|
1
|
|
$426M
|
+$43.3M
|
+565,961
|
+12%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$363M
|
+$43.9M
|
+574,038
|
+15%
|
|
|
3
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$202M
|
-$4.07M
|
-53,136
|
-2%
|
|
|
4
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$182M
|
+$32.2M
|
+420,173
|
+23%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$154M
|
+$11.5M
|
+149,993
|
+8%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$153M
|
+$12.2M
|
+159,129
|
+9%
|
|
|
7
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$142M
|
+$2.14M
|
+28,009
|
+2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$132M
|
+$13.4M
|
+175,673
|
+12%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$131M
|
+$21.1M
|
+275,875
|
+20%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$104M
|
+$11.6M
|
+151,888
|
+13%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$101M
|
+$9.26M
|
+120,938
|
+11%
|
|
|
12
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$98M
|
+$3.09M
|
+40,351
|
+3%
|
|
|
13
|
Jones Financial Companies
Des Peres,
Missouri
|
$96.7M
|
+$21.5M
|
+280,679
|
+30%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$68M
|
+$5.45M
|
+71,231
|
+9%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$59M
|
+$6.13M
|
+80,048
|
+12%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$55M
|
+$5.89M
|
+77,009
|
+13%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$54M
|
+$254K
|
+3,322
|
+0.5%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$53.6M
|
-$1.47M
|
-19,227
|
-3%
|
|
|
19
|
|
$41.2M
|
+$7.53M
|
+98,443
|
+24%
|
|
|
20
|
Equitable Holdings
New York
|
$38.4M
|
+$2.37M
|
+30,926
|
+7%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$36.6M
|
+$3.43M
|
+44,813
|
+11%
|
|
|
22
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$36.6M
|
+$2.01M
|
+26,278
|
+6%
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$33M
|
+$1.54M
|
+20,127
|
+5%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$32.7M
|
+$5.33M
|
+69,635
|
+21%
|
|
|
25
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$32.4M
|
+$619K
|
+8,085
|
+2%
|
|
