|
1
|
LPL Financial
San Diego,
California
|
$395M
|
+$20.7M
|
+219,333
|
+6%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$336M
|
-$17.3M
|
-183,063
|
-5%
|
|
|
3
|
|
$283M
|
+$6.43M
|
+68,074
|
+2%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$252M
|
+$2.32M
|
+24,520
|
+0.9%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$235M
|
+$49.1M
|
+520,096
|
+27%
|
|
|
6
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$142M
|
+$12.3M
|
+130,444
|
+10%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$129M
|
-$2.71M
|
-28,648
|
-2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$127M
|
-$47.4K
|
-502
|
-0%
|
|
|
9
|
Trilogy Capital
Irvine,
California
|
$115M
|
+$2.98M
|
+31,586
|
+3%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$105M
|
+$8.28M
|
+87,643
|
+9%
|
|
|
11
|
Evercore Wealth Management
New York
|
$99.7M
|
-$1.04M
|
-10,966
|
-1%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$99.7M
|
-$16.7M
|
-176,372
|
-15%
|
|
|
13
|
Clearstead Advisors
Cleveland,
Ohio
|
$90.8M
|
-$3.18M
|
-33,669
|
-3%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$77.6M
|
+$75K
|
+794
|
+0.1%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$75.5M
|
+$4.66M
|
+49,357
|
+7%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$61.7M
|
+$4.33M
|
+45,856
|
+8%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$57M
|
-$330K
|
-3,492
|
-0.6%
|
|
|
18
|
Waterway Wealth Management
The Woodlands,
Texas
|
$56.8M
|
-$1.86M
|
-19,645
|
-3%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$49.8M
|
+$529K
|
+5,599
|
+1%
|
|
|
20
|
CLG LLC
Long Beach,
California
|
$44.4M
|
+$2.81M
|
+29,706
|
+7%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$44.3M
|
-$600K
|
-6,344
|
-1%
|
|
|
22
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$38.8M
|
+$360K
|
+3,814
|
+1%
|
|
|
23
|
Lee-Kelleher Wealth Management
Fulton,
Maryland
|
$36.7M
|
-$273K
|
-2,892
|
-0.8%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$35.4M
|
-$36.4M
|
-385,583
|
-51%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$34M
|
-$705K
|
-7,460
|
-2%
|
|
