|
1
|
Bank of America
Charlotte,
North Carolina
|
$272M
|
+$9.97M
|
+169,217
|
+4%
|
|
|
2
|
|
$228M
|
+$6.33M
|
+107,403
|
+3%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$101M
|
+$9.29M
|
+157,665
|
+11%
|
|
|
4
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$87.6M
|
+$19.6M
|
+332,755
|
+31%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$66.8M
|
+$3.1M
|
+52,691
|
+5%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$62.1M
|
+$1.02M
|
+17,355
|
+2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$58M
|
+$17.1M
|
+290,259
|
+45%
|
|
|
8
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$55.7M
|
+$108K
|
+1,841
|
+0.2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$55.7M
|
+$8.36M
|
+141,863
|
+19%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$49.8M
|
+$2.06M
|
+35,052
|
+5%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$44.7M
|
-$1.67M
|
-28,337
|
-4%
|
|
|
12
|
WealthPLAN Partners
Omaha,
Nebraska
|
$25.8M
|
+$4.74M
|
+80,482
|
+25%
|
|
|
13
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$22.8M
|
-$312K
|
-5,302
|
-1%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$22.1M
|
–
|
–
|
–
|
|
|
15
|
Smith Anglin Financial
Dallas,
Texas
|
$20.8M
|
+$19.8M
|
+336,044
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.8M
|
-$292K
|
-4,952
|
-2%
|
|
|
17
|
Leelyn Smith
Geneva,
Illinois
|
$19.6M
|
+$1.01M
|
+17,196
|
+6%
|
|
|
18
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$19.3M
|
-$5.42M
|
-92,044
|
-23%
|
|
|
19
|
Planned Solutions
Folsom,
California
|
$18.8M
|
+$418K
|
+7,104
|
+2%
|
|
|
20
|
Verde Capital Management
Clarkston,
Michigan
|
$17.9M
|
+$727K
|
+12,346
|
+4%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.5M
|
-$106K
|
-1,799
|
-0.6%
|
|
|
22
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$16.8M
|
-$670K
|
-11,382
|
-4%
|
|
|
23
|
Financial Services Advisory
Rockville,
Maryland
|
$15.5M
|
+$14.1M
|
+239,608
|
+2,260%
|
|
|
24
|
Financial Management Network
Mission Viejo,
California
|
$15.4M
|
+$14.1M
|
+238,616
|
New
|
|
|
25
|
Beaumont Asset Management
Beaumont,
Texas
|
$14.9M
|
+$805K
|
+13,660
|
+6%
|
|
