|
1
|
|
$1.31B
|
+$226M
|
+4,336,355
|
+21%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$735M
|
-$679M
|
-13,006,736
|
-48%
|
|
|
3
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$687M
|
+$57.3M
|
+1,096,348
|
+9%
|
|
|
4
|
|
$675M
|
-$47.1M
|
-902,222
|
-7%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$632M
|
-$194M
|
-3,705,428
|
-23%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$625M
|
+$16.4M
|
+314,802
|
+3%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$505M
|
+$49.1M
|
+939,675
|
+11%
|
|
|
8
|
|
$486M
|
-$31M
|
-593,629
|
-6%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$391M
|
-$29.4M
|
-563,714
|
-7%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$344M
|
+$38.3M
|
+734,095
|
+13%
|
|
|
11
|
Sequoia Financial Advisors
Akron,
Ohio
|
$321M
|
+$36M
|
+690,001
|
+13%
|
|
|
12
|
Quotient Wealth Partners
Dallas,
Texas
|
$301M
|
+$10.2M
|
+195,515
|
+4%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$243M
|
-$16.4M
|
-314,265
|
-6%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$213M
|
-$40M
|
-766,461
|
-16%
|
|
|
15
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$171M
|
+$28.5M
|
+545,985
|
+20%
|
|
|
16
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$165M
|
+$15.5M
|
+297,667
|
+10%
|
|
|
17
|
Wharton Business Group
Malvern,
Pennsylvania
|
$161M
|
+$24.8M
|
+475,305
|
+18%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$142M
|
+$3.58M
|
+68,553
|
+3%
|
|
|
19
|
Merit Financial Group
Alpharetta,
Georgia
|
$139M
|
+$14.5M
|
+278,252
|
+12%
|
|
|
20
|
|
$123M
|
-$28.4M
|
-544,067
|
-19%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$122M
|
-$17.4M
|
-333,580
|
-12%
|
|
|
22
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$116M
|
+$4.4M
|
+84,232
|
+4%
|
|
|
23
|
Jones Financial Companies
Des Peres,
Missouri
|
$108M
|
+$28.8M
|
+551,538
|
+37%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$104M
|
+$5.98M
|
+114,399
|
+6%
|
|
|
25
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$85.3M
|
+$14.2M
|
+271,488
|
+20%
|
|
