|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$220M
|
+$51.5M
|
+1,840,230
|
+31%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$64.8M
|
-$17M
|
-606,301
|
-21%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$35.7M
|
–
|
–
|
–
|
|
|
4
|
|
$32.1M
|
-$396K
|
-14,138
|
-1%
|
|
|
5
|
PFS Investments
Duluth,
Georgia
|
$8.74M
|
+$3.01M
|
+107,448
|
+52%
|
|
|
6
|
Fisher Asset Management
Camas,
Washington
|
$8.53M
|
+$1.53M
|
+54,585
|
+22%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$8.33M
|
+$587K
|
+20,987
|
+8%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.64M
|
-$1.2M
|
-42,796
|
-15%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.7M
|
+$1.58M
|
+56,500
|
+39%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.17M
|
+$4.36M
|
+155,962
|
+587%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$4.23M
|
-$17M
|
-606,628
|
-80%
|
|
|
12
|
Brookstone Capital Management
Wheaton,
Illinois
|
$3.92M
|
+$744K
|
+26,571
|
+24%
|
|
|
13
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$3.87M
|
+$3.83M
|
+136,696
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.77M
|
+$275K
|
+9,834
|
+8%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$3.19M
|
+$1.24M
|
+44,397
|
+65%
|
|
|
16
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.18M
|
+$602K
|
+21,511
|
+24%
|
|
|
17
|
Pendal Group
Sydney,
Australia
|
$2.76M
|
-$1.4M
|
-50,000
|
-34%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$2.41M
|
-$1.01M
|
-35,959
|
-30%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$2.22M
|
+$1.43M
|
+51,024
|
+187%
|
|
|
20
|
WealthSource Partners
San Luis Obispo,
California
|
$2.01M
|
-$983K
|
-35,119
|
-33%
|
|
|
21
|
Park Avenue Securities
New York
|
$1.91M
|
+$336K
|
+12,023
|
+22%
|
|
|
22
|
William Blair & Company
Chicago,
Illinois
|
$1.84M
|
+$93.1K
|
+3,328
|
+5%
|
|
|
23
|
55I LLC
Boston,
Massachusetts
|
$1.78M
|
+$417K
|
+14,907
|
+31%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.69M
|
+$632K
|
+22,575
|
+61%
|
|
|
25
|
Equitable Holdings
New York
|
$1.66M
|
-$314K
|
-11,222
|
-16%
|
|
