|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$507M
|
+$98.1M
|
+1,223,177
|
+25%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$430M
|
+$16.6M
|
+206,717
|
+4%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$362M
|
+$26M
|
+324,275
|
+8%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$361M
|
+$62.5M
|
+779,001
|
+22%
|
|
|
5
|
American Century Companies
Kansas City,
Missouri
|
$342M
|
+$38.9M
|
+485,056
|
+13%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$269M
|
+$77.1M
|
+961,586
|
+42%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$260M
|
+$36.8M
|
+458,993
|
+17%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$249M
|
+$28M
|
+348,698
|
+13%
|
|
|
9
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$242M
|
+$10.2M
|
+127,137
|
+5%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$241M
|
+$23M
|
+286,660
|
+11%
|
|
|
11
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$240M
|
-$3.11M
|
-38,738
|
-1%
|
|
|
12
|
|
$230M
|
+$59.6M
|
+743,059
|
+36%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$192M
|
-$1.75M
|
-21,854
|
-0.9%
|
|
|
14
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$155M
|
-$19.6M
|
-244,051
|
-11%
|
|
|
15
|
|
$140M
|
+$123M
|
+1,538,445
|
+952%
|
|
|
16
|
HB Wealth Management
Atlanta,
Georgia
|
$138M
|
-$728K
|
-9,082
|
-0.5%
|
|
|
17
|
Mission Wealth Management
Santa Barbara,
California
|
$120M
|
+$117M
|
+1,455,229
|
New
|
|
|
18
|
Oak Root LLC
Santa Barbara,
California
|
$117M
|
-$7M
|
-87,231
|
-6%
|
|
|
19
|
Focus Partners Wealth
Boston,
Massachusetts
|
$114M
|
+$1.99M
|
+24,867
|
+2%
|
|
|
20
|
Gradient Investments
Arden Hills,
Minnesota
|
$112M
|
+$3.84M
|
+47,939
|
+4%
|
|
|
21
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$95.4M
|
+$24.6M
|
+306,308
|
+36%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$94.7M
|
+$12.7M
|
+158,042
|
+16%
|
|
|
23
|
Financial Plan Inc
Bellingham,
Washington
|
$93.5M
|
+$91M
|
+1,135,214
|
New
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$87.4M
|
+$6.71M
|
+83,675
|
+9%
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$82.2M
|
+$17M
|
+211,831
|
+27%
|
|
