|
1
|
|
$1.26B
|
+$601M
|
+25,224,135
|
+103%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.04B
|
+$316M
|
+13,254,270
|
+48%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$873M
|
+$14.1M
|
+593,769
|
+2%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$737M
|
+$3.22M
|
+135,039
|
+0.5%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$604M
|
+$10.6M
|
+445,122
|
+2%
|
|
|
6
|
Avantax Advisory Services
Dallas,
Texas
|
$569M
|
+$1.19M
|
+50,145
|
+0.2%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$503M
|
-$41.8M
|
-1,753,881
|
-8%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$437M
|
-$2.62M
|
-110,061
|
-0.6%
|
|
|
9
|
Wealthfront Advisers
Palo Alto,
California
|
$402M
|
-$179M
|
-7,495,029
|
-32%
|
|
|
10
|
Wealthspire Advisors (New York)
New York
|
$396M
|
-$16.2M
|
-679,794
|
-4%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$389M
|
-$5.78M
|
-242,745
|
-2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$357M
|
-$14.8M
|
-623,139
|
-4%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$340M
|
+$13.1M
|
+549,975
|
+4%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$332M
|
-$77.4M
|
-3,246,150
|
-20%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$316M
|
-$19.4M
|
-812,568
|
-6%
|
|
|
16
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$313M
|
+$1.21M
|
+50,574
|
+0.4%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$278M
|
+$16.9M
|
+707,823
|
+7%
|
|
|
18
|
|
$277M
|
-$51M
|
-2,141,817
|
-16%
|
|
|
19
|
Avantax Planning Partners
Dubuque,
Iowa
|
$271M
|
-$5.24M
|
-219,753
|
-2%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$246M
|
+$96.4M
|
+4,046,109
|
+72%
|
|
|
21
|
Merit Financial Group
Alpharetta,
Georgia
|
$235M
|
-$3.63M
|
-152,202
|
-2%
|
|
|
22
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$228M
|
+$214M
|
+9,000,000
|
New
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$168M
|
+$3.92M
|
+164,358
|
+3%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$166M
|
+$7.32M
|
+307,194
|
+5%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$159M
|
-$6.88M
|
-288,510
|
-4%
|
|
