|
1
|
|
$506M
|
+$14.4M
|
+165,264
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$502M
|
+$44.1M
|
+507,784
|
+10%
|
|
|
3
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$231M
|
+$10.4M
|
+119,392
|
+5%
|
|
|
4
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$225M
|
-$2.38M
|
-27,434
|
-1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$200M
|
+$20.1M
|
+231,082
|
+12%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$197M
|
+$10.4M
|
+119,705
|
+6%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$179M
|
+$12.1M
|
+139,220
|
+8%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$160M
|
+$31.4M
|
+361,866
|
+26%
|
|
|
9
|
Jones Financial Companies
Des Peres,
Missouri
|
$156M
|
+$24.3M
|
+279,438
|
+19%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$139M
|
+$11.6M
|
+133,087
|
+9%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$124M
|
+$35.6M
|
+409,904
|
+42%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$123M
|
+$2.94M
|
+33,870
|
+3%
|
|
|
13
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$120M
|
+$5.92M
|
+68,151
|
+5%
|
|
|
14
|
|
$99M
|
+$60.8M
|
+700,000
|
+175%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$80M
|
+$6.06M
|
+69,715
|
+9%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$70.6M
|
+$3.5M
|
+40,246
|
+5%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$61.7M
|
+$27.7M
|
+318,605
|
+109%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$61.5M
|
+$421K
|
+4,841
|
+0.7%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$55.7M
|
-$1.95M
|
-22,478
|
-4%
|
|
|
20
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$53.8M
|
+$10.6M
|
+121,687
|
+26%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$53.6M
|
+$2.55M
|
+29,353
|
+5%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$48.2M
|
+$6.35M
|
+73,114
|
+16%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$46.3M
|
+$5.26M
|
+60,576
|
+13%
|
|
|
24
|
Equitable Holdings
New York
|
$45.6M
|
+$1.25M
|
+14,413
|
+3%
|
|
|
25
|
|
$40.7M
|
+$1.3M
|
+14,929
|
+3%
|
|
