|
1
|
|
$83.8M
|
+$4.52M
|
+89,268
|
+6%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$22.6M
|
-$279K
|
-5,502
|
-1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$9.98M
|
+$6.42M
|
+126,698
|
+183%
|
|
|
4
|
Peak Financial Management
Wellesley,
Massachusetts
|
$7.99M
|
+$7.95M
|
+156,867
|
New
|
|
|
5
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$6.64M
|
-$2.56M
|
-50,436
|
-28%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.32M
|
+$2.37M
|
+46,701
|
+81%
|
|
|
7
|
Verde Capital Management
Clarkston,
Michigan
|
$5.06M
|
+$471K
|
+9,286
|
+10%
|
|
|
8
|
Safeguard Investment Advisory Group
Corona,
California
|
$4.82M
|
-$263K
|
-5,186
|
-5%
|
|
|
9
|
Atria Wealth Solutions
New York
|
$4.31M
|
+$4.28M
|
+84,544
|
New
|
|
|
10
|
|
$4.12M
|
+$419K
|
+8,270
|
+11%
|
|
|
11
|
Independent Wealth Network
Urbandale,
Iowa
|
$3.07M
|
+$156K
|
+3,084
|
+5%
|
|
|
12
|
|
$2.74M
|
-$30.8K
|
-608
|
-1%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.62M
|
-$85.6K
|
-1,689
|
-3%
|
|
|
14
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$1.91M
|
-$491K
|
-9,690
|
-21%
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$1.25M
|
+$327K
|
+6,455
|
+36%
|
|
|
16
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.19M
|
+$231K
|
+4,555
|
+24%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.19M
|
+$967K
|
+19,085
|
+445%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.14M
|
+$184K
|
+3,635
|
+19%
|
|
|
19
|
Columbus Macro
New Castle,
Pennsylvania
|
$1.14M
|
+$1.13M
|
+22,344
|
New
|
|
|
20
|
|
$1.05M
|
+$216K
|
+4,267
|
+26%
|
|
|
21
|
Summit Wealth Partners
Orlando,
Florida
|
$972K
|
-$58.4K
|
-1,152
|
-6%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$966K
|
-$307K
|
-6,048
|
-24%
|
|
|
23
|
Fermata Advisors
Sonoma,
California
|
$729K
|
-$6.89K
|
-136
|
-0.9%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$614K
|
+$611K
|
+12,048
|
New
|
|
|
25
|
J.W. Cole Advisors
Tampa,
Florida
|
$605K
|
+$602K
|
+11,874
|
New
|
|
