|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$339M
|
+$13.9M
|
+311,460
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$253M
|
+$16.4M
|
+366,868
|
+7%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$102M
|
+$10.2M
|
+227,962
|
+12%
|
|
|
4
|
|
$94.8M
|
+$4.88M
|
+109,386
|
+6%
|
|
|
5
|
|
$71.5M
|
+$1.62M
|
+36,234
|
+2%
|
|
|
6
|
Wharton Business Group
Malvern,
Pennsylvania
|
$70.5M
|
+$18.3M
|
+409,880
|
+38%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$48.7M
|
+$1.97M
|
+44,187
|
+4%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$43.8M
|
+$3.32M
|
+74,409
|
+9%
|
|
|
9
|
|
$42M
|
+$651K
|
+14,595
|
+2%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$41.4M
|
+$599K
|
+13,426
|
+2%
|
|
|
11
|
Park Avenue Securities
New York
|
$32.4M
|
-$484K
|
-10,854
|
-2%
|
|
|
12
|
HSBC Holdings
London,
United Kingdom
|
$32.2M
|
+$447K
|
+10,011
|
+1%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$30.4M
|
+$1.02M
|
+22,928
|
+4%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$29.6M
|
+$1.03M
|
+23,053
|
+4%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$26.5M
|
+$281K
|
+6,292
|
+1%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$25.9M
|
+$2.21M
|
+49,551
|
+10%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$22.4M
|
+$618K
|
+13,849
|
+3%
|
|
|
18
|
Pictet Asset Management
Carouge,
Switzerland
|
$21.5M
|
+$16.9M
|
+379,527
|
+480%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$21.3M
|
+$4.73M
|
+105,965
|
+31%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$20.7M
|
+$1.37M
|
+30,716
|
+8%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$19.4M
|
+$1.64M
|
+36,742
|
+10%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.3M
|
+$2.92M
|
+65,454
|
+19%
|
|
|
23
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$18.3M
|
-$431K
|
-9,657
|
-2%
|
|
|
24
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$17M
|
+$1.39M
|
+31,252
|
+10%
|
|
|
25
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$16.1M
|
+$576K
|
+12,903
|
+4%
|
|
