|
1
|
LPL Financial
San Diego,
California
|
$740M
|
+$83.3M
|
+3,330,267
|
+12%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$716M
|
+$92.2M
|
+3,686,508
|
+14%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$702M
|
+$22.1M
|
+882,645
|
+3%
|
|
|
4
|
Wealthfront Advisers
Palo Alto,
California
|
$638M
|
-$205M
|
-8,181,582
|
-24%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$593M
|
+$37.9M
|
+1,514,949
|
+7%
|
|
|
6
|
|
$584M
|
+$17.9M
|
+717,912
|
+3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$568M
|
+$43.7M
|
+1,748,091
|
+8%
|
|
|
8
|
Avantax Advisory Services
Dallas,
Texas
|
$511M
|
+$35.5M
|
+1,418,754
|
+7%
|
|
|
9
|
Wealthspire Advisors (New York)
New York
|
$442M
|
+$6.09M
|
+243,558
|
+1%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$387M
|
+$3.5M
|
+140,091
|
+0.9%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$354M
|
+$10.7M
|
+428,781
|
+3%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$349M
|
+$34M
|
+1,358,475
|
+10%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$341M
|
+$18.6M
|
+745,965
|
+6%
|
|
|
14
|
Avantax Planning Partners
Dubuque,
Iowa
|
$260M
|
+$3.87M
|
+154,965
|
+1%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$254M
|
-$39.1M
|
-1,564,455
|
-13%
|
|
|
16
|
|
$251M
|
-$138M
|
-5,529,546
|
-35%
|
|
|
17
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$250M
|
-$7.86M
|
-314,460
|
-3%
|
|
|
18
|
Merit Financial Group
Alpharetta,
Georgia
|
$243M
|
+$6.18M
|
+247,011
|
+3%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$188M
|
+$10.3M
|
+411,123
|
+6%
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$154M
|
+$23M
|
+920,190
|
+17%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$151M
|
+$6.23M
|
+249,057
|
+4%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$148M
|
+$10.7M
|
+427,461
|
+8%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$146M
|
+$7.72M
|
+308,733
|
+5%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$139M
|
+$9.97M
|
+398,853
|
+8%
|
|
|
25
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$128M
|
+$15.2M
|
+606,453
|
+13%
|
|
