|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$79.2M
|
+$24M
|
+481,021
|
+46%
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$68.6M
|
-$1.26M
|
-25,237
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$16.7M
|
+$223K
|
+4,476
|
+1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$13.2M
|
+$330K
|
+6,619
|
+3%
|
|
|
5
|
IHT Wealth Management
Chicago,
Illinois
|
$8.37M
|
-$2.66M
|
-53,419
|
-25%
|
|
|
6
|
Synovus Financial
Columbus,
Georgia
|
$1.82M
|
–
|
–
|
–
|
|
|
7
|
Executive Wealth Management
Brighton,
Michigan
|
$1.67M
|
+$1.61M
|
+32,402
|
New
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.65M
|
+$64.5K
|
+1,294
|
+4%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$1.64M
|
-$146K
|
-2,927
|
-8%
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$1.55M
|
+$76.8K
|
+1,542
|
+5%
|
|
|
11
|
Avantax Advisory Services
Dallas,
Texas
|
$1.49M
|
+$77.7K
|
+1,559
|
+6%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.38M
|
+$1.33M
|
+26,765
|
New
|
|
|
13
|
|
$1.19M
|
-$188K
|
-3,778
|
-14%
|
|
|
14
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$1.08M
|
-$93.4K
|
-1,874
|
-8%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$950K
|
+$174K
|
+3,486
|
+23%
|
|
|
16
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$716K
|
+$254K
|
+5,095
|
+58%
|
|
|
17
|
Peak Planning Group
Centennial,
Colorado
|
$690K
|
-$69.7K
|
-1,399
|
-9%
|
|
|
18
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$457K
|
–
|
–
|
–
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$408K
|
+$50
|
+1
|
+0%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$330K
|
+$8.77K
|
+176
|
+3%
|
|
|
21
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$297K
|
–
|
–
|
–
|
|
|
22
|
BlueChip Wealth Advisors
Milton,
Georgia
|
$284K
|
+$4.29K
|
+86
|
+2%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$118K
|
+$88.3K
|
+1,772
|
+351%
|
|
|
24
|
Painted Porch Advisors
Santa Barbara,
California
|
$77.7K
|
+$74.9K
|
+1,504
|
New
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$19.5K
|
+$13.5K
|
+271
|
+253%
|
|
