|
1
|
Bank of America
Charlotte,
North Carolina
|
$71.9M
|
-$1.45M
|
-27,904
|
-2%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$40.9M
|
-$8.59M
|
-165,312
|
-18%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$35.1M
|
-$6.34M
|
-122,040
|
-16%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$16.8M
|
-$780K
|
-15,025
|
-5%
|
|
|
5
|
Focus Financial Network
Minneapolis,
Minnesota
|
$16.7M
|
+$4.09M
|
+78,799
|
+34%
|
|
|
6
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$11.4M
|
+$11.1M
|
+214,013
|
New
|
|
|
7
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$9.49M
|
+$7.49M
|
+144,129
|
+422%
|
|
|
8
|
Peak Financial Management
Wellesley,
Massachusetts
|
$9.01M
|
+$297K
|
+5,720
|
+4%
|
|
|
9
|
ETF Portfolio Partners
Leawood,
Kansas
|
$8.48M
|
+$379K
|
+7,288
|
+5%
|
|
|
10
|
|
$8.24M
|
+$2.92M
|
+56,145
|
+57%
|
|
|
11
|
Verde Capital Management
Clarkston,
Michigan
|
$8.07M
|
+$138K
|
+2,648
|
+2%
|
|
|
12
|
|
$7.38M
|
+$623K
|
+11,996
|
+9%
|
|
|
13
|
|
$7.22M
|
+$277K
|
+5,342
|
+4%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$6.73M
|
+$613K
|
+11,792
|
+10%
|
|
|
15
|
Atria Wealth Solutions
New York
|
$4.86M
|
-$47.5K
|
-914
|
-1%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.46M
|
+$1.21M
|
+23,343
|
+39%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.39M
|
-$378K
|
-7,268
|
-8%
|
|
|
18
|
Independent Wealth Network
Urbandale,
Iowa
|
$3.59M
|
+$31.9K
|
+614
|
+0.9%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.47M
|
+$584K
|
+11,239
|
+21%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.39M
|
+$1.41M
|
+27,109
|
+74%
|
|
|
21
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.34M
|
+$159K
|
+3,058
|
+5%
|
|
|
22
|
KeyBank National Association
Cleveland,
Ohio
|
$3.25M
|
–
|
–
|
–
|
|
|
23
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.08M
|
+$38.9K
|
+748
|
+1%
|
|
|
24
|
Summit Wealth Partners
Orlando,
Florida
|
$3.01M
|
+$162K
|
+3,127
|
+6%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$2.55M
|
+$244K
|
+4,691
|
+11%
|
|
