|
1
|
Total Investment Management
Scottsdale,
Arizona
|
$49.6M
|
+$48.8M
|
+1,641,162
|
New
|
|
|
2
|
CreativeOne Wealth
Overland Park,
Kansas
|
$17.4M
|
+$4.42M
|
+148,574
|
+35%
|
|
|
3
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$13.2M
|
-$829K
|
-27,879
|
-6%
|
|
|
4
|
|
$11.9M
|
-$6.23M
|
-209,551
|
-35%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.36M
|
-$274K
|
-9,228
|
-4%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$4.95M
|
+$2.11M
|
+70,951
|
+77%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$4.39M
|
-$759K
|
-25,529
|
-15%
|
|
|
8
|
Pacific Financial Group
Bellevue,
Washington
|
$4.05M
|
-$4.91M
|
-165,069
|
-55%
|
|
|
9
|
Appleton Partners
Boston,
Massachusetts
|
$3.38M
|
+$352K
|
+11,850
|
+12%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$3.3M
|
+$685K
|
+23,049
|
+27%
|
|
|
11
|
|
$2.75M
|
+$2.7M
|
+90,766
|
New
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
$2.34M
|
-$154K
|
-5,172
|
-6%
|
|
|
13
|
|
$2.18M
|
-$5.62K
|
-189
|
-0.3%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.03M
|
+$101K
|
+3,395
|
+5%
|
|
|
15
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.03M
|
+$1.01M
|
+34,097
|
New
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$845K
|
-$520K
|
-17,505
|
-39%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$768K
|
+$224K
|
+7,524
|
+42%
|
|
|
18
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$625K
|
–
|
–
|
–
|
|
|
19
|
LexAurum Advisors
Overland Park,
Kansas
|
$601K
|
+$27.1K
|
+913
|
+5%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$501K
|
+$491K
|
+16,514
|
New
|
|
|
21
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$494K
|
-$13.9K
|
-469
|
-3%
|
|
|
22
|
First Allied Advisory Services
San Diego,
California
|
$492K
|
-$41.6K
|
-1,399
|
-8%
|
|
|
23
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$492K
|
+$186K
|
+6,262
|
+63%
|
|
|
24
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$475K
|
+$466K
|
+15,683
|
New
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$437K
|
-$53.8K
|
-1,809
|
-11%
|
|
