|
1
|
|
$462M
|
+$10.8M
|
+130,669
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$429M
|
+$44.5M
|
+537,112
|
+12%
|
|
|
3
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$214M
|
+$315K
|
+3,795
|
+0.2%
|
|
|
4
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$207M
|
+$13.8M
|
+166,732
|
+7%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$175M
|
+$12.5M
|
+150,596
|
+8%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$169M
|
+$28.8M
|
+348,010
|
+21%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$157M
|
-$4.37M
|
-52,705
|
-3%
|
|
|
8
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$148M
|
-$2.07M
|
-24,992
|
-1%
|
|
|
9
|
Jones Financial Companies
Des Peres,
Missouri
|
$122M
|
+$20.1M
|
+242,746
|
+20%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$120M
|
-$17.6M
|
-211,846
|
-13%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$120M
|
+$13.1M
|
+158,364
|
+13%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$113M
|
+$2.74M
|
+33,012
|
+3%
|
|
|
13
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$107M
|
+$3.67M
|
+44,288
|
+4%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$81.8M
|
+$9.7M
|
+116,999
|
+14%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$69.4M
|
+$6.86M
|
+82,734
|
+11%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$63M
|
+$4.81M
|
+58,014
|
+8%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$57.5M
|
+$364K
|
+4,392
|
+0.7%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$54.3M
|
-$2.22M
|
-26,831
|
-4%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$48M
|
+$20.4M
|
+245,934
|
+77%
|
|
|
20
|
Equitable Holdings
New York
|
$41.7M
|
+$1.1M
|
+13,251
|
+3%
|
|
|
21
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$40.5M
|
+$1.66M
|
+20,004
|
+4%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$39.1M
|
+$4.5M
|
+54,342
|
+13%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$38.4M
|
-$297K
|
-3,588
|
-0.8%
|
|
|
24
|
|
$37M
|
-$6.42M
|
-77,429
|
-15%
|
|
|
25
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$34.9M
|
+$690K
|
+8,323
|
+2%
|
|
