|
1
|
|
$3.01B
|
-$83.7M
|
-1,668,099
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$978M
|
-$111M
|
-2,207,743
|
-10%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$832M
|
+$45.9M
|
+914,046
|
+6%
|
|
|
4
|
|
$645M
|
-$312M
|
-6,207,448
|
-33%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$577M
|
-$41.4M
|
-824,421
|
-7%
|
|
|
6
|
Charles Schwab
San Francisco,
California
|
$523M
|
+$176M
|
+3,504,882
|
+51%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$466M
|
-$6.83M
|
-136,008
|
-1%
|
|
|
8
|
Avantax Advisory Services
Dallas,
Texas
|
$463M
|
+$7.33M
|
+145,993
|
+2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$424M
|
-$29.3M
|
-582,983
|
-6%
|
|
|
10
|
HB Wealth Management
Atlanta,
Georgia
|
$348M
|
+$18.3M
|
+364,065
|
+5%
|
|
|
11
|
|
$319M
|
+$50.1M
|
+997,883
|
+19%
|
|
|
12
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$266M
|
+$256M
|
+5,098,169
|
+2,433%
|
|
|
13
|
|
$259M
|
+$81.3M
|
+1,620,208
|
+46%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$185M
|
-$15.4M
|
-306,574
|
-8%
|
|
|
15
|
|
$184M
|
-$8.29M
|
-165,254
|
-4%
|
|
|
16
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$181M
|
+$1.34M
|
+26,696
|
+0.7%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$166M
|
-$25.7M
|
-512,343
|
-13%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$164M
|
-$44.3M
|
-883,091
|
-21%
|
|
|
19
|
SVB Wealth
Boston,
Massachusetts
|
$149M
|
-$169M
|
-3,362,841
|
-53%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$141M
|
-$7.18M
|
-143,086
|
-5%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$134M
|
-$7.63M
|
-152,021
|
-5%
|
|
|
22
|
TownSquare Capital
Provo,
Utah
|
$129M
|
+$25.7M
|
+512,400
|
+25%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$121M
|
-$15M
|
-298,435
|
-11%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$109M
|
-$8.98M
|
-179,029
|
-8%
|
|
|
25
|
Spire Wealth Management
Mclean,
Virginia
|
$104M
|
-$11.2M
|
-224,134
|
-10%
|
|
