|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$243M
|
+$22.8M
|
+1,053,755
|
+10%
|
|
|
2
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$125M
|
+$8.42M
|
+389,393
|
+7%
|
|
|
3
|
TruWealth Advisors
Metairie,
Louisiana
|
$67.8M
|
+$2.52M
|
+116,629
|
+4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$39.1M
|
+$10.4M
|
+480,301
|
+36%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.6M
|
-$33M
|
-1,528,181
|
-53%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$27.6M
|
+$1.96M
|
+90,866
|
+8%
|
|
|
7
|
|
$27.4M
|
+$2.1M
|
+97,185
|
+8%
|
|
|
8
|
Bogart Wealth LLC
Mclean,
Virginia
|
$24M
|
+$24.3M
|
+1,124,041
|
New
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.6M
|
-$7.59M
|
-350,958
|
-30%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$17.1M
|
+$2.18M
|
+101,012
|
+14%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$13.9M
|
+$196K
|
+9,064
|
+1%
|
|
|
12
|
Prentice Wealth Management
Rochester,
New York
|
$11.2M
|
+$554K
|
+25,650
|
+5%
|
|
|
13
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$9.96M
|
+$8.84M
|
+408,938
|
+711%
|
|
|
14
|
Horizon Investments
Charlotte,
North Carolina
|
$8.62M
|
+$245K
|
+11,346
|
+3%
|
|
|
15
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$8.14M
|
+$1.12M
|
+51,663
|
+16%
|
|
|
16
|
Colony Group
Boston,
Massachusetts
|
$7.31M
|
+$7.4M
|
+342,373
|
New
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$7.03M
|
-$1.77M
|
-81,987
|
-20%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$6.44M
|
+$248K
|
+11,461
|
+4%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.41M
|
+$497K
|
+22,997
|
+10%
|
|
|
20
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$3.72M
|
-$105K
|
-4,846
|
-3%
|
|
|
21
|
F3Logic
Burnsville,
Minnesota
|
$3.64M
|
+$79.4K
|
+3,671
|
+2%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$3.52M
|
+$453K
|
+20,974
|
+15%
|
|
|
23
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$3.51M
|
+$4.04K
|
+187
|
+0.1%
|
|
|
24
|
First Foundation Advisors
Irvine,
California
|
$3.32M
|
+$46.9K
|
+2,170
|
+1%
|
|
|
25
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$3.25M
|
+$124K
|
+5,746
|
+4%
|
|
