|
1
|
|
$3.1B
|
+$269M
|
+5,359,338
|
+10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.09B
|
-$73.5M
|
-1,461,879
|
-6%
|
|
|
3
|
|
$960M
|
+$540M
|
+10,751,662
|
+129%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$789M
|
-$226M
|
-4,491,369
|
-22%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$621M
|
+$28.4M
|
+565,322
|
+5%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$474M
|
+$8.12M
|
+161,657
|
+2%
|
|
|
7
|
Avantax Advisory Services
Dallas,
Texas
|
$458M
|
+$22.6M
|
+449,248
|
+5%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$454M
|
+$13.5M
|
+268,300
|
+3%
|
|
|
9
|
Charles Schwab
San Francisco,
California
|
$349M
|
+$49.5M
|
+984,219
|
+17%
|
|
|
10
|
HB Wealth Management
Atlanta,
Georgia
|
$330M
|
+$33.7M
|
+669,702
|
+11%
|
|
|
11
|
SVB Wealth
Boston,
Massachusetts
|
$319M
|
-$57.9M
|
-1,151,694
|
-15%
|
|
|
12
|
|
$270M
|
+$185M
|
+3,684,443
|
+219%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$209M
|
-$43.4M
|
-864,066
|
-17%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$201M
|
+$15.6M
|
+310,040
|
+8%
|
|
|
15
|
|
$193M
|
-$2.74M
|
-54,498
|
-1%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$193M
|
+$31.5M
|
+627,259
|
+20%
|
|
|
17
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$180M
|
+$679K
|
+13,507
|
+0.4%
|
|
|
18
|
|
$178M
|
+$153M
|
+3,039,036
|
+601%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$148M
|
-$69.5M
|
-1,383,290
|
-32%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$142M
|
+$555K
|
+11,050
|
+0.4%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$118M
|
-$78.7M
|
-1,566,752
|
-40%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$116M
|
+$41M
|
+815,831
|
+55%
|
|
|
23
|
Spire Wealth Management
Mclean,
Virginia
|
$116M
|
+$57.2M
|
+1,137,286
|
+97%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$106M
|
+$8.55M
|
+170,133
|
+9%
|
|
|
25
|
TownSquare Capital
Provo,
Utah
|
$103M
|
+$19.2M
|
+381,969
|
+23%
|
|
