|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.94B
|
+$108M
|
+624,581
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$3.56B
|
+$221M
|
+1,278,462
|
+7%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$2.68B
|
-$146M
|
-844,255
|
-5%
|
|
|
4
|
|
$1.85B
|
+$99.1M
|
+573,981
|
+6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.37B
|
-$1.77M
|
-10,252
|
-0.1%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.29B
|
-$37.2M
|
-215,735
|
-3%
|
|
|
7
|
|
$1.28B
|
+$8.78M
|
+50,889
|
+0.7%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$952M
|
-$32.8M
|
-190,047
|
-4%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$909M
|
-$29.2M
|
-169,239
|
-3%
|
|
|
10
|
|
$854M
|
-$29.3M
|
-169,804
|
-4%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$732M
|
-$56.9M
|
-329,597
|
-8%
|
|
|
12
|
|
$687M
|
+$184M
|
+1,065,946
|
+40%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$632M
|
+$7.64M
|
+44,285
|
+1%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$619M
|
+$11.1M
|
+64,226
|
+2%
|
|
|
15
|
M&T Bank
Buffalo,
New York
|
$606M
|
-$6.27M
|
-36,303
|
-1%
|
|
|
16
|
KeyBank National Association
Cleveland,
Ohio
|
$580M
|
-$65.7M
|
-380,729
|
-11%
|
|
|
17
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$540M
|
+$185M
|
+1,070,608
|
+57%
|
|
|
18
|
Blue Trust Inc
Alpharetta,
Georgia
|
$486M
|
+$56.5M
|
+327,395
|
+14%
|
|
|
19
|
Facet Wealth Inc
Baltimore,
Maryland
|
$461M
|
+$30.2M
|
+174,714
|
+8%
|
|
|
20
|
Park Avenue Securities
New York
|
$451M
|
-$4.27M
|
-24,738
|
-1%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$442M
|
+$8.23M
|
+47,699
|
+2%
|
|
|
22
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$438M
|
-$27.4M
|
-158,632
|
-6%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$386M
|
-$5.92M
|
-34,290
|
-2%
|
|
|
24
|
Focus Partners Wealth
Boston,
Massachusetts
|
$384M
|
+$36.5M
|
+211,244
|
+11%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$363M
|
+$7.78M
|
+45,088
|
+2%
|
|
