|
1
|
LPL Financial
San Diego,
California
|
$1.08B
|
+$68.9M
|
+2,470,706
|
+7%
|
|
|
2
|
Rakuten Investment Management
Tokyo,
Japan
|
$911M
|
+$921M
|
+33,032,234
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$902M
|
-$485M
|
-17,387,364
|
-35%
|
|
|
4
|
Wealthspire Advisors (New York)
New York
|
$826M
|
+$402M
|
+14,410,724
|
+95%
|
|
|
5
|
|
$821M
|
+$24.7M
|
+886,025
|
+3%
|
|
|
6
|
Avantax Advisory Services
Dallas,
Texas
|
$773M
|
+$45.6M
|
+1,637,300
|
+6%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$593M
|
-$14M
|
-503,845
|
-2%
|
|
|
8
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$519M
|
-$230M
|
-8,250,000
|
-31%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$507M
|
-$41.6M
|
-1,493,996
|
-8%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$497M
|
-$12.8M
|
-459,050
|
-3%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$491M
|
+$3.16M
|
+113,330
|
+0.7%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$433M
|
-$13.7M
|
-490,089
|
-3%
|
|
|
13
|
Wealthfront Advisers
Palo Alto,
California
|
$389M
|
-$10.7M
|
-385,060
|
-3%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$377M
|
+$10.2M
|
+365,856
|
+3%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$326M
|
+$5.09M
|
+182,749
|
+2%
|
|
|
16
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$322M
|
+$12.8M
|
+457,867
|
+4%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$281M
|
+$28.8M
|
+1,034,229
|
+11%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$278M
|
-$65.1M
|
-2,334,003
|
-19%
|
|
|
19
|
Avantax Planning Partners
Dubuque,
Iowa
|
$269M
|
+$7.07M
|
+253,790
|
+3%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$256M
|
+$2.37M
|
+84,956
|
+0.9%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$230M
|
+$700K
|
+25,129
|
+0.3%
|
|
|
22
|
Cresset Asset Management
Chicago,
Illinois
|
$212M
|
+$57.7M
|
+2,069,007
|
+38%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$191M
|
+$20.9M
|
+749,871
|
+12%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$189M
|
-$9.24M
|
-331,630
|
-5%
|
|
|
25
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$165M
|
+$4.5M
|
+161,391
|
+3%
|
|
