|
1
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$108M
|
+$12.2M
|
+186,453
|
+13%
|
|
|
2
|
|
$61.6M
|
-$3.2M
|
-48,839
|
-5%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$56.7M
|
-$373K
|
-5,702
|
-0.7%
|
|
|
4
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$42.6M
|
+$9.7M
|
+148,135
|
+30%
|
|
|
5
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$37.6M
|
+$1.09M
|
+16,570
|
+3%
|
|
|
6
|
Bouchey Financial Group
Troy,
New York
|
$31.5M
|
+$1.01M
|
+15,451
|
+3%
|
|
|
7
|
CKW Financial Group
Honolulu,
Hawaii
|
$28.4M
|
+$574K
|
+8,759
|
+2%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$21.5M
|
+$20.2M
|
+308,873
|
+2,759%
|
|
|
9
|
Legacy Private Trust
Neenah,
Wisconsin
|
$17.1M
|
-$1.28M
|
-19,549
|
-7%
|
|
|
10
|
TLWM Financial
San Antonio,
Texas
|
$14.7M
|
-$7.4K
|
-113
|
-0.1%
|
|
|
11
|
Shufro Rose & Co
New York
|
$11.8M
|
+$1.33M
|
+20,345
|
+13%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$10.5M
|
+$1.23M
|
+18,775
|
+14%
|
|
|
13
|
CX Institutional
Auburn,
Indiana
|
$8.41M
|
+$591K
|
+9,024
|
+8%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.21M
|
+$227K
|
+3,467
|
+3%
|
|
|
15
|
WESCAP Management Group
Glendale,
California
|
$8.17M
|
+$492K
|
+7,513
|
+7%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.92M
|
+$485K
|
+7,409
|
+8%
|
|
|
17
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$6.6M
|
-$31K
|
-474
|
-0.5%
|
|
|
18
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$6.49M
|
+$997K
|
+15,222
|
+19%
|
|
|
19
|
Ashfield Capital Partners
San Francisco,
California
|
$6.18M
|
+$298K
|
+4,545
|
+5%
|
|
|
20
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$6.02M
|
+$493K
|
+7,528
|
+9%
|
|
|
21
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$5.74M
|
–
|
–
|
–
|
|
|
22
|
Rockefeller Capital Management
New York
|
$4.98M
|
+$3.97M
|
+60,539
|
+445%
|
|
|
23
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$4.63M
|
+$4.52M
|
+68,934
|
New
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$4.62M
|
+$44.7K
|
+682
|
+1%
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
$4.55M
|
+$577K
|
+8,817
|
+15%
|
|
