|
1
|
First Command Advisory Services
Fort Worth,
Texas
|
$748M
|
+$340K
|
+6,622
|
+0%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$356M
|
+$52.6M
|
+1,022,692
|
+18%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$313M
|
+$31.2M
|
+606,341
|
+12%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$226M
|
+$4.24M
|
+82,460
|
+2%
|
|
|
5
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$189M
|
+$9.18M
|
+178,554
|
+5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$183M
|
+$16M
|
+312,167
|
+10%
|
|
|
7
|
|
$145M
|
+$22.8M
|
+444,371
|
+20%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$116M
|
+$30.9M
|
+601,790
|
+39%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$114M
|
+$13.7M
|
+266,437
|
+14%
|
|
|
10
|
SFMG Wealth Advisors
Plano,
Texas
|
$91.5M
|
-$172K
|
-3,350
|
-0.2%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$85.1M
|
-$16.4M
|
-319,594
|
-17%
|
|
|
12
|
Bank of New York Mellon
New York
|
$81.9M
|
+$3.31M
|
+64,466
|
+4%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$77.7M
|
+$1.81M
|
+35,155
|
+3%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$68.9M
|
+$33.9M
|
+659,657
|
+107%
|
|
|
15
|
Connectus Wealth
Cincinnati,
Ohio
|
$68.6M
|
+$5.19M
|
+101,044
|
+9%
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$63.1M
|
-$3.44M
|
-66,884
|
-5%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$62.3M
|
+$29.1M
|
+567,147
|
+97%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$54.8M
|
-$1.41M
|
-27,439
|
-3%
|
|
|
19
|
Equitable Holdings
New York
|
$54.8M
|
+$1.46M
|
+28,499
|
+3%
|
|
|
20
|
Madison Asset Management
Madison,
Wisconsin
|
$54.7M
|
-$1.31M
|
-25,550
|
-2%
|
|
|
21
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$51.4M
|
-$695K
|
-13,515
|
-1%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$50.9M
|
+$10.4M
|
+202,735
|
+27%
|
|
|
23
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$50.8M
|
+$620K
|
+12,056
|
+1%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$49.3M
|
-$151K
|
-2,930
|
-0.3%
|
|
|
25
|
Trilogy Capital
Irvine,
California
|
$44.7M
|
+$5.4M
|
+105,114
|
+15%
|
|
