Tolleson Wealth Management
Dallas,
Texas
|
$28.9M
|
+$2.28M
|
+46,418
|
+8%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$26.5M
|
+$7.78M
|
+158,540
|
+41%
|
|
|
14
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$25.4M
|
-$795K
|
-16,212
|
-3%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$23M
|
+$4.01M
|
+81,751
|
+21%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$22.7M
|
+$955K
|
+19,472
|
+4%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$20.7M
|
+$1.99M
|
+40,630
|
+11%
|
|
|
18
|
Park Avenue Securities
New York
|
$20.5M
|
+$1.13M
|
+22,995
|
+6%
|
|
|
19
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$16.8M
|
+$2.44M
|
+49,812
|
+17%
|
|
|
20
|
Natixis Advisors
Boston,
Massachusetts
|
$15.5M
|
+$2.46M
|
+50,061
|
+19%
|
|
|
21
|
SoFi Wealth
San Francisco,
California
|
$15.3M
|
+$1.35M
|
+27,621
|
+10%
|
|
|
22
|
Kestra Investment Management
Austin,
Texas
|
$13.2M
|
+$13.3M
|
+271,457
|
New
|
|
|
23
|
|
$12.9M
|
+$4.6M
|
+93,770
|
+55%
|
|
|
24
|
Bank of New York Mellon
New York
|
$12.5M
|
-$429K
|
-8,738
|
-3%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$11.1M
|
+$2.39M
|
+48,674
|
+27%
|
|
