|
1
|
LPL Financial
San Diego,
California
|
$798M
|
+$37.1M
|
+1,511,910
|
+5%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$682M
|
-$4.78M
|
-194,724
|
-0.7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$652M
|
+$136M
|
+5,542,680
|
+25%
|
|
|
4
|
|
$576M
|
-$1.76M
|
-71,586
|
-0.3%
|
|
|
5
|
Wealthfront Advisers
Palo Alto,
California
|
$551M
|
-$22.7M
|
-923,691
|
-4%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$546M
|
-$100M
|
-4,087,176
|
-15%
|
|
|
7
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$544M
|
+$534M
|
+21,751,236
|
+5,493%
|
|
|
8
|
Avantax Advisory Services
Dallas,
Texas
|
$528M
|
+$19.6M
|
+799,548
|
+4%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$509M
|
-$61.1M
|
-2,489,625
|
-10%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$409M
|
+$10.7M
|
+435,504
|
+3%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$385M
|
+$54.7M
|
+2,227,794
|
+16%
|
|
|
12
|
Wealthspire Advisors (New York)
New York
|
$384M
|
-$17.1M
|
-696,768
|
-4%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$367M
|
+$7.08M
|
+288,702
|
+2%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$347M
|
-$6.55M
|
-266,865
|
-2%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$313M
|
+$25.7M
|
+1,046,130
|
+9%
|
|
|
16
|
|
$308M
|
+$7M
|
+285,258
|
+2%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$303M
|
+$33.3M
|
+1,355,232
|
+12%
|
|
|
18
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$290M
|
-$2.31M
|
-94,110
|
-0.8%
|
|
|
19
|
Avantax Planning Partners
Dubuque,
Iowa
|
$257M
|
+$1.24M
|
+50,469
|
+0.5%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$242M
|
-$7.79M
|
-317,577
|
-3%
|
|
|
21
|
Merit Financial Group
Alpharetta,
Georgia
|
$222M
|
+$8.27M
|
+336,858
|
+4%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$154M
|
+$5.82M
|
+237,324
|
+4%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$152M
|
+$2.23M
|
+90,816
|
+1%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$147M
|
-$3.31M
|
-134,733
|
-2%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$134M
|
+$15.6M
|
+637,428
|
+13%
|
|
