|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$877M
|
+$294M
|
+5,879,575
|
+50%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$509M
|
+$196M
|
+3,915,546
|
+62%
|
|
|
3
|
|
$306M
|
-$14.1M
|
-282,546
|
-4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$224M
|
+$42.4M
|
+848,321
|
+23%
|
|
|
5
|
|
$181M
|
+$25.6M
|
+512,820
|
+16%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$168M
|
+$34.9M
|
+698,475
|
+26%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$168M
|
+$46M
|
+919,105
|
+37%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$152M
|
+$43.5M
|
+869,237
|
+40%
|
|
|
9
|
|
$115M
|
+$73.6M
|
+1,471,490
|
+177%
|
|
|
10
|
Park Avenue Securities
New York
|
$109M
|
+$23.9M
|
+478,839
|
+28%
|
|
|
11
|
Texas Treasury Safekeeping Trust Company
Austin,
Texas
|
$101M
|
-$30M
|
-600,033
|
-23%
|
|
|
12
|
Advisor Group
Phoenix,
Arizona
|
$98.2M
|
+$25.6M
|
+511,115
|
+35%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$68.4M
|
+$43.6M
|
+872,663
|
+175%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$61.2M
|
+$18.7M
|
+374,394
|
+44%
|
|
|
15
|
Donoghue Forlines
Boston,
Massachusetts
|
$55.8M
|
+$25.3M
|
+505,282
|
+82%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$55.3M
|
+$55.5M
|
+1,110,209
|
New
|
|
|
17
|
VisionPoint Advisory Group
Dallas,
Texas
|
$54.8M
|
+$55M
|
+1,099,057
|
New
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$49.6M
|
+$5.47M
|
+109,350
|
+12%
|
|
|
19
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$47.2M
|
+$47.4M
|
+947,494
|
New
|
|
|
20
|
Brookstone Capital Management
Wheaton,
Illinois
|
$46.3M
|
-$13.3M
|
-265,477
|
-22%
|
|
|
21
|
Vanguard Group
Malvern,
Pennsylvania
|
$43.6M
|
–
|
–
|
–
|
|
|
22
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$40.8M
|
+$29.3M
|
+585,432
|
+252%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39.8M
|
+$6.01M
|
+120,205
|
+18%
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$39.3M
|
-$6.7M
|
-133,944
|
-15%
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$35.2M
|
+$20.5M
|
+410,895
|
+139%
|
|
