|
1
|
Bank of America
Charlotte,
North Carolina
|
$107M
|
+$17.3M
|
+342,568
|
+19%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$60.7M
|
+$6.93M
|
+137,165
|
+13%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$21.3M
|
+$8.07M
|
+159,738
|
+59%
|
|
|
4
|
Focus Financial Network
Minneapolis,
Minnesota
|
$12.1M
|
+$274K
|
+5,424
|
+2%
|
|
|
5
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$11.8M
|
-$196K
|
-3,880
|
-2%
|
|
|
6
|
|
$9.75M
|
+$556K
|
+11,019
|
+6%
|
|
|
7
|
Verde Capital Management
Clarkston,
Michigan
|
$9.07M
|
-$22.1K
|
-438
|
-0.2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$8.63M
|
-$1.19M
|
-23,476
|
-12%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$8.52M
|
+$2.61M
|
+51,786
|
+43%
|
|
|
10
|
Independent Wealth Network
Urbandale,
Iowa
|
$6.17M
|
+$528K
|
+10,458
|
+9%
|
|
|
11
|
|
$6.16M
|
+$317K
|
+6,278
|
+5%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$5.69M
|
+$470K
|
+9,312
|
+9%
|
|
|
13
|
ETF Portfolio Partners
Leawood,
Kansas
|
$5.53M
|
-$87.4K
|
-1,730
|
-2%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.34M
|
+$206K
|
+4,081
|
+4%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.22M
|
+$567K
|
+11,221
|
+15%
|
|
|
16
|
Creative Financial Designs
Kokomo,
Indiana
|
$4.17M
|
+$397K
|
+7,866
|
+10%
|
|
|
17
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$3.58M
|
+$3.64M
|
+72,046
|
New
|
|
|
18
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.4M
|
+$117K
|
+2,309
|
+3%
|
|
|
19
|
KeyBank National Association
Cleveland,
Ohio
|
$3.4M
|
–
|
–
|
–
|
|
|
20
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$2.95M
|
+$265K
|
+5,257
|
+10%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$2.75M
|
-$756K
|
-14,965
|
-21%
|
|
|
22
|
PlanWiser Financial
Colorado Springs,
Colorado
|
$2.7M
|
+$2.47M
|
+48,918
|
+941%
|
|
|
23
|
Wealthfront Advisers
Palo Alto,
California
|
$2.3M
|
+$178K
|
+3,530
|
+8%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.06M
|
+$427K
|
+8,466
|
+26%
|
|
|
25
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.97M
|
+$769K
|
+15,232
|
+62%
|
|
