|
1
|
|
$350M
|
+$19.8M
|
+276,397
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$292M
|
+$24.4M
|
+340,301
|
+9%
|
|
|
3
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$190M
|
-$734K
|
-10,228
|
-0.4%
|
|
|
4
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$137M
|
+$4.01M
|
+55,878
|
+3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$131M
|
-$3.92M
|
-54,538
|
-3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$129M
|
+$2.87M
|
+39,917
|
+2%
|
|
|
7
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$128M
|
+$29.4M
|
+408,821
|
+31%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$109M
|
+$7.91M
|
+110,232
|
+8%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$99.9M
|
-$7.98M
|
-111,098
|
-8%
|
|
|
10
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$88M
|
+$9.2M
|
+128,177
|
+12%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$84.8M
|
+$1.95M
|
+27,206
|
+2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$83.5M
|
+$7.95M
|
+110,732
|
+11%
|
|
|
13
|
Jones Financial Companies
Des Peres,
Missouri
|
$68.9M
|
+$14.7M
|
+204,321
|
+28%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$57.3M
|
+$2.29M
|
+31,881
|
+4%
|
|
|
15
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$52.2M
|
+$1.5M
|
+20,874
|
+3%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$50.7M
|
-$178K
|
-2,478
|
-0.4%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$49.4M
|
-$508K
|
-7,079
|
-1%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$48.4M
|
+$17.9M
|
+248,765
|
+61%
|
|
|
19
|
|
$46.9M
|
-$15.9M
|
-221,085
|
-26%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$44.9M
|
+$3.27M
|
+45,520
|
+8%
|
|
|
21
|
Equitable Holdings
New York
|
$33M
|
-$4.19M
|
-58,405
|
-12%
|
|
|
22
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$31.7M
|
+$545K
|
+7,591
|
+2%
|
|
|
23
|
Focus Partners Wealth
Boston,
Massachusetts
|
$30.8M
|
+$13.4M
|
+186,082
|
+80%
|
|
|
24
|
|
$30.7M
|
+$1.03M
|
+14,367
|
+4%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$30.4M
|
+$4.12M
|
+57,343
|
+16%
|
|
