|
1
|
Bank of America
Charlotte,
North Carolina
|
$489M
|
+$74.2M
|
+985,194
|
+19%
|
|
|
2
|
|
$450M
|
+$55.5M
|
+737,035
|
+15%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$406M
|
+$96.2M
|
+1,277,447
|
+34%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$239M
|
+$38.8M
|
+516,119
|
+21%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$165M
|
+$10.5M
|
+139,495
|
+7%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$155M
|
+$27.5M
|
+364,765
|
+23%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$142M
|
+$36.1M
|
+479,047
|
+37%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$140M
|
+$18.2M
|
+241,808
|
+16%
|
|
|
9
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$103M
|
+$73.9M
|
+982,164
|
+314%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$86.8M
|
+$30M
|
+398,768
|
+58%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$80.5M
|
+$20.1M
|
+267,422
|
+36%
|
|
|
12
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$80.2M
|
-$9.57M
|
-127,147
|
-11%
|
|
|
13
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$67.4M
|
–
|
–
|
–
|
|
|
14
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$64.2M
|
+$4.93M
|
+65,485
|
+9%
|
|
|
15
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$59.1M
|
+$765K
|
+10,161
|
+1%
|
|
|
16
|
Prudential plc
London, England,
United Kingdom
|
$56.8M
|
-$12.7M
|
-168,953
|
-19%
|
|
|
17
|
TTP Investments
San Jose,
California
|
$52.3M
|
+$9.41M
|
+124,971
|
+24%
|
|
|
18
|
Verde Capital Management
Clarkston,
Michigan
|
$47.9M
|
-$185K
|
-2,463
|
-0.4%
|
|
|
19
|
SFMG Wealth Advisors
Plano,
Texas
|
$46.3M
|
+$1M
|
+13,345
|
+2%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$46.2M
|
+$13.8M
|
+183,401
|
+46%
|
|
|
21
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$45.8M
|
+$43.2M
|
+574,327
|
New
|
|
|
22
|
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
|
$45M
|
–
|
–
|
–
|
|
|
23
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$43.1M
|
+$993K
|
+13,199
|
+3%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$42.9M
|
-$1.6M
|
-21,271
|
-4%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$41.5M
|
+$9.97M
|
+132,464
|
+34%
|
|
