|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$121M
|
+$15.3M
|
+702,184
|
+15%
|
|
|
2
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$86.8M
|
+$84.7M
|
+3,889,173
|
+9,347%
|
|
|
3
|
TruWealth Advisors
Metairie,
Louisiana
|
$56.1M
|
+$55.3M
|
+2,541,228
|
New
|
|
|
4
|
|
$25.9M
|
+$5.75M
|
+264,146
|
+29%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$23.9M
|
+$5.67M
|
+260,616
|
+32%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16.4M
|
+$4.91M
|
+225,576
|
+43%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$15.2M
|
+$6.69M
|
+307,487
|
+81%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$13.4M
|
+$3.78M
|
+173,816
|
+40%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.9M
|
+$1.08M
|
+49,718
|
+11%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.35M
|
+$1.58M
|
+72,484
|
+28%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$7.18M
|
+$801K
|
+36,808
|
+13%
|
|
|
12
|
Legacy Wealth Partners (California)
Calabasas,
California
|
$5.8M
|
-$184K
|
-8,463
|
-3%
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.15M
|
+$2.19M
|
+100,826
|
+76%
|
|
|
14
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$5M
|
+$2.57M
|
+118,058
|
+109%
|
|
|
15
|
F3Logic
Burnsville,
Minnesota
|
$4.55M
|
+$348K
|
+15,998
|
+8%
|
|
|
16
|
Atria Investments
Charlotte,
North Carolina
|
$3.97M
|
+$3.91M
|
+179,641
|
New
|
|
|
17
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$3.76M
|
+$3.7M
|
+170,099
|
New
|
|
|
18
|
WealthPLAN Partners
Omaha,
Nebraska
|
$3.31M
|
-$386K
|
-17,752
|
-10%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$3.07M
|
+$341K
|
+15,654
|
+13%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.02M
|
+$1.3M
|
+59,611
|
+77%
|
|
|
21
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$2.87M
|
+$49.5K
|
+2,272
|
+2%
|
|
|
22
|
Equitable Holdings
New York
|
$2.76M
|
-$488K
|
-22,426
|
-15%
|
|
|
23
|
|
$2.62M
|
+$2.58M
|
+118,704
|
New
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$2.6M
|
+$140K
|
+6,412
|
+6%
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
$2.13M
|
+$2.1M
|
+96,376
|
New
|
|
