|
1
|
Bank of America
Charlotte,
North Carolina
|
$379M
|
-$14M
|
-197,843
|
-4%
|
|
|
2
|
|
$362M
|
+$21.4M
|
+300,842
|
+7%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$281M
|
+$113M
|
+1,598,822
|
+72%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$183M
|
+$1.47M
|
+20,750
|
+0.8%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$142M
|
-$10.4M
|
-147,041
|
-7%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$117M
|
-$855K
|
-12,041
|
-0.8%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$111M
|
+$8.51M
|
+119,879
|
+9%
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$83.6M
|
-$7.07M
|
-99,649
|
-8%
|
|
|
9
|
Prudential plc
London, England,
United Kingdom
|
$65.1M
|
+$18.4M
|
+259,410
|
+42%
|
|
|
10
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$57.8M
|
+$15.1M
|
+212,140
|
+34%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$54.7M
|
+$4.87M
|
+68,593
|
+10%
|
|
|
12
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$54.6M
|
-$354K
|
-4,985
|
-0.7%
|
|
|
13
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$54M
|
-$4.82M
|
-67,889
|
-8%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$50.8M
|
+$2.24M
|
+31,589
|
+5%
|
|
|
15
|
Verde Capital Management
Clarkston,
Michigan
|
$44.5M
|
+$1.22M
|
+17,122
|
+3%
|
|
|
16
|
SFMG Wealth Advisors
Plano,
Texas
|
$41.9M
|
+$420K
|
+5,922
|
+1%
|
|
|
17
|
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
|
$41.7M
|
–
|
–
|
–
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$41.3M
|
-$4.24M
|
-59,703
|
-10%
|
|
|
19
|
TTP Investments
San Jose,
California
|
$39.2M
|
+$1.91M
|
+26,959
|
+5%
|
|
|
20
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$38.9M
|
-$126K
|
-1,774
|
-0.3%
|
|
|
21
|
First Foundation Advisors
Irvine,
California
|
$34.5M
|
+$860K
|
+12,112
|
+3%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$33.2M
|
+$12.3M
|
+172,825
|
+63%
|
|
|
23
|
Apexium Financial
Dallas,
Texas
|
$33M
|
+$451K
|
+6,359
|
+1%
|
|
|
24
|
Cahill Financial Advisors
Edina,
Minnesota
|
$32.7M
|
+$1.85M
|
+26,130
|
+6%
|
|
|
25
|
Brookstone Capital Management
Wheaton,
Illinois
|
$31.7M
|
+$2.86M
|
+40,349
|
+10%
|
|
