|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.29B
|
+$560M
|
+20,593,107
|
+78%
|
|
|
2
|
Rakuten Investment Management
Tokyo,
Japan
|
$1.13B
|
–
|
–
|
–
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$949M
|
-$11.1M
|
-409,891
|
-1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$882M
|
-$113M
|
-4,139,914
|
-11%
|
|
|
5
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$852M
|
–
|
–
|
–
|
|
|
6
|
|
$709M
|
-$37.2M
|
-1,367,596
|
-5%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$445M
|
-$49.3M
|
-1,812,868
|
-10%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$426M
|
-$24.6M
|
-905,362
|
-6%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$388M
|
-$10.3M
|
-379,333
|
-3%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$385M
|
-$40.8M
|
-1,501,774
|
-10%
|
|
|
11
|
Wealthspire Advisors (New York)
New York
|
$371M
|
-$401M
|
-14,745,621
|
-52%
|
|
|
12
|
Wealthfront Advisers
Palo Alto,
California
|
$354M
|
-$7.65M
|
-281,404
|
-2%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$280M
|
+$15M
|
+552,907
|
+6%
|
|
|
14
|
Avantax Planning Partners
Dubuque,
Iowa
|
$277M
|
+$9.97M
|
+366,548
|
+4%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$275M
|
-$52M
|
-1,912,504
|
-16%
|
|
|
16
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$254M
|
+$86.2M
|
+3,170,728
|
+52%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$252M
|
-$72.3M
|
-2,659,720
|
-22%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$236M
|
-$19.1M
|
-701,450
|
-8%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$219M
|
+$8.27M
|
+304,047
|
+4%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$216M
|
-$106M
|
-3,884,043
|
-34%
|
|
|
21
|
CIBC World Market
Toronto,
Ontario, Canada
|
$193M
|
+$46.1M
|
+1,694,144
|
+32%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$189M
|
-$9.63M
|
-354,105
|
-5%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$175M
|
-$14.2M
|
-521,362
|
-8%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$173M
|
+$9.41M
|
+345,987
|
+6%
|
|
|
25
|
Keystone Financial Planning
Cleveland,
Ohio
|
$166M
|
-$3.07M
|
-113,004
|
-2%
|
|
