|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$143M
|
+$56.8M
|
+1,275,912
|
+69%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$91.6M
|
+$26.8M
|
+601,374
|
+43%
|
|
|
3
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$73.7M
|
–
|
–
|
–
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$51.4M
|
+$23.6M
|
+530,529
|
+88%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$45.3M
|
+$5.87M
|
+131,839
|
+15%
|
|
|
6
|
Stratos Investment Management
Beachwood,
Ohio
|
$41.6M
|
+$1.29M
|
+28,897
|
+3%
|
|
|
7
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$36.1M
|
-$15M
|
-336,432
|
-30%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$35.6M
|
-$442K
|
-9,914
|
-1%
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$33.9M
|
+$7.99M
|
+179,394
|
+32%
|
|
|
10
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$33.2M
|
+$4.77M
|
+107,070
|
+17%
|
|
|
11
|
|
$31.2M
|
+$2.34M
|
+52,441
|
+8%
|
|
|
12
|
|
$27.1M
|
+$936K
|
+21,018
|
+4%
|
|
|
13
|
|
$25.3M
|
+$7.97M
|
+178,838
|
+47%
|
|
|
14
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$24.9M
|
+$1.2M
|
+26,843
|
+5%
|
|
|
15
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$23.6M
|
-$4.11M
|
-92,173
|
-15%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$23.1M
|
-$428K
|
-9,605
|
-2%
|
|
|
17
|
Waller Financial Planning Group
Columbus,
Ohio
|
$22.5M
|
+$291K
|
+6,543
|
+1%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.3M
|
+$864K
|
+19,400
|
+4%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$20.1M
|
+$1.27M
|
+28,437
|
+7%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$15.3M
|
+$2.02M
|
+45,301
|
+16%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$15M
|
+$1.13M
|
+25,415
|
+8%
|
|
|
22
|
|
$14.4M
|
+$4.52M
|
+101,479
|
+47%
|
|
|
23
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$12.4M
|
+$460K
|
+10,317
|
+4%
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
$11.5M
|
+$3.83M
|
+85,995
|
+51%
|
|
|
25
|
Merit Financial Group
Alpharetta,
Georgia
|
$11.3M
|
+$2.52M
|
+56,670
|
+29%
|
|
