|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$291M
|
-$11.6M
|
-290,022
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$219M
|
-$47.4M
|
-1,180,430
|
-19%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$81.8M
|
+$3.04M
|
+75,709
|
+4%
|
|
|
4
|
|
$67.6M
|
-$4.89M
|
-121,838
|
-7%
|
|
|
5
|
|
$56.6M
|
+$1.9M
|
+47,359
|
+4%
|
|
|
6
|
Wharton Business Group
Malvern,
Pennsylvania
|
$46.9M
|
+$10.2M
|
+252,975
|
+31%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$41.8M
|
-$507K
|
-12,633
|
-1%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$40.1M
|
+$1.51M
|
+37,647
|
+4%
|
|
|
9
|
|
$37.9M
|
-$5.93M
|
-147,804
|
-14%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$36.1M
|
+$1.62M
|
+40,310
|
+5%
|
|
|
11
|
Park Avenue Securities
New York
|
$30.3M
|
-$3M
|
-74,721
|
-10%
|
|
|
12
|
HSBC Holdings
London,
United Kingdom
|
$29.5M
|
-$56.9K
|
-1,417
|
-0.2%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$27M
|
-$1.28M
|
-31,786
|
-5%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$23.8M
|
+$4.28M
|
+106,537
|
+24%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$23.6M
|
-$2.99M
|
-74,478
|
-12%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$21.8M
|
+$12.3M
|
+305,141
|
+155%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$21.2M
|
+$674K
|
+16,782
|
+4%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$19.5M
|
-$591K
|
-14,723
|
-3%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$15.5M
|
+$13.2M
|
+329,396
|
+1,220%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.6M
|
-$27.7M
|
-688,924
|
-67%
|
|
|
21
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$13.9M
|
+$862K
|
+21,482
|
+7%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.7M
|
-$254K
|
-6,328
|
-2%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$13.4M
|
+$3.25M
|
+80,876
|
+35%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12.7M
|
+$734K
|
+18,289
|
+7%
|
|
|
25
|
Evergreen Capital Management
Bellevue,
Washington
|
$12.1M
|
–
|
–
|
–
|
|
