|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.94B
|
+$225M
|
+4,963,926
|
+6%
|
|
|
2
|
|
$1.33B
|
-$263M
|
-5,817,506
|
-17%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$569M
|
-$859K
|
-18,973
|
-0.2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$561M
|
+$28.5M
|
+629,015
|
+5%
|
|
|
5
|
|
$400M
|
-$66.9M
|
-1,478,302
|
-14%
|
|
|
6
|
Country Trust Bank
Bloomington,
Illinois
|
$283M
|
+$764K
|
+16,888
|
+0.3%
|
|
|
7
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$269M
|
-$4.55M
|
-100,424
|
-2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$259M
|
+$25.9M
|
+571,082
|
+11%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$256M
|
+$61.9M
|
+1,367,235
|
+32%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$240M
|
+$4.52M
|
+99,820
|
+2%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$212M
|
-$567K
|
-12,530
|
-0.3%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$192M
|
+$56K
|
+1,236
|
+0%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$178M
|
+$13.4M
|
+296,050
|
+8%
|
|
|
14
|
Mather Group
Chicago,
Illinois
|
$176M
|
-$717K
|
-15,833
|
-0.4%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$166M
|
+$13M
|
+287,824
|
+9%
|
|
|
16
|
Ritholtz Wealth Management
New York
|
$165M
|
+$64M
|
+1,412,766
|
+64%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$154M
|
+$3.01M
|
+66,514
|
+2%
|
|
|
18
|
Quotient Wealth Partners
Dallas,
Texas
|
$150M
|
+$4.76M
|
+105,134
|
+3%
|
|
|
19
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$142M
|
+$51.4K
|
+1,136
|
+0%
|
|
|
20
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$130M
|
+$8.02M
|
+177,177
|
+2%
|
|
|
21
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$121M
|
+$35.1M
|
+774,471
|
+41%
|
|
|
22
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$121M
|
+$2.57M
|
+56,883
|
+2%
|
|
|
23
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$112M
|
-$1.18M
|
-26,004
|
-1%
|
|
|
24
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$112M
|
+$10.1M
|
+223,155
|
+10%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$106M
|
-$34M
|
-750,783
|
-25%
|
|
