|
1
|
Bank of America
Charlotte,
North Carolina
|
$400M
|
+$55.4M
|
+761,356
|
+16%
|
|
|
2
|
|
$316M
|
+$17.5M
|
+239,906
|
+6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$145M
|
+$19.9M
|
+272,886
|
+16%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$142M
|
+$10.1M
|
+138,338
|
+8%
|
|
|
5
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$124M
|
+$10.7M
|
+146,607
|
+10%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$107M
|
+$14.9M
|
+205,323
|
+17%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$94.5M
|
+$27M
|
+370,679
|
+41%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$88.8M
|
+$6.37M
|
+87,453
|
+8%
|
|
|
9
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$66.7M
|
-$193K
|
-2,651
|
-0.3%
|
|
|
10
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$66.2M
|
+$46.4M
|
+637,220
|
+248%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$66.2M
|
+$4.07M
|
+55,946
|
+7%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$50.8M
|
-$3.42M
|
-47,013
|
-6%
|
|
|
13
|
SFMG Wealth Advisors
Plano,
Texas
|
$39.3M
|
+$29.2M
|
+400,773
|
+309%
|
|
|
14
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$34.8M
|
+$7.48M
|
+102,737
|
+28%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$33.1M
|
+$2.28M
|
+31,351
|
+8%
|
|
|
16
|
WealthPLAN Partners
Omaha,
Nebraska
|
$31.8M
|
-$185K
|
-2,541
|
-0.6%
|
|
|
17
|
Smith Anglin Financial
Dallas,
Texas
|
$26.3M
|
+$1.2M
|
+16,482
|
+5%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$25.4M
|
+$10.6M
|
+146,112
|
+74%
|
|
|
19
|
Financial Services Advisory
Rockville,
Maryland
|
$25.2M
|
+$6.63M
|
+91,058
|
+37%
|
|
|
20
|
Leelyn Smith
Geneva,
Illinois
|
$23.9M
|
-$193K
|
-2,655
|
-0.8%
|
|
|
21
|
Brookstone Capital Management
Wheaton,
Illinois
|
$23.4M
|
+$10.3M
|
+141,319
|
+82%
|
|
|
22
|
Verde Capital Management
Clarkston,
Michigan
|
$23.4M
|
+$553K
|
+7,599
|
+2%
|
|
|
23
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$23.4M
|
+$201K
|
+2,756
|
+0.9%
|
|
|
24
|
Bard Financial Services
Branford,
Connecticut
|
$22.7M
|
+$2.35M
|
+32,310
|
+12%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$22.1M
|
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|
–
|
–
|
|
