|
1
|
LPL Financial
San Diego,
California
|
$869M
|
+$26.5M
|
+1,017,768
|
+3%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$791M
|
+$762M
|
+29,266,593
|
+2,338%
|
|
|
3
|
|
$721M
|
+$9.71M
|
+373,038
|
+1%
|
|
|
4
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$678M
|
+$205M
|
+7,860,000
|
+41%
|
|
|
5
|
Avantax Advisory Services
Dallas,
Texas
|
$643M
|
+$38.8M
|
+1,488,822
|
+6%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$590M
|
+$30.2M
|
+1,159,158
|
+5%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$484M
|
-$42.7M
|
-1,640,205
|
-8%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$470M
|
-$4.06M
|
-156,051
|
-0.9%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$455M
|
+$10.9M
|
+417,060
|
+2%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$453M
|
-$20.5M
|
-785,865
|
-4%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$389M
|
+$24.5M
|
+939,840
|
+7%
|
|
|
12
|
Wealthfront Advisers
Palo Alto,
California
|
$386M
|
-$12M
|
-462,177
|
-3%
|
|
|
13
|
Wealthspire Advisors (New York)
New York
|
$383M
|
-$8.78M
|
-337,434
|
-2%
|
|
|
14
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$326M
|
+$2.63M
|
+101,046
|
+0.8%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$310M
|
-$36M
|
-1,381,545
|
-10%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$306M
|
-$6.73M
|
-258,429
|
-2%
|
|
|
17
|
Avantax Planning Partners
Dubuque,
Iowa
|
$278M
|
-$1.9M
|
-73,176
|
-0.7%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$274M
|
+$11.9M
|
+456,183
|
+5%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$262M
|
-$64.5M
|
-2,476,431
|
-20%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$217M
|
-$79.1M
|
-3,039,792
|
-27%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$170M
|
-$4.38M
|
-168,294
|
-3%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$166M
|
-$10.7M
|
-410,976
|
-6%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$154M
|
-$10M
|
-385,515
|
-6%
|
|
|
24
|
Cresset Asset Management
Chicago,
Illinois
|
$142M
|
-$1.02M
|
-39,177
|
-0.7%
|
|
|
25
|
Charles Schwab Trust Bank
Henderson,
Nevada
|
$139M
|
-$2.67M
|
-102,711
|
-2%
|
|
