|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$1.01B
|
+$177M
|
+4,594,021
|
+20%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$432M
|
+$73.5M
|
+1,910,043
|
+20%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$276M
|
+$111M
|
+2,879,118
|
+63%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$259M
|
+$110M
|
+2,847,282
|
+69%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$232M
|
+$108M
|
+2,801,493
|
+81%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$226M
|
+$47.2M
|
+1,225,605
|
+25%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$179M
|
+$29.8M
|
+773,776
|
+19%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$175M
|
+$24.5M
|
+636,822
|
+16%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$167M
|
+$4.35M
|
+112,981
|
+3%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$158M
|
+$50M
|
+1,299,196
|
+44%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$148M
|
+$37.9M
|
+983,896
|
+33%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$136M
|
+$120M
|
+3,129,069
|
+587%
|
|
|
13
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$135M
|
+$6.78M
|
+176,225
|
+5%
|
|
|
14
|
|
$125M
|
+$108M
|
+2,819,117
|
+531%
|
|
|
15
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$94.5M
|
+$1.28M
|
+33,312
|
+1%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$83.5M
|
+$37M
|
+962,414
|
+75%
|
|
|
17
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$70.4M
|
+$5.99M
|
+155,541
|
+9%
|
|
|
18
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$56.4M
|
+$2.14M
|
+55,731
|
+4%
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$52.8M
|
+$7.73M
|
+200,762
|
+16%
|
|
|
20
|
KFG Wealth Management
Granger,
Indiana
|
$52.4M
|
+$5.65M
|
+146,713
|
+12%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$52.1M
|
+$22.5M
|
+583,819
|
+71%
|
|
|
22
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$49.2M
|
+$18.7M
|
+485,068
|
+58%
|
|
|
23
|
Financial Strategies Group
Okemos,
Michigan
|
$46.7M
|
+$2.15M
|
+55,917
|
+5%
|
|
|
24
|
CGC Financial Services
Lake Oswego,
Oregon
|
$44M
|
+$31.2K
|
+810
|
+0.1%
|
|
|
25
|
Reston Wealth Management
Reston,
Virginia
|
$38.3M
|
+$39.6M
|
+1,030,071
|
New
|
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