|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.36B
|
+$779M
|
+27,394,520
|
+123%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$992M
|
+$48.9M
|
+1,720,606
|
+5%
|
|
|
3
|
|
$778M
|
+$22M
|
+773,394
|
+3%
|
|
|
4
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$733M
|
–
|
–
|
–
|
|
|
5
|
Avantax Advisory Services
Dallas,
Texas
|
$710M
|
+$14.1M
|
+496,258
|
+2%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$593M
|
+$617M
|
+21,703,476
|
New
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$536M
|
+$15.4M
|
+540,938
|
+3%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$498M
|
+$13.7M
|
+482,443
|
+3%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$476M
|
+$3.69M
|
+129,943
|
+0.8%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$436M
|
+$15.8M
|
+556,390
|
+4%
|
|
|
11
|
Wealthspire Advisors (New York)
New York
|
$414M
|
-$6.13M
|
-215,756
|
-1%
|
|
|
12
|
Wealthfront Advisers
Palo Alto,
California
|
$391M
|
-$6.02M
|
-211,828
|
-1%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$359M
|
+$8.1M
|
+284,884
|
+2%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$336M
|
+$14.4M
|
+505,207
|
+4%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$313M
|
+$16.6M
|
+583,856
|
+5%
|
|
|
16
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$302M
|
-$48.6M
|
-1,709,762
|
-13%
|
|
|
17
|
Avantax Planning Partners
Dubuque,
Iowa
|
$256M
|
+$1.79M
|
+62,989
|
+0.7%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$248M
|
+$14.2M
|
+499,432
|
+6%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$246M
|
-$22.6M
|
-794,164
|
-8%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$224M
|
+$35.7M
|
+1,255,753
|
+18%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$194M
|
+$11.1M
|
+390,564
|
+6%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$166M
|
+$14.3M
|
+502,316
|
+9%
|
|
|
23
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$157M
|
+$5.37M
|
+188,890
|
+3%
|
|
|
24
|
|
$154M
|
+$59.2M
|
+2,083,517
|
+59%
|
|
|
25
|
Cresset Asset Management
Chicago,
Illinois
|
$151M
|
-$7.68M
|
-270,071
|
-5%
|
|
