|
1
|
Bank of America
Charlotte,
North Carolina
|
$104M
|
+$1.21M
|
+24,944
|
+1%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$49.7M
|
+$3.59M
|
+74,098
|
+8%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$20.8M
|
-$13.5M
|
-278,285
|
-40%
|
|
|
4
|
Focus Financial Network
Minneapolis,
Minnesota
|
$11.5M
|
-$4.9M
|
-101,140
|
-30%
|
|
|
5
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$11.3M
|
+$221K
|
+4,564
|
+2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$9.82M
|
-$1.75M
|
-36,168
|
-15%
|
|
|
7
|
Verde Capital Management
Clarkston,
Michigan
|
$8.37M
|
+$134K
|
+2,776
|
+2%
|
|
|
8
|
|
$8.24M
|
+$68.4K
|
+1,412
|
+0.9%
|
|
|
9
|
|
$6.09M
|
+$52.5K
|
+1,083
|
+0.9%
|
|
|
10
|
ETF Portfolio Partners
Leawood,
Kansas
|
$5.54M
|
+$655K
|
+13,518
|
+14%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$5.36M
|
-$341K
|
-7,037
|
-6%
|
|
|
12
|
Independent Wealth Network
Urbandale,
Iowa
|
$5.28M
|
+$174K
|
+3,595
|
+3%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.92M
|
+$374K
|
+7,732
|
+8%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$4.88M
|
+$293K
|
+6,046
|
+7%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$4.88M
|
+$1.17M
|
+24,147
|
+32%
|
|
|
16
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.76M
|
-$56.9K
|
-1,175
|
-2%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.73M
|
+$113K
|
+2,337
|
+3%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$3.62M
|
-$257K
|
-5,310
|
-7%
|
|
|
19
|
KeyBank National Association
Cleveland,
Ohio
|
$3.38M
|
+$352K
|
+7,272
|
+12%
|
|
|
20
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.92M
|
-$343K
|
-7,085
|
-11%
|
|
|
21
|
Peak Financial Management
Wellesley,
Massachusetts
|
$2.6M
|
-$5.88M
|
-121,481
|
-70%
|
|
|
22
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$2.49M
|
+$2.44M
|
+50,473
|
New
|
|
|
23
|
PlanWiser Financial
Colorado Springs,
Colorado
|
$2.37M
|
-$1.31M
|
-27,081
|
-36%
|
|
|
24
|
Wealthfront Advisers
Palo Alto,
California
|
$2.24M
|
+$1.4M
|
+28,845
|
+174%
|
|
|
25
|
|
$2.2M
|
+$1.1M
|
+22,770
|
+105%
|
|
