|
1
|
LPL Financial
San Diego,
California
|
$975M
|
+$28.7M
|
+1,052,616
|
+3%
|
|
|
2
|
|
$781M
|
-$3.02M
|
-110,754
|
-0.4%
|
|
|
3
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$756M
|
–
|
–
|
–
|
|
|
4
|
Avantax Advisory Services
Dallas,
Texas
|
$719M
|
+$18.9M
|
+692,961
|
+3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$627M
|
-$14.6M
|
-537,507
|
-2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$538M
|
+$25.5M
|
+936,222
|
+5%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$500M
|
+$7.38M
|
+271,011
|
+2%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$498M
|
+$3.24M
|
+118,791
|
+0.7%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$487M
|
-$29.7M
|
-1,089,849
|
-6%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$434M
|
+$10.7M
|
+394,149
|
+3%
|
|
|
11
|
Wealthspire Advisors (New York)
New York
|
$433M
|
+$16.1M
|
+591,267
|
+4%
|
|
|
12
|
Wealthfront Advisers
Palo Alto,
California
|
$409M
|
-$9.97M
|
-366,132
|
-2%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$362M
|
+$24.3M
|
+893,022
|
+7%
|
|
|
14
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$360M
|
+$5.79M
|
+212,556
|
+2%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$332M
|
-$212K
|
-7,797
|
-0.1%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$307M
|
+$8.31M
|
+304,911
|
+3%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$276M
|
-$8.26M
|
-303,369
|
-3%
|
|
|
18
|
Avantax Planning Partners
Dubuque,
Iowa
|
$263M
|
-$38.2M
|
-1,402,872
|
-13%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$242M
|
+$5.47M
|
+200,766
|
+2%
|
|
|
20
|
Japan Science & Technology Agency
Tokyo,
Japan
|
$219M
|
+$133M
|
+4,871,409
|
+167%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$196M
|
+$10.9M
|
+401,151
|
+6%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$189M
|
+$8.51M
|
+312,258
|
+5%
|
|
|
23
|
Cresset Asset Management
Chicago,
Illinois
|
$163M
|
+$10M
|
+368,868
|
+7%
|
|
|
24
|
Keystone Financial Planning
Cleveland,
Ohio
|
$157M
|
+$7.74M
|
+284,295
|
+5%
|
|
|
25
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$157M
|
+$9.4M
|
+344,946
|
+7%
|
|
