|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.26B
|
+$136M
|
+2,925,667
|
+3%
|
|
|
2
|
|
$1.6B
|
+$224M
|
+4,830,198
|
+16%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$641M
|
+$41M
|
+884,290
|
+7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$637M
|
+$40.8M
|
+880,294
|
+7%
|
|
|
5
|
|
$533M
|
+$110M
|
+2,374,913
|
+26%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$432M
|
+$87.6M
|
+1,887,404
|
+25%
|
|
|
7
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$398M
|
+$92.5M
|
+1,993,799
|
+30%
|
|
|
8
|
Country Trust Bank
Bloomington,
Illinois
|
$294M
|
+$5.57M
|
+120,048
|
+2%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$285M
|
+$52.6M
|
+1,134,404
|
+22%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$270M
|
+$83.7M
|
+1,803,589
|
+44%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$270M
|
+$9.97M
|
+214,859
|
+4%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$266M
|
-$22M
|
-474,534
|
-8%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$225M
|
+$24.2M
|
+522,583
|
+12%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$225M
|
+$20M
|
+430,978
|
+10%
|
|
|
15
|
Quotient Wealth Partners
Dallas,
Texas
|
$225M
|
+$64.6M
|
+1,393,081
|
+40%
|
|
|
16
|
Mather Group
Chicago,
Illinois
|
$192M
|
+$7.51M
|
+161,814
|
+4%
|
|
|
17
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$186M
|
+$29.1M
|
+627,906
|
+18%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$184M
|
+$16M
|
+345,303
|
+9%
|
|
|
19
|
Ritholtz Wealth Management
New York
|
$177M
|
+$3.6M
|
+77,475
|
+2%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$169M
|
+$19.6M
|
+421,315
|
+13%
|
|
|
21
|
Modern Wealth Management
Lenexa,
Kansas
|
$167M
|
+$67.6M
|
+1,456,962
|
+67%
|
|
|
22
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$157M
|
+$7.74M
|
+166,799
|
+5%
|
|
|
23
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$151M
|
+$14.4M
|
+311,221
|
+3%
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$150M
|
+$30.2M
|
+651,819
|
+25%
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$147M
|
+$9.61M
|
+207,111
|
+7%
|
|
