|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$509M
|
+$289M
|
+3,646,780
|
+152%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$260M
|
+$142M
|
+1,785,046
|
+138%
|
|
|
3
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$180M
|
+$120M
|
+1,508,241
|
+240%
|
|
|
4
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$53.1M
|
+$28.6M
|
+360,278
|
+133%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$40.3M
|
-$1.23M
|
-15,523
|
-3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$31M
|
+$7.96M
|
+100,377
|
+38%
|
|
|
7
|
|
$24.6M
|
+$5.05M
|
+63,704
|
+28%
|
|
|
8
|
Bank of New York Mellon
New York
|
$13.9M
|
–
|
–
|
–
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$9.23M
|
+$706K
|
+8,908
|
+9%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$8.89M
|
-$263K
|
-3,316
|
-3%
|
|
|
11
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$7.81M
|
+$523K
|
+6,600
|
+8%
|
|
|
12
|
American Portfolios Advisors
Holbrook,
New York
|
$7.3M
|
+$4.62M
|
+58,227
|
+205%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.71M
|
-$90.5K
|
-1,141
|
-1%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$6.43M
|
+$3.1M
|
+39,076
|
+105%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.11M
|
+$268K
|
+3,383
|
+5%
|
|
|
16
|
Curtis Advisory Group
Santa Barbara,
California
|
$5.99M
|
+$3.58M
|
+45,102
|
+173%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$5.78M
|
+$5.19M
|
+65,495
|
+2,060%
|
|
|
18
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$5.48M
|
+$1.93M
|
+24,324
|
+60%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.28M
|
-$33.5K
|
-423
|
-0.7%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.64M
|
-$96.1K
|
-1,212
|
-2%
|
|
|
21
|
Cahill Financial Advisors
Edina,
Minnesota
|
$4.59M
|
-$86.9K
|
-1,096
|
-2%
|
|
|
22
|
Independent Family Office
Albany,
New York
|
$4.5M
|
–
|
–
|
–
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$4.43M
|
+$131K
|
+1,654
|
+3%
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$4.32M
|
+$3.13M
|
+39,474
|
+334%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.51M
|
-$44.6K
|
-562
|
-1%
|
|
