|
1
|
Wells Fargo
San Francisco,
California
|
$172M
|
+$152M
|
+5,761,013
|
+1,130%
|
|
|
2
|
Allianz Asset Management
Munich,
Germany
|
$61.5M
|
–
|
–
|
–
|
|
|
3
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$41.3M
|
+$1.04M
|
+39,306
|
+3%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.7M
|
+$344K
|
+13,010
|
+3%
|
|
|
5
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$11M
|
+$10.6M
|
+400,497
|
New
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.17M
|
+$7.89M
|
+298,305
|
New
|
|
|
7
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$6.38M
|
-$1.24M
|
-47,015
|
-17%
|
|
|
8
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$5.37M
|
+$768K
|
+29,020
|
+17%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.6M
|
+$303K
|
+11,446
|
+7%
|
|
|
10
|
Lokken Investment Group
Lewes,
Delaware
|
$4.18M
|
+$142K
|
+5,369
|
+4%
|
|
|
11
|
Hollencrest Capital Management
Newport Beach,
California
|
$3.8M
|
+$318
|
+12
|
+0%
|
|
|
12
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$2.95M
|
+$166K
|
+6,279
|
+6%
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$2.48M
|
+$2.39M
|
+90,405
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$2.39M
|
+$1.06M
|
+40,132
|
+85%
|
|
|
15
|
Legacy Capital Group California
Los Gatos,
California
|
$2.08M
|
+$2.01M
|
+75,847
|
New
|
|
|
16
|
|
$1.89M
|
+$1.83M
|
+68,961
|
New
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$1.48M
|
+$789K
|
+29,822
|
+122%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.06M
|
-$120K
|
-4,546
|
-10%
|
|
|
19
|
GeoWealth Management
Chicago,
Illinois
|
$902K
|
+$443K
|
+16,749
|
+104%
|
|
|
20
|
&Partners
Nashville,
Tennessee
|
$664K
|
+$648K
|
+24,488
|
New
|
|
|
21
|
Elevated Capital Advisors
Sandy,
Utah
|
$567K
|
-$63.5K
|
-2,399
|
-10%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$499K
|
+$482K
|
+18,220
|
New
|
|
|
23
|
CreativeOne Wealth
Overland Park,
Kansas
|
$463K
|
+$447K
|
+16,882
|
New
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$408K
|
+$166K
|
+6,289
|
+73%
|
|
|
25
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$403K
|
-$20.6K
|
-780
|
-5%
|
|
