|
1
|
LPL Financial
San Diego,
California
|
$340M
|
+$47.7M
|
+502,496
|
+17%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$315M
|
+$34.9M
|
+367,533
|
+13%
|
|
|
3
|
|
$279M
|
+$17M
|
+179,168
|
+7%
|
|
|
4
|
Allworth Financial
Folsom,
California
|
$235M
|
+$3.83M
|
+40,290
|
+2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$183M
|
+$15.1M
|
+158,793
|
+9%
|
|
|
6
|
Fusion Family Wealth
Woodbury,
New York
|
$139M
|
+$5.28M
|
+55,620
|
+4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$52.6M
|
+$2.02M
|
+21,221
|
+4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$51.3M
|
-$3.03M
|
-31,857
|
-6%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$48.6M
|
-$3.09M
|
-32,549
|
-6%
|
|
|
10
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$47.9M
|
+$1.67M
|
+17,524
|
+4%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$39.9M
|
+$6.19M
|
+65,130
|
+19%
|
|
|
12
|
ERn Financial LLC
Middleton,
Wisconsin
|
$38.9M
|
+$1.08M
|
+11,370
|
+3%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$32.5M
|
+$2.74M
|
+28,886
|
+10%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$26.2M
|
+$1.51M
|
+15,936
|
+6%
|
|
|
15
|
Klingman & Associates
New York
|
$25.8M
|
+$550K
|
+5,791
|
+2%
|
|
|
16
|
Equitable Holdings
New York
|
$23.4M
|
+$1.43M
|
+15,101
|
+7%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$22M
|
+$5.05M
|
+53,123
|
+31%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$20.5M
|
+$7.55M
|
+79,479
|
+61%
|
|
|
19
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$18.7M
|
+$18.1M
|
+190,988
|
New
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$17.8M
|
+$588K
|
+6,187
|
+4%
|
|
|
21
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$17.4M
|
+$187K
|
+1,963
|
+1%
|
|
|
22
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$17.1M
|
+$657K
|
+6,913
|
+4%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.1M
|
-$143K
|
-1,501
|
-0.9%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.8M
|
+$3.6M
|
+37,917
|
+31%
|
|
|
25
|
Atria Wealth Solutions
New York
|
$14.2M
|
+$4.2M
|
+44,190
|
+44%
|
|
