|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$155M
|
+$10M
|
+220,161
|
+7%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$105M
|
+$12.4M
|
+272,609
|
+14%
|
|
|
3
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$74.7M
|
–
|
–
|
–
|
|
|
4
|
|
$55.9M
|
+$24M
|
+526,254
|
+77%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$53.9M
|
+$1.71M
|
+37,650
|
+3%
|
|
|
6
|
Stratos Investment Management
Beachwood,
Ohio
|
$50M
|
+$7.75M
|
+170,116
|
+19%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$40.5M
|
-$4.7M
|
-103,269
|
-10%
|
|
|
8
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$38.9M
|
+$2.3M
|
+50,562
|
+6%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$36.2M
|
+$146K
|
+3,200
|
+0.4%
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$34.6M
|
+$171K
|
+3,750
|
+0.5%
|
|
|
11
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$33.8M
|
+$85.4K
|
+1,876
|
+0.3%
|
|
|
12
|
|
$28.4M
|
+$909K
|
+19,958
|
+3%
|
|
|
13
|
|
$27.2M
|
+$1.57M
|
+34,574
|
+6%
|
|
|
14
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$25M
|
-$266K
|
-5,844
|
-1%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$23.9M
|
+$511K
|
+11,216
|
+2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.5M
|
+$928K
|
+20,385
|
+4%
|
|
|
17
|
Waller Financial Planning Group
Columbus,
Ohio
|
$23.3M
|
+$497K
|
+10,912
|
+2%
|
|
|
18
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$21.8M
|
-$2.11M
|
-46,274
|
-9%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$21.5M
|
+$1.09M
|
+23,968
|
+5%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$20.7M
|
+$9.39M
|
+206,189
|
+85%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$20M
|
+$4.45M
|
+97,650
|
+29%
|
|
|
22
|
Merit Financial Group
Alpharetta,
Georgia
|
$17.8M
|
+$6.29M
|
+138,026
|
+55%
|
|
|
23
|
United Capital Financial Advisors
Irving,
Texas
|
$14.7M
|
-$574K
|
-12,614
|
-4%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$13.2M
|
+$2.35M
|
+51,660
|
+22%
|
|
|
25
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$12.8M
|
+$241K
|
+5,292
|
+2%
|
|
