|
1
|
Bank of America
Charlotte,
North Carolina
|
$83.9M
|
+$19M
|
+375,671
|
+28%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$43.1M
|
+$5.93M
|
+117,208
|
+15%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$19.9M
|
-$12.6M
|
-249,011
|
-38%
|
|
|
4
|
Focus Financial Network
Minneapolis,
Minnesota
|
$15.8M
|
+$544K
|
+10,755
|
+3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$13.4M
|
-$2.06M
|
-40,722
|
-13%
|
|
|
6
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$9.61M
|
-$838K
|
-16,549
|
-8%
|
|
|
7
|
Peak Financial Management
Wellesley,
Massachusetts
|
$8.34M
|
+$114K
|
+2,247
|
+1%
|
|
|
8
|
Verde Capital Management
Clarkston,
Michigan
|
$7.88M
|
+$524K
|
+10,343
|
+7%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$7.88M
|
+$1.8M
|
+35,561
|
+28%
|
|
|
10
|
|
$7.54M
|
+$833K
|
+16,449
|
+12%
|
|
|
11
|
|
$6.18M
|
-$430K
|
-8,494
|
-6%
|
|
|
12
|
ETF Portfolio Partners
Leawood,
Kansas
|
$6.07M
|
-$1.74M
|
-34,394
|
-22%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$6M
|
+$6.24M
|
+123,234
|
New
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.65M
|
+$667K
|
+13,174
|
+16%
|
|
|
15
|
Independent Wealth Network
Urbandale,
Iowa
|
$4.63M
|
+$1.4M
|
+27,643
|
+41%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.62M
|
+$569K
|
+11,243
|
+13%
|
|
|
17
|
Atria Wealth Solutions
New York
|
$4.42M
|
-$20.8K
|
-411
|
-0.5%
|
|
|
18
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.61M
|
+$584K
|
+11,535
|
+18%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$3.57M
|
+$1.29M
|
+25,521
|
+53%
|
|
|
20
|
Summit Wealth Partners
Orlando,
Florida
|
$3.47M
|
+$750K
|
+14,813
|
+26%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$3.37M
|
+$3.51M
|
+69,285
|
New
|
|
|
22
|
KeyBank National Association
Cleveland,
Ohio
|
$2.97M
|
–
|
–
|
–
|
|
|
23
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.9M
|
+$96.4K
|
+1,905
|
+3%
|
|
|
24
|
|
$2.79M
|
+$2.9M
|
+57,349
|
New
|
|
|
25
|
|
$2.06M
|
-$5.68M
|
-112,187
|
-73%
|
|
