|
1
|
Bank of America
Charlotte,
North Carolina
|
$540M
|
+$79.4M
|
+997,618
|
+16%
|
|
|
2
|
|
$514M
|
+$90.8M
|
+1,140,029
|
+20%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$417M
|
+$33.3M
|
+418,536
|
+8%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$171M
|
+$23.6M
|
+296,676
|
+15%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$162M
|
+$30.4M
|
+382,012
|
+22%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$160M
|
+$3.26M
|
+40,975
|
+2%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$155M
|
-$76.2M
|
-956,842
|
-32%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$153M
|
+$19M
|
+238,387
|
+13%
|
|
|
9
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$146M
|
+$50.6M
|
+635,177
|
+49%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$132M
|
+$52.2M
|
+655,950
|
+60%
|
|
|
11
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$92.4M
|
+$97M
|
+1,218,703
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$84.9M
|
+$8.79M
|
+110,363
|
+11%
|
|
|
13
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$73.3M
|
-$3.08M
|
-38,656
|
-4%
|
|
|
14
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$64.1M
|
–
|
–
|
–
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$61.9M
|
+$18.9M
|
+237,314
|
+41%
|
|
|
16
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$59.5M
|
-$1.63M
|
-20,507
|
-3%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$58.4M
|
+$22.1M
|
+277,298
|
+56%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$57.5M
|
+$19M
|
+238,741
|
+46%
|
|
|
19
|
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
|
$56.8M
|
+$14.7M
|
+184,000
|
+33%
|
|
|
20
|
TTP Investments
San Jose,
California
|
$56.6M
|
+$7.22M
|
+90,664
|
+14%
|
|
|
21
|
Davidson Capital Management
Corpus Christi,
Texas
|
$50.7M
|
+$44.5M
|
+558,246
|
+507%
|
|
|
22
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$49.7M
|
-$6.82M
|
-85,667
|
-12%
|
|
|
23
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$49M
|
+$5.67M
|
+71,245
|
+12%
|
|
|
24
|
Verde Capital Management
Clarkston,
Michigan
|
$46.7M
|
+$1.28M
|
+16,093
|
+3%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$46.4M
|
+$5.87M
|
+73,696
|
+14%
|
|
