|
1
|
Bank of America
Charlotte,
North Carolina
|
$794M
|
+$30.2M
|
+352,083
|
+4%
|
|
|
2
|
|
$782M
|
-$576M
|
-6,718,849
|
-44%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$656M
|
+$27M
|
+315,069
|
+5%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$292M
|
+$30.9M
|
+359,915
|
+12%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$239M
|
+$18.8M
|
+219,084
|
+9%
|
|
|
6
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$226M
|
+$21.7M
|
+252,391
|
+11%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$221M
|
+$10.2M
|
+119,262
|
+5%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$213M
|
+$8.29M
|
+96,603
|
+4%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$209M
|
+$6.48M
|
+75,538
|
+3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$198M
|
+$23.9M
|
+279,068
|
+15%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$156M
|
+$17M
|
+198,105
|
+13%
|
|
|
12
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$138M
|
-$16.8M
|
-195,302
|
-11%
|
|
|
13
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$107M
|
-$1.85M
|
-21,584
|
-2%
|
|
|
14
|
First Foundation Advisors
Irvine,
California
|
$91.6M
|
+$32M
|
+373,164
|
+58%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$90.6M
|
+$21.2M
|
+247,541
|
+33%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$83M
|
-$172K
|
-2,007
|
-0.2%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$80.8M
|
+$21.6M
|
+251,774
|
+39%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$76M
|
+$2.27M
|
+26,507
|
+3%
|
|
|
19
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$76M
|
–
|
–
|
–
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$71.4M
|
-$5.8M
|
-67,652
|
-8%
|
|
|
21
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$71.1M
|
+$2.02M
|
+23,563
|
+3%
|
|
|
22
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$69.1M
|
+$5.75M
|
+67,026
|
+10%
|
|
|
23
|
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
|
$67.3M
|
–
|
–
|
–
|
|
|
24
|
Morningstar Investment Services
Chicago,
Illinois
|
$64.7M
|
+$62.1M
|
+723,941
|
New
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$64.2M
|
+$12.7M
|
+148,162
|
+26%
|
|
