|
1
|
|
$3.59B
|
+$64.8M
|
+521,332
|
+2%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$352M
|
-$6M
|
-48,264
|
-2%
|
|
|
3
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$162M
|
-$8.15M
|
-65,556
|
-5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$154M
|
+$16.7M
|
+134,689
|
+12%
|
|
|
5
|
|
$128M
|
+$5.34M
|
+42,957
|
+4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$124M
|
+$16.4M
|
+132,197
|
+16%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$80.8M
|
-$2.51M
|
-20,187
|
-3%
|
|
|
8
|
Stephens Inc
Little Rock,
Arkansas
|
$59.7M
|
+$6.6M
|
+53,088
|
+13%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$57.6M
|
+$9.18M
|
+73,860
|
+19%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$50.4M
|
+$7.88M
|
+63,408
|
+19%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$48.4M
|
+$11.7M
|
+94,047
|
+33%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$44.2M
|
-$3.12M
|
-25,065
|
-7%
|
|
|
13
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$41M
|
-$855K
|
-6,878
|
-2%
|
|
|
14
|
Modern Wealth Management
Lenexa,
Kansas
|
$37.5M
|
-$2.57M
|
-20,677
|
-7%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$35.5M
|
-$12.7M
|
-101,999
|
-27%
|
|
|
16
|
Mather Group
Chicago,
Illinois
|
$31.9M
|
-$1.74M
|
-13,967
|
-5%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$28.5M
|
+$1.06M
|
+8,538
|
+4%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$27.6M
|
-$1.42M
|
-11,416
|
-5%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.2M
|
-$139K
|
-1,115
|
-0.6%
|
|
|
20
|
|
$20.5M
|
+$1.58M
|
+12,684
|
+8%
|
|
|
21
|
Scotia Capital
Toronto,
Ontario, Canada
|
$20M
|
-$258K
|
-2,075
|
-1%
|
|
|
22
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$19.9M
|
+$7.61M
|
+61,210
|
+65%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$17.3M
|
+$549K
|
+4,412
|
+3%
|
|
|
24
|
Asset Allocation Strategies
Farmington,
Michigan
|
$17.3M
|
+$608K
|
+4,889
|
+4%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$17.2M
|
-$692K
|
-5,568
|
-4%
|
|
