|
1
|
Bank of America
Charlotte,
North Carolina
|
$374M
|
-$14.2M
|
-207,562
|
-3%
|
|
|
2
|
|
$297M
|
-$11M
|
-160,762
|
-3%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$176M
|
+$5.2M
|
+75,767
|
+3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$164M
|
+$11M
|
+160,948
|
+7%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$116M
|
+$16.1M
|
+234,142
|
+15%
|
|
|
6
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$111M
|
-$5.14M
|
-74,886
|
-4%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$105M
|
+$9.24M
|
+134,652
|
+9%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$83M
|
-$6.58M
|
-95,875
|
-7%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$66.5M
|
+$1.84M
|
+26,793
|
+3%
|
|
|
10
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$49.4M
|
-$393K
|
-5,724
|
-0.7%
|
|
|
11
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$42.8M
|
+$8.87M
|
+129,219
|
+24%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$42.1M
|
-$498K
|
-7,256
|
-1%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$39.9M
|
+$2.72M
|
+39,572
|
+7%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$38.5M
|
+$354K
|
+5,165
|
+0.9%
|
|
|
15
|
SFMG Wealth Advisors
Plano,
Texas
|
$37.4M
|
-$296K
|
-4,308
|
-0.7%
|
|
|
16
|
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
|
$36M
|
–
|
–
|
–
|
|
|
17
|
Verde Capital Management
Clarkston,
Michigan
|
$33.3M
|
+$10.4M
|
+151,511
|
+41%
|
|
|
18
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$32.7M
|
-$232K
|
-3,374
|
-0.7%
|
|
|
19
|
TTP Investments
San Jose,
California
|
$31.1M
|
-$768K
|
-11,195
|
-2%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$28.5M
|
+$7.69M
|
+111,999
|
+33%
|
|
|
21
|
Brookstone Capital Management
Wheaton,
Illinois
|
$26.5M
|
-$2.75M
|
-40,081
|
-9%
|
|
|
22
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$25.8M
|
+$27.8M
|
+404,862
|
New
|
|
|
23
|
Leelyn Smith
Geneva,
Illinois
|
$23.3M
|
+$562K
|
+8,192
|
+2%
|
|
|
24
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$23.1M
|
+$24.9M
|
+362,831
|
New
|
|
|
25
|
Bard Financial Services
Branford,
Connecticut
|
$23M
|
-$858K
|
-12,500
|
-3%
|
|
