|
1
|
AE Wealth Management
Topeka,
Kansas
|
$28.3M
|
+$1.63M
|
+22,626
|
+6%
|
|
|
2
|
Stadion Money Management
Watkinsville,
Georgia
|
$15.6M
|
-$676K
|
-9,370
|
-4%
|
|
|
3
|
Safeguard Investment Advisory Group
Corona,
California
|
$9.16M
|
+$441K
|
+6,112
|
+5%
|
|
|
4
|
|
$9.07M
|
-$2M
|
-27,713
|
-18%
|
|
|
5
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$8.8M
|
-$120K
|
-1,661
|
-1%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$7.75M
|
+$3.58M
|
+49,547
|
+86%
|
|
|
7
|
Verde Capital Management
Clarkston,
Michigan
|
$6.18M
|
+$113K
|
+1,570
|
+2%
|
|
|
8
|
|
$4.58M
|
-$33.7K
|
-467
|
-0.7%
|
|
|
9
|
|
$4.55M
|
+$556K
|
+7,705
|
+14%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.55M
|
+$82.9K
|
+1,148
|
+2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.22M
|
-$617K
|
-8,550
|
-13%
|
|
|
12
|
Independent Wealth Network
Urbandale,
Iowa
|
$3.82M
|
+$132K
|
+1,827
|
+4%
|
|
|
13
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$3.6M
|
-$498K
|
-6,902
|
-12%
|
|
|
14
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.51M
|
–
|
–
|
–
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$3.44M
|
-$431K
|
-5,971
|
-11%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$3.12M
|
+$277K
|
+3,843
|
+10%
|
|
|
17
|
|
$2.89M
|
-$111K
|
-1,539
|
-4%
|
|
|
18
|
Summit Wealth Partners
Orlando,
Florida
|
$1.66M
|
+$89.2K
|
+1,236
|
+6%
|
|
|
19
|
Strategic Financial Partners
Bend,
Oregon
|
$1.64M
|
-$941K
|
-13,035
|
-36%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$1.61M
|
+$200K
|
+2,765
|
+14%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$982K
|
-$20.3K
|
-281
|
-2%
|
|
|
22
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$961K
|
+$961K
|
+13,318
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$919K
|
+$24.1K
|
+334
|
+3%
|
|
|
24
|
WealthSource Partners
San Luis Obispo,
California
|
$887K
|
-$386K
|
-5,345
|
-30%
|
|
|
25
|
|
$824K
|
-$68.5K
|
-949
|
-8%
|
|
