|
1
|
AE Wealth Management
Topeka,
Kansas
|
$26.4M
|
+$3.37M
|
+45,841
|
+14%
|
|
|
2
|
Brio Consultants
San Francisco,
California
|
$21.1M
|
+$1.14M
|
+15,500
|
+6%
|
|
|
3
|
Stadion Money Management
Watkinsville,
Georgia
|
$16.2M
|
-$4.91M
|
-66,898
|
-23%
|
|
|
4
|
|
$11M
|
-$312K
|
-4,250
|
-3%
|
|
|
5
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$9.34M
|
-$246K
|
-3,354
|
-3%
|
|
|
6
|
Safeguard Investment Advisory Group
Corona,
California
|
$8.65M
|
+$820K
|
+11,171
|
+10%
|
|
|
7
|
Verde Capital Management
Clarkston,
Michigan
|
$6.03M
|
-$289K
|
-3,942
|
-4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.8M
|
-$1.23M
|
-16,764
|
-20%
|
|
|
9
|
|
$4.58M
|
-$100K
|
-1,368
|
-2%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.43M
|
+$437K
|
+5,954
|
+11%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$4.14M
|
-$4.68M
|
-63,658
|
-52%
|
|
|
12
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$4.07M
|
+$10.9K
|
+149
|
+0.3%
|
|
|
13
|
|
$3.97M
|
+$506K
|
+6,892
|
+14%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$3.85M
|
+$334K
|
+4,547
|
+9%
|
|
|
15
|
Independent Wealth Network
Urbandale,
Iowa
|
$3.68M
|
+$3.75M
|
+51,093
|
New
|
|
|
16
|
|
$2.98M
|
-$2.32M
|
-31,581
|
-43%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$2.82M
|
+$105K
|
+1,435
|
+4%
|
|
|
18
|
Strategic Financial Partners
Bend,
Oregon
|
$2.56M
|
+$105K
|
+1,423
|
+4%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$1.73M
|
-$1.66M
|
-22,671
|
-48%
|
|
|
20
|
Summit Wealth Partners
Orlando,
Florida
|
$1.56M
|
+$4.11K
|
+56
|
+0.3%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$1.4M
|
+$180K
|
+2,446
|
+14%
|
|
|
22
|
WealthSource Partners
San Luis Obispo,
California
|
$1.26M
|
-$537K
|
-7,317
|
-29%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$995K
|
-$1.5M
|
-20,452
|
-60%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$889K
|
+$84.5K
|
+1,150
|
+10%
|
|
|
25
|
|
$885K
|
+$173K
|
+2,356
|
+24%
|
|
