|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$223M
|
+$89.7M
|
+4,192,244
|
+68%
|
|
|
2
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$118M
|
+$15.4M
|
+718,813
|
+15%
|
|
|
3
|
TruWealth Advisors
Metairie,
Louisiana
|
$65.9M
|
-$1.14M
|
-53,291
|
-2%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$61.8M
|
+$35.3M
|
+1,647,645
|
+135%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$29.1M
|
-$1.74M
|
-81,302
|
-6%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$25.9M
|
-$4.27M
|
-199,682
|
-14%
|
|
|
7
|
|
$25.6M
|
+$619K
|
+28,945
|
+3%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.3M
|
+$4.32M
|
+202,048
|
+21%
|
|
|
9
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$17.8M
|
-$143K
|
-6,701
|
-0.8%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$15M
|
-$49.5K
|
-2,313
|
-0.3%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$13.8M
|
+$290K
|
+13,558
|
+2%
|
|
|
12
|
Prentice Wealth Management
Rochester,
New York
|
$10.7M
|
+$283K
|
+13,226
|
+3%
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$8.85M
|
+$117K
|
+5,473
|
+1%
|
|
|
14
|
Horizon Investments
Charlotte,
North Carolina
|
$8.45M
|
+$293K
|
+13,697
|
+4%
|
|
|
15
|
Legacy Wealth Partners (California)
Calabasas,
California
|
$7.33M
|
+$222K
|
+10,354
|
+3%
|
|
|
16
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$7.1M
|
+$1.8M
|
+83,898
|
+34%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$6.25M
|
-$473K
|
-22,091
|
-7%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$5.72M
|
+$5.44M
|
+254,392
|
+2,283%
|
|
|
19
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$5.47M
|
+$5.44M
|
+254,096
|
New
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.96M
|
+$635K
|
+29,680
|
+15%
|
|
|
21
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$3.85M
|
-$273K
|
-12,740
|
-7%
|
|
|
22
|
WealthPLAN Partners
Omaha,
Nebraska
|
$3.67M
|
+$75K
|
+3,503
|
+2%
|
|
|
23
|
F3Logic
Burnsville,
Minnesota
|
$3.6M
|
+$139K
|
+6,496
|
+4%
|
|
|
24
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$3.53M
|
+$158K
|
+7,369
|
+5%
|
|
|
25
|
First Foundation Advisors
Irvine,
California
|
$3.3M
|
+$861K
|
+40,231
|
+36%
|
|
