|
1
|
LPL Financial
San Diego,
California
|
$782M
|
+$46.9M
|
+1,961,586
|
+6%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$704M
|
+$7.67M
|
+321,126
|
+1%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$661M
|
-$50.7M
|
-2,120,718
|
-7%
|
|
|
4
|
|
$593M
|
+$13.6M
|
+571,269
|
+2%
|
|
|
5
|
Wealthfront Advisers
Palo Alto,
California
|
$587M
|
-$44.8M
|
-1,875,489
|
-7%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$582M
|
-$6.45M
|
-269,964
|
-1%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$535M
|
-$27.9M
|
-1,168,209
|
-5%
|
|
|
8
|
Avantax Advisory Services
Dallas,
Texas
|
$522M
|
+$14.8M
|
+619,668
|
+3%
|
|
|
9
|
Wealthspire Advisors (New York)
New York
|
$411M
|
-$27.6M
|
-1,155,090
|
-6%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$409M
|
+$24.3M
|
+1,018,647
|
+6%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$370M
|
+$23.2M
|
+969,909
|
+7%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$362M
|
+$10.2M
|
+428,742
|
+3%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$341M
|
+$2.22M
|
+92,994
|
+0.7%
|
|
|
14
|
|
$309M
|
+$59.2M
|
+2,475,780
|
+24%
|
|
|
15
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$300M
|
+$50.8M
|
+2,125,452
|
+21%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$296M
|
+$5.38M
|
+225,288
|
+2%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$278M
|
+$139M
|
+5,807,874
|
+102%
|
|
|
18
|
Avantax Planning Partners
Dubuque,
Iowa
|
$263M
|
+$4.76M
|
+199,260
|
+2%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$256M
|
+$3.68M
|
+154,116
|
+1%
|
|
|
20
|
Merit Financial Group
Alpharetta,
Georgia
|
$219M
|
-$21.4M
|
-896,346
|
-9%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$154M
|
+$6.6M
|
+276,138
|
+5%
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$154M
|
+$1.14M
|
+47,553
|
+0.8%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$153M
|
+$2.29M
|
+95,811
|
+2%
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$128M
|
-$16.3M
|
-681,504
|
-11%
|
|
|
25
|
Cresset Asset Management
Chicago,
Illinois
|
$124M
|
+$121M
|
+5,046,690
|
+5,999%
|
|
