|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$162M
|
+$162M
|
+5,781,641
|
+3,261%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$80.2M
|
+$23.3M
|
+834,191
|
+41%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$35.7M
|
–
|
–
|
–
|
|
|
4
|
|
$31.8M
|
+$29.1M
|
+1,039,334
|
+974%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$21M
|
+$3.2M
|
+114,530
|
+18%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.69M
|
+$2.99M
|
+106,691
|
+63%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$7.57M
|
+$335K
|
+11,970
|
+5%
|
|
|
8
|
Fisher Asset Management
Camas,
Washington
|
$6.83M
|
+$581K
|
+20,750
|
+9%
|
|
|
9
|
PFS Investments
Duluth,
Georgia
|
$5.72M
|
+$3.57M
|
+127,422
|
+162%
|
|
|
10
|
Pendal Group
Sydney,
Australia
|
$4.09M
|
-$2.6M
|
-93,000
|
-39%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.01M
|
+$307K
|
+10,989
|
+8%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.41M
|
+$551K
|
+19,710
|
+19%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$3.35M
|
+$1.07M
|
+38,230
|
+46%
|
|
|
14
|
Brookstone Capital Management
Wheaton,
Illinois
|
$3.09M
|
+$334K
|
+11,952
|
+12%
|
|
|
15
|
WealthSource Partners
San Luis Obispo,
California
|
$2.94M
|
+$658K
|
+23,514
|
+28%
|
|
|
16
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.51M
|
+$148K
|
+5,300
|
+6%
|
|
|
17
|
Equitable Holdings
New York
|
$1.94M
|
+$830K
|
+29,658
|
+74%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.89M
|
-$38.3K
|
-1,370
|
-2%
|
|
|
19
|
William Blair & Company
Chicago,
Illinois
|
$1.71M
|
+$1.73M
|
+61,721
|
New
|
|
|
20
|
Park Avenue Securities
New York
|
$1.53M
|
+$653K
|
+23,331
|
+73%
|
|
|
21
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$1.52M
|
+$1.53M
|
+54,663
|
New
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.37M
|
+$433K
|
+15,480
|
+46%
|
|
|
23
|
55I LLC
Boston,
Massachusetts
|
$1.33M
|
+$343K
|
+12,251
|
+34%
|
|
|
24
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.22M
|
+$264K
|
+9,437
|
+27%
|
|
|
25
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$1.19M
|
+$105K
|
+3,750
|
+10%
|
|
