|
1
|
|
$607M
|
+$78.1M
|
+819,306
|
+15%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$582M
|
+$56.8M
|
+596,348
|
+11%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$325M
|
+$198M
|
+2,077,926
|
+152%
|
|
|
4
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$289M
|
+$53.6M
|
+562,191
|
+22%
|
|
|
5
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$250M
|
+$8.81M
|
+92,394
|
+4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$236M
|
+$26.6M
|
+278,712
|
+13%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$223M
|
+$16.8M
|
+176,646
|
+8%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$219M
|
+$52.2M
|
+547,268
|
+31%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$216M
|
+$28.9M
|
+303,610
|
+15%
|
|
|
10
|
Jones Financial Companies
Des Peres,
Missouri
|
$201M
|
+$43.8M
|
+459,587
|
+27%
|
|
|
11
|
|
$175M
|
+$71.7M
|
+752,308
|
+68%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$173M
|
+$28M
|
+293,768
|
+19%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$141M
|
+$11.2M
|
+117,195
|
+9%
|
|
|
14
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$128M
|
+$2M
|
+20,997
|
+2%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$90.4M
|
+$6.71M
|
+70,430
|
+8%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$75.8M
|
+$1.94M
|
+20,342
|
+3%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$66.4M
|
+$1.98M
|
+20,752
|
+3%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$63.4M
|
+$5.15M
|
+54,040
|
+9%
|
|
|
19
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$60.1M
|
+$3.79M
|
+39,729
|
+7%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$60M
|
+$3.93M
|
+41,252
|
+7%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$56.3M
|
+$5.9M
|
+61,865
|
+12%
|
|
|
22
|
Equitable Holdings
New York
|
$54M
|
+$8.95M
|
+93,845
|
+19%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$52.4M
|
+$4.03M
|
+42,237
|
+8%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$46M
|
+$8.92M
|
+93,554
|
+24%
|
|
|
25
|
|
$42.7M
|
+$1.34M
|
+14,087
|
+3%
|
|
