|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.55B
|
+$120M
|
+918,172
|
+9%
|
|
|
2
|
|
$785M
|
-$864M
|
-6,638,010
|
-53%
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$587M
|
+$12.8M
|
+98,466
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$585M
|
-$1.2M
|
-9,234
|
-0.2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$516M
|
+$53.4M
|
+410,347
|
+12%
|
|
|
6
|
|
$422M
|
+$43.8M
|
+336,276
|
+12%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$284M
|
-$3.64M
|
-27,957
|
-1%
|
|
|
8
|
|
$280M
|
-$15M
|
-115,014
|
-5%
|
|
|
9
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$184M
|
+$13.3M
|
+102,269
|
+8%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$182M
|
+$11.7M
|
+90,116
|
+7%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$163M
|
-$13.1M
|
-100,693
|
-8%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$159M
|
+$12.4M
|
+95,066
|
+9%
|
|
|
13
|
Park Avenue Securities
New York
|
$142M
|
+$12.4M
|
+95,459
|
+10%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$137M
|
+$14.5M
|
+111,332
|
+12%
|
|
|
15
|
Fidelity International
Hamilton,
Bermuda
|
$130M
|
-$64.3M
|
-493,923
|
-34%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$123M
|
+$13.9M
|
+106,539
|
+13%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$120M
|
+$11.4M
|
+87,394
|
+11%
|
|
|
18
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$119M
|
+$115M
|
+882,744
|
New
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$119M
|
+$7.23M
|
+55,554
|
+7%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$100M
|
+$55M
|
+422,212
|
+132%
|
|
|
21
|
Parker Investment Management
Menlo Park,
California
|
$99.8M
|
+$39.3M
|
+302,275
|
+69%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$92.1M
|
+$2.82M
|
+21,634
|
+3%
|
|
|
23
|
RiverFront Investment Group
Richmond,
Virginia
|
$91.3M
|
+$16M
|
+122,748
|
+22%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$74.8M
|
+$2.46M
|
+18,904
|
+4%
|
|
|
25
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$67.3M
|
+$9.14M
|
+70,217
|
+16%
|
|
