|
1
|
Country Trust Bank
Bloomington,
Illinois
|
$220M
|
+$29.4M
|
+640,560
|
+15%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$142M
|
+$107M
|
+2,341,860
|
+317%
|
|
|
3
|
RFG Advisory
Birmingham,
Alabama
|
$107M
|
+$7.45M
|
+162,468
|
+8%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$95M
|
+$14.3M
|
+312,075
|
+18%
|
|
|
5
|
Sequoia Financial Advisors
Akron,
Ohio
|
$85.5M
|
+$4.09M
|
+89,136
|
+5%
|
|
|
6
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$84.4M
|
+$23.7M
|
+516,445
|
+39%
|
|
|
7
|
Baker Avenue Asset Management
San Francisco,
California
|
$78M
|
+$815K
|
+17,781
|
+1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$72M
|
+$19M
|
+415,435
|
+36%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$64.1M
|
+$18.8M
|
+410,211
|
+42%
|
|
|
10
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$62.4M
|
+$5.01M
|
+109,197
|
+9%
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$44.9M
|
+$3.46M
|
+75,463
|
+8%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$40.3M
|
+$9.7M
|
+211,596
|
+32%
|
|
|
13
|
Huntington National Bank
Columbus,
Ohio
|
$35.2M
|
–
|
–
|
–
|
|
|
14
|
Vicus Capital
State College,
Pennsylvania
|
$30.9M
|
+$9.53M
|
+207,846
|
+45%
|
|
|
15
|
Presidio Capital Management
San Diego,
California
|
$28.5M
|
+$11.9M
|
+258,914
|
+72%
|
|
|
16
|
Axxcess Wealth Management
Carlsbad,
California
|
$28.4M
|
+$11.8M
|
+258,104
|
+72%
|
|
|
17
|
Spire Wealth Management
Mclean,
Virginia
|
$26.3M
|
+$5.31M
|
+115,929
|
+25%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$26.1M
|
+$17.5M
|
+380,719
|
+204%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$25.6M
|
+$17.8M
|
+388,732
|
+231%
|
|
|
20
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$25.1M
|
+$4.58M
|
+99,839
|
+22%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24.9M
|
+$2.56M
|
+55,914
|
+12%
|
|
|
22
|
WestHill Financial Advisors
San Rafael,
California
|
$24.6M
|
+$1.47M
|
+32,147
|
+6%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$24.1M
|
+$16.6M
|
+363,225
|
+227%
|
|
|
24
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$23.5M
|
+$1.23M
|
+26,840
|
+6%
|
|
|
25
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$21.4M
|
-$14.2K
|
-309
|
-0.1%
|
|
