|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$130M
|
+$14.2M
|
+659,454
|
+12%
|
|
|
2
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$100M
|
+$17.5M
|
+810,048
|
+21%
|
|
|
3
|
TruWealth Advisors
Metairie,
Louisiana
|
$65.7M
|
+$12.3M
|
+571,190
|
+22%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$30.2M
|
+$7.54M
|
+349,237
|
+32%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$29.6M
|
+$14.2M
|
+656,171
|
+88%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.8M
|
+$15.7M
|
+724,850
|
+147%
|
|
|
7
|
|
$24.4M
|
-$347K
|
-16,087
|
-1%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.6M
|
+$13.8M
|
+640,345
|
+192%
|
|
|
9
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$17.6M
|
+$17.7M
|
+817,356
|
+5,867%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$14.8M
|
+$276K
|
+12,763
|
+2%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$13.3M
|
+$483K
|
+22,349
|
+4%
|
|
|
12
|
Prentice Wealth Management
Rochester,
New York
|
$10.2M
|
+$10.5M
|
+484,541
|
New
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$8.56M
|
+$3.72M
|
+172,353
|
+74%
|
|
|
14
|
Horizon Investments
Charlotte,
North Carolina
|
$8.02M
|
+$8.2M
|
+379,831
|
New
|
|
|
15
|
Legacy Wealth Partners (California)
Calabasas,
California
|
$6.97M
|
+$1.46M
|
+67,434
|
+26%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$6.6M
|
-$275K
|
-12,740
|
-4%
|
|
|
17
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$5.18M
|
+$414K
|
+19,188
|
+8%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.24M
|
+$1.38M
|
+63,725
|
+47%
|
|
|
19
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$4.05M
|
+$464K
|
+21,460
|
+13%
|
|
|
20
|
WealthPLAN Partners
Omaha,
Nebraska
|
$3.57M
|
+$335K
|
+15,487
|
+10%
|
|
|
21
|
F3Logic
Burnsville,
Minnesota
|
$3.39M
|
-$992K
|
-45,943
|
-22%
|
|
|
22
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$3.31M
|
+$581K
|
+26,902
|
+21%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$3M
|
+$66.1K
|
+3,062
|
+2%
|
|
|
24
|
Atria Investments
Charlotte,
North Carolina
|
$2.88M
|
-$932K
|
-43,155
|
-24%
|
|
|
25
|
First Foundation Advisors
Irvine,
California
|
$2.39M
|
+$855K
|
+39,602
|
+54%
|
|
