|
1
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$123M
|
+$748K
|
+10,633
|
+0.6%
|
|
|
2
|
|
$71.8M
|
+$6.49M
|
+92,204
|
+10%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$61.9M
|
+$308K
|
+4,378
|
+0.5%
|
|
|
4
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$46.8M
|
+$1.7M
|
+24,227
|
+3%
|
|
|
5
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$40.5M
|
+$14.2K
|
+202
|
+0%
|
|
|
6
|
Bouchey Financial Group
Troy,
New York
|
$36.5M
|
+$1.79M
|
+25,421
|
+5%
|
|
|
7
|
CKW Financial Group
Honolulu,
Hawaii
|
$31.8M
|
-$409K
|
-5,818
|
-1%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$30.1M
|
+$2.58M
|
+36,661
|
+10%
|
|
|
9
|
Legacy Private Trust
Neenah,
Wisconsin
|
$19.1M
|
+$690K
|
+9,814
|
+4%
|
|
|
10
|
TLWM Financial
San Antonio,
Texas
|
$15.8M
|
+$77.2K
|
+1,097
|
+0.5%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.2M
|
+$1.95M
|
+27,678
|
+15%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.8M
|
+$4.08M
|
+57,942
|
+39%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$14.4M
|
+$870K
|
+12,369
|
+7%
|
|
|
14
|
Shufro Rose & Co
New York
|
$13.9M
|
+$485K
|
+6,898
|
+4%
|
|
|
15
|
Rockefeller Capital Management
New York
|
$10.8M
|
+$3.35M
|
+47,655
|
+46%
|
|
|
16
|
WESCAP Management Group
Glendale,
California
|
$9.01M
|
+$25.3K
|
+360
|
+0.3%
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$8.82M
|
+$228K
|
+3,244
|
+3%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$8.27M
|
+$4.62M
|
+65,734
|
+132%
|
|
|
19
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$8.1M
|
+$981K
|
+13,947
|
+14%
|
|
|
20
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$7.67M
|
+$200K
|
+2,840
|
+3%
|
|
|
21
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$7.02M
|
–
|
–
|
–
|
|
|
22
|
Ashfield Capital Partners
San Francisco,
California
|
$6.34M
|
-$261K
|
-3,715
|
-4%
|
|
|
23
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$6.12M
|
-$619K
|
-8,795
|
-9%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$5.28M
|
+$298K
|
+4,240
|
+6%
|
|
|
25
|
CX Institutional
Auburn,
Indiana
|
$4.12M
|
-$4.95M
|
-70,382
|
-55%
|
|
