|
1
|
LPL Financial
San Diego,
California
|
$874M
|
-$48.8M
|
-1,887,588
|
-5%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$784M
|
+$3.14M
|
+121,479
|
+0.4%
|
|
|
3
|
|
$737M
|
-$574M
|
-22,212,732
|
-45%
|
|
|
4
|
Avantax Advisory Services
Dallas,
Texas
|
$627M
|
+$23.2M
|
+898,488
|
+4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$581M
|
-$498M
|
-19,287,762
|
-47%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$541M
|
-$93.7M
|
-3,628,377
|
-15%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$492M
|
+$27.9M
|
+1,079,748
|
+6%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$491M
|
-$40.4M
|
-1,562,226
|
-8%
|
|
|
9
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$471M
|
+$257M
|
+9,960,000
|
+111%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$461M
|
+$46.9M
|
+1,814,532
|
+12%
|
|
|
11
|
Wealthfront Advisers
Palo Alto,
California
|
$413M
|
-$12.9M
|
-498,801
|
-3%
|
|
|
12
|
Wealthspire Advisors (New York)
New York
|
$406M
|
-$12.4M
|
-479,820
|
-3%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$379M
|
+$439K
|
+16,977
|
+0.1%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$358M
|
+$22.7M
|
+878,346
|
+7%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$338M
|
-$12.4M
|
-481,017
|
-4%
|
|
|
16
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$335M
|
+$2.95M
|
+114,060
|
+0.9%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$324M
|
+$28.4M
|
+1,098,360
|
+10%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$307M
|
-$51M
|
-1,973,112
|
-15%
|
|
|
19
|
|
$306M
|
+$12.4M
|
+479,997
|
+4%
|
|
|
20
|
Avantax Planning Partners
Dubuque,
Iowa
|
$290M
|
+$2.5M
|
+96,855
|
+0.9%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$272M
|
+$11.4M
|
+440,106
|
+5%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$183M
|
+$7.3M
|
+282,423
|
+4%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$181M
|
+$12.2M
|
+471,117
|
+8%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$170M
|
+$56.5M
|
+2,188,806
|
+53%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$156M
|
-$5.68M
|
-219,891
|
-4%
|
|
