|
1
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$595M
|
+$24.5M
|
+1,016,000
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$12.1M
|
+$5.18M
|
+214,549
|
+54%
|
|
|
3
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$4.24M
|
+$1.91M
|
+79,038
|
+59%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.93M
|
-$449K
|
-18,600
|
-9%
|
|
|
5
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$2.99M
|
-$117K
|
-4,842
|
-3%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.27M
|
+$490K
|
+20,301
|
+46%
|
|
|
7
|
Legacy Wealth Partners (California)
Calabasas,
California
|
$1.2M
|
+$142K
|
+5,898
|
+11%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$648K
|
+$791K
|
+32,765
|
New
|
|
|
9
|
Evensky & Katz
Coral Gables,
Florida
|
$639K
|
+$442K
|
+18,323
|
+131%
|
|
|
10
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$541K
|
-$343K
|
-14,218
|
-34%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$434K
|
-$112K
|
-4,645
|
-17%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$275K
|
+$335K
|
+13,884
|
+42,073%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$263K
|
+$70.9K
|
+2,936
|
+28%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$167K
|
+$204K
|
+8,467
|
New
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$104K
|
+$101K
|
+4,205
|
+397%
|
|
|
16
|
SignatureFD
Atlanta,
Georgia
|
$49K
|
+$5.65K
|
+234
|
+10%
|
|
|
17
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$22K
|
+$27.4K
|
+1,134
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$10K
|
-$91.3K
|
-3,783
|
-88%
|
|
|
19
|
American Portfolios Advisors
Holbrook,
New York
|
$9.89K
|
+$12.1K
|
+500
|
New
|
|
|
20
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
21
|
|
–
|
-$1M
|
-37,588
|
Closed
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-$514K
|
-19,256
|
Closed
|
|
|
23
|
tru Independence
Portland,
Oregon
|
–
|
-$21K
|
-1,078
|
Closed
|
|
|
24
|
|
–
|
-$3K
|
-117
|
Closed
|
|
