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Account assets Revenue No. of reps Pre-tax earnings
1 LPL Financial LLC $628,066,885,559 2 Raymond James Financial Services Inc. $327,099,000,000 3 MML Investors Services, LLC $181,600,000,000 4 Commonwealth Equity Services, LLC dba-Commonwealth Financial Network $161,100,000,000 5 Northwestern Mutual Investment Services $152,650,150,000 View More
1 LPL Financial LLC $5,188,399,897 2 Ameriprise Financial Services Inc. $4,804,002,854 3 Raymond James Financial Services Inc. $2,410,000,000 4 Commonwealth Equity Services, LLC dba-Commonwealth Financial Network $1,425,306,063 5 Northwestern Mutual Investment Services $1,219,479,000 View More
1 LPL Financial LLC $592,637,407 2 AXA Advisors LLC $74,400,000 3 Cambridge Investment Research Inc. $46,599,336 4 American Portfolios Financial Services Inc. $9,739,812 5 Investacorp Inc. $8,083,000 View More
Total AUM Avg. Account AUM Discretionary AUM Non-Discretionary AUM
1 Financial Engines Advisors $181,000,000,000 2 Fisher Investments $94,107,835,606 3 Hall Capital Partners Llc $36,253,881,136 4 Chevy Chase Trust Company $27,686,353,937 5 Aperio Group $24,735,579,836 View More
1 Jasper Ridge Partners, L.P. $500,041,890 2 Comprehensive Financial Management Llc $315,000,701 3 Cambridge Associates Ltd Llc $263,854,570 4 Hall Capital Partners Llc $208,355,639 5 East End Advisors, Llc $192,691,536 View More
1 Financial Engines Advisors $181,000,000,000 2 Fisher Investments $94,107,835,606 3 Chevy Chase Trust Company $27,686,353,937 4 Aperio Group $24,735,579,836 5 Private Advisor Group, Llc $19,360,330,580 View More
1 Hall Capital Partners Llc $24,242,280,215 2 Pensionmark Financial Group, Llc $14,625,584,274 3 Moneta Group Investment Advisors, Llc $11,040,339,199 4 Brownson, Rehmus & Foxworth, Inc. $10,892,864,000 5 Tag Associates Llc $7,763,540,000 View More
Joining: Janney Montgomery Scott LLC Leaving: Morgan Stanley Joining: UBS Financial Services Inc. Leaving: Merrill Lynch, Pierce, Fenner & Smith Incorporated Joining: Raymond James & Associates, Inc. Leaving: UBS Financial Services Inc.
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