|
1
|
Bank of America
Charlotte,
North Carolina
|
$335M
|
-$19.5M
|
-289,473
|
-5%
|
|
|
2
|
|
$284M
|
+$4.67M
|
+69,458
|
+1%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$166M
|
+$1.22M
|
+18,107
|
+0.7%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$164M
|
+$10.8M
|
+160,016
|
+6%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$113M
|
+$4.71M
|
+70,083
|
+4%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$101M
|
+$2.78M
|
+41,336
|
+3%
|
|
|
7
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$97.2M
|
-$8.36M
|
-124,392
|
-7%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$82.5M
|
+$4.99M
|
+74,163
|
+6%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$65.9M
|
+$3.64M
|
+54,081
|
+5%
|
|
|
10
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$46.1M
|
-$411K
|
-6,114
|
-0.8%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$40M
|
+$435K
|
+6,471
|
+1%
|
|
|
12
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$37.4M
|
-$3.31M
|
-49,223
|
-7%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$36.5M
|
-$1.21M
|
-18,038
|
-3%
|
|
|
14
|
SFMG Wealth Advisors
Plano,
Texas
|
$34.6M
|
-$278K
|
-4,132
|
-0.7%
|
|
|
15
|
Verde Capital Management
Clarkston,
Michigan
|
$34.5M
|
+$3.46M
|
+51,413
|
+10%
|
|
|
16
|
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
|
$33.9M
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$32.3M
|
-$4.34M
|
-64,601
|
-11%
|
|
|
18
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$32.2M
|
+$8.45M
|
+125,635
|
+31%
|
|
|
19
|
Prudential plc
London, England,
United Kingdom
|
$31.9M
|
+$35M
|
+520,870
|
+4,697%
|
|
|
20
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$31M
|
+$251K
|
+3,735
|
+0.7%
|
|
|
21
|
TTP Investments
San Jose,
California
|
$29.6M
|
+$448K
|
+6,666
|
+1%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$26M
|
-$1.01M
|
-15,000
|
-3%
|
|
|
23
|
Affinia Financial Group
Burlington,
Massachusetts
|
$24.3M
|
+$8.2M
|
+121,873
|
+42%
|
|
|
24
|
First Foundation Advisors
Irvine,
California
|
$23.5M
|
+$11.4M
|
+168,911
|
+76%
|
|
|
25
|
Brookstone Capital Management
Wheaton,
Illinois
|
$23.3M
|
-$690K
|
-10,261
|
-3%
|
|
