|
1
|
LPL Financial
San Diego,
California
|
$274M
|
+$31.9M
|
+347,993
|
+13%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$263M
|
+$87.3M
|
+950,695
|
+50%
|
|
|
3
|
|
$247M
|
+$25.3M
|
+275,686
|
+12%
|
|
|
4
|
Allworth Financial
Folsom,
California
|
$223M
|
+$2.87M
|
+31,300
|
+1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$158M
|
+$16.7M
|
+182,391
|
+12%
|
|
|
6
|
Fusion Family Wealth
Woodbury,
New York
|
$126M
|
+$356K
|
+3,877
|
+0.3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$51.4M
|
-$26.3K
|
-287
|
-0.1%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$49M
|
-$2.83M
|
-30,827
|
-6%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$47.7M
|
-$975K
|
-10,618
|
-2%
|
|
|
10
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$42.8M
|
+$6.66M
|
+72,585
|
+19%
|
|
|
11
|
ERn Financial LLC
Middleton,
Wisconsin
|
$35.7M
|
+$1.14M
|
+12,415
|
+3%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$31.7M
|
-$17.5M
|
-190,133
|
-36%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$28.1M
|
+$432K
|
+4,710
|
+2%
|
|
|
14
|
Klingman & Associates
New York
|
$23.8M
|
+$990K
|
+10,787
|
+4%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$23.3M
|
+$2.41M
|
+26,237
|
+12%
|
|
|
16
|
Equitable Holdings
New York
|
$20.7M
|
+$1.32M
|
+14,429
|
+7%
|
|
|
17
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$16.8M
|
+$6.93M
|
+75,436
|
+74%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$16.2M
|
-$3.51M
|
-38,202
|
-18%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15.8M
|
+$3.26M
|
+35,550
|
+26%
|
|
|
20
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$15.6M
|
+$792K
|
+8,632
|
+5%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.4M
|
-$923K
|
-10,053
|
-6%
|
|
|
22
|
Investment Planning Advisors
Cumming,
Georgia
|
$13.4M
|
+$13.3M
|
+145,076
|
New
|
|
|
23
|
Aspire Capital Advisors
Seattle,
Washington
|
$13M
|
+$780K
|
+8,501
|
+6%
|
|
|
24
|
Denver Wealth Management
Denver,
Colorado
|
$12.6M
|
-$180K
|
-1,960
|
-1%
|
|
|
25
|
Avantax Advisory Services
Dallas,
Texas
|
$12.5M
|
+$262K
|
+2,851
|
+2%
|
|
