|
1
|
CreativeOne Wealth
Overland Park,
Kansas
|
$15.5M
|
+$1.92M
|
+35,777
|
+14%
|
|
|
2
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$15.3M
|
+$197K
|
+3,657
|
+1%
|
|
|
3
|
|
$12.6M
|
+$2.03M
|
+37,831
|
+20%
|
|
|
4
|
|
$11.6M
|
+$11.5M
|
+214,707
|
New
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$11.4M
|
+$3.41M
|
+63,436
|
+43%
|
|
|
6
|
GW & Wade
Wellesley,
Massachusetts
|
$9.91M
|
+$460K
|
+8,554
|
+5%
|
|
|
7
|
RVW Wealth
Los Angeles,
California
|
$9.6M
|
+$9.52M
|
+177,015
|
New
|
|
|
8
|
Ancora Advisors
Cleveland,
Ohio
|
$8.01M
|
-$421K
|
-7,823
|
-5%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$7.92M
|
+$4.5M
|
+83,756
|
+134%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.74M
|
+$3.19M
|
+59,411
|
+71%
|
|
|
11
|
Pacific Financial Group
Bellevue,
Washington
|
$7.51M
|
-$10.4M
|
-193,159
|
-58%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$6.94M
|
+$1.29M
|
+23,940
|
+23%
|
|
|
13
|
Frontier Wealth Management
Kansas City,
Missouri
|
$6.41M
|
+$460K
|
+8,556
|
+8%
|
|
|
14
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$5.62M
|
-$51.9K
|
-966
|
-0.9%
|
|
|
15
|
American Money Management
Rancho Santa Fe,
California
|
$5.12M
|
+$118K
|
+2,186
|
+2%
|
|
|
16
|
PHH Investments
Addison,
Texas
|
$4.82M
|
+$197K
|
+3,671
|
+4%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$4.47M
|
+$4.43M
|
+82,382
|
New
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$4.17M
|
+$303K
|
+5,640
|
+8%
|
|
|
19
|
United Services Automobile Association
San Antonio,
Texas
|
$3.29M
|
+$484K
|
+9,000
|
+17%
|
|
|
20
|
Fairview Capital Investment Management
Greenbrae,
California
|
$3.19M
|
+$967K
|
+17,975
|
+44%
|
|
|
21
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$3.18M
|
+$108K
|
+2,005
|
+4%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.12M
|
+$232K
|
+4,320
|
+8%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.75M
|
+$200K
|
+3,721
|
+8%
|
|
|
24
|
|
$2.58M
|
+$7.26K
|
+135
|
+0.3%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$2.17M
|
+$698K
|
+12,987
|
+48%
|
|
