|
1
|
|
$4.91B
|
+$1.21B
|
+23,971,471
|
+33%
|
|
|
2
|
|
$2.76B
|
-$83M
|
-1,644,425
|
-3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$727M
|
+$37.7M
|
+746,626
|
+5%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$717M
|
+$134K
|
+2,657
|
+0%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$639M
|
+$76.9M
|
+1,522,758
|
+14%
|
|
|
6
|
Charles Schwab
San Francisco,
California
|
$553M
|
-$132M
|
-2,619,797
|
-19%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$473M
|
+$40.1M
|
+793,976
|
+9%
|
|
|
8
|
HB Wealth Management
Atlanta,
Georgia
|
$417M
|
+$42.3M
|
+838,189
|
+11%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$359M
|
+$11.4M
|
+224,833
|
+3%
|
|
|
10
|
|
$313M
|
+$25M
|
+494,436
|
+9%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$256M
|
-$34M
|
-673,112
|
-12%
|
|
|
12
|
|
$230M
|
+$49.9M
|
+987,602
|
+28%
|
|
|
13
|
Koshinski Asset Management
Decatur,
Illinois
|
$209M
|
+$209K
|
+4,147
|
New
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$190M
|
+$103M
|
+2,048,587
|
+118%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$183M
|
+$8.21M
|
+162,519
|
+5%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$174M
|
+$174M
|
+3,452,138
|
New
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$170M
|
+$46.5M
|
+921,133
|
+38%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$135M
|
-$18.2M
|
-360,640
|
-12%
|
|
|
19
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$126M
|
+$6.09M
|
+120,527
|
+5%
|
|
|
20
|
TownSquare Capital
Provo,
Utah
|
$116M
|
-$4.61M
|
-91,360
|
-4%
|
|
|
21
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$111M
|
+$26.5M
|
+524,428
|
+31%
|
|
|
22
|
Spire Wealth Management
Mclean,
Virginia
|
$111M
|
+$9.09M
|
+179,975
|
+9%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$110M
|
-$5.81M
|
-114,982
|
-5%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$102M
|
-$17M
|
-336,564
|
-14%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$101M
|
+$42.5M
|
+841,915
|
+72%
|
|
