|
1
|
|
$389M
|
+$14.9M
|
+322,618
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$262M
|
+$5.71M
|
+123,553
|
+2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$140M
|
+$8.7M
|
+188,408
|
+7%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$118M
|
+$1.99M
|
+42,981
|
+2%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$111M
|
+$4.43M
|
+95,924
|
+4%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$98M
|
-$1.42M
|
-30,747
|
-1%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$87.4M
|
+$932K
|
+20,170
|
+1%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$59.3M
|
-$13M
|
-281,587
|
-18%
|
|
|
9
|
Kestra Investment Management
Austin,
Texas
|
$54.5M
|
+$1.32M
|
+28,565
|
+2%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$34M
|
+$33.8M
|
+730,652
|
+9,058%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$30.7M
|
+$13.2M
|
+284,718
|
+74%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$30.4M
|
+$5.74M
|
+124,323
|
+23%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$30.3M
|
-$2.84M
|
-61,520
|
-9%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$30.3M
|
+$282K
|
+6,093
|
+0.9%
|
|
|
15
|
|
$30.3M
|
+$1.79M
|
+38,690
|
+6%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$28.9M
|
+$1.64M
|
+35,464
|
+6%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.7M
|
+$305K
|
+6,610
|
+1%
|
|
|
18
|
|
$28M
|
+$28.1M
|
+609,111
|
New
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$19.5M
|
+$1.24M
|
+26,790
|
+7%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$19.4M
|
+$703K
|
+15,226
|
+4%
|
|
|
21
|
Aspiriant LLC
Los Angeles,
California
|
$19.3M
|
-$115K
|
-2,495
|
-0.6%
|
|
|
22
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$18.8M
|
+$170K
|
+3,689
|
+0.9%
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$17.4M
|
-$399K
|
-8,638
|
-2%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$17.1M
|
+$863K
|
+18,672
|
+5%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.9M
|
-$277K
|
-6,000
|
-2%
|
|
