|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$291M
|
+$9.01M
|
+209,698
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$211M
|
-$1.99M
|
-46,277
|
-0.9%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$81.7M
|
+$2.26M
|
+52,669
|
+3%
|
|
|
4
|
|
$80.4M
|
+$15.1M
|
+350,719
|
+22%
|
|
|
5
|
|
$62.6M
|
+$7.7M
|
+179,285
|
+14%
|
|
|
6
|
Wharton Business Group
Malvern,
Pennsylvania
|
$46M
|
+$450K
|
+10,475
|
+1%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$41.8M
|
+$1.21M
|
+28,235
|
+3%
|
|
|
8
|
|
$37.1M
|
+$274K
|
+6,377
|
+0.7%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$36.5M
|
-$2.49M
|
-57,951
|
-6%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$36.1M
|
+$1.05M
|
+24,318
|
+3%
|
|
|
11
|
Park Avenue Securities
New York
|
$29.5M
|
+$122K
|
+2,848
|
+0.4%
|
|
|
12
|
HSBC Holdings
London,
United Kingdom
|
$28.4M
|
-$174K
|
-4,057
|
-0.6%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$26.3M
|
+$3.47M
|
+80,812
|
+15%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$25.6M
|
-$689K
|
-16,044
|
-3%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$23.5M
|
+$450K
|
+10,465
|
+2%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$21.1M
|
-$23.2K
|
-540
|
-0.1%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$19.5M
|
+$529K
|
+12,313
|
+3%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$17.2M
|
-$3.43M
|
-79,846
|
-16%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$16.8M
|
+$1.84M
|
+42,805
|
+12%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$15.8M
|
+$2.82M
|
+65,544
|
+21%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14.6M
|
+$2.35M
|
+54,673
|
+19%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.6M
|
+$1.31M
|
+30,480
|
+10%
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$13.9M
|
+$5.98M
|
+139,212
|
+73%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.9M
|
-$297K
|
-6,920
|
-2%
|
|
|
25
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$12.8M
|
+$12.9M
|
+300,741
|
New
|
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