|
1
|
Total Investment Management
Scottsdale,
Arizona
|
$50.7M
|
+$1.98M
|
+64,887
|
+4%
|
|
|
2
|
CreativeOne Wealth
Overland Park,
Kansas
|
$19.4M
|
+$1.75M
|
+57,195
|
+10%
|
|
|
3
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$13.3M
|
-$110K
|
-3,596
|
-0.8%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$5.82M
|
+$784K
|
+25,652
|
+16%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.79M
|
-$678K
|
-22,187
|
-11%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$4.88M
|
+$411K
|
+13,441
|
+9%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$4.15M
|
+$784K
|
+25,668
|
+24%
|
|
|
8
|
Pacific Financial Group
Bellevue,
Washington
|
$4.06M
|
+$4.34K
|
+142
|
+0.1%
|
|
|
9
|
Appleton Partners
Boston,
Massachusetts
|
$3.82M
|
+$366K
|
+11,995
|
+11%
|
|
|
10
|
|
$2.21M
|
-$7.18K
|
-235
|
-0.3%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.11M
|
+$46K
|
+1,505
|
+2%
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
$2.11M
|
-$266K
|
-8,706
|
-11%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.69M
|
+$898K
|
+29,400
|
+116%
|
|
|
14
|
|
$1.15M
|
-$10.8M
|
-354,081
|
-90%
|
|
|
15
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.07M
|
+$21.7K
|
+711
|
+2%
|
|
|
16
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$637K
|
–
|
–
|
–
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$616K
|
-$241K
|
-7,900
|
-28%
|
|
|
18
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$557K
|
+$72.6K
|
+2,376
|
+15%
|
|
|
19
|
GeoWealth Management
Chicago,
Illinois
|
$518K
|
+$513K
|
+16,790
|
New
|
|
|
20
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$506K
|
+$5.38K
|
+176
|
+1%
|
|
|
21
|
Atria Investments
Charlotte,
North Carolina
|
$451K
|
+$469K
|
+15,365
|
New
|
|
|
22
|
BB&T Securities
Richmond,
Virginia
|
$395K
|
+$86.3K
|
+2,825
|
+28%
|
|
|
23
|
First Allied Advisory Services
San Diego,
California
|
$356K
|
-$142K
|
-4,634
|
-29%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$333K
|
-$6.26K
|
-205
|
-2%
|
|
|
25
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$333K
|
+$85.6K
|
+2,803
|
+35%
|
|
