|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$225M
|
-$18.2M
|
-853,922
|
-7%
|
|
|
2
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$134M
|
+$9.73M
|
+457,622
|
+8%
|
|
|
3
|
TruWealth Advisors
Metairie,
Louisiana
|
$71.1M
|
+$3.41M
|
+160,412
|
+5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$37.9M
|
-$1.16M
|
-54,476
|
-3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.9M
|
-$1.64M
|
-77,207
|
-6%
|
|
|
6
|
|
$26.3M
|
-$1.09M
|
-51,281
|
-4%
|
|
|
7
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$24.4M
|
+$24.3M
|
+1,142,641
|
New
|
|
|
8
|
Bogart Wealth LLC
Mclean,
Virginia
|
$24M
|
+$93.1K
|
+4,378
|
+0.4%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$22.5M
|
+$8.6M
|
+404,424
|
+62%
|
|
|
10
|
Naviter Wealth
Little Rock,
Arkansas
|
$21.9M
|
+$21.8M
|
+1,025,425
|
New
|
|
|
11
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$18.8M
|
+$18.8M
|
+882,358
|
New
|
|
|
12
|
FDx Advisors
Chicago,
Illinois
|
$16.4M
|
+$16.4M
|
+770,834
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$14M
|
-$3.06M
|
-144,093
|
-18%
|
|
|
14
|
Prentice Wealth Management
Rochester,
New York
|
$12.1M
|
+$895K
|
+42,099
|
+8%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$12M
|
-$5.52M
|
-259,642
|
-32%
|
|
|
16
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$9.08M
|
+$1.24M
|
+58,246
|
+15%
|
|
|
17
|
Horizon Investments
Charlotte,
North Carolina
|
$8.45M
|
-$160K
|
-7,536
|
-2%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.06M
|
-$19.4M
|
-913,354
|
-71%
|
|
|
19
|
Colony Group
Boston,
Massachusetts
|
$7.76M
|
+$460K
|
+21,636
|
+6%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$6.58M
|
+$149K
|
+7,008
|
+2%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.26M
|
+$867K
|
+40,779
|
+16%
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.14M
|
-$2.87M
|
-134,752
|
-41%
|
|
|
23
|
Atria Investments
Charlotte,
North Carolina
|
$4.11M
|
+$1.01M
|
+47,592
|
+33%
|
|
|
24
|
F3Logic
Burnsville,
Minnesota
|
$3.73M
|
+$96K
|
+4,517
|
+3%
|
|
|
25
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$3.54M
|
+$42.4K
|
+1,996
|
+1%
|
|
