|
1
|
CreativeOne Wealth
Overland Park,
Kansas
|
$22.2M
|
+$1.23M
|
+39,502
|
+6%
|
|
|
2
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$14.3M
|
-$303K
|
-9,683
|
-2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$12M
|
+$5.28M
|
+168,896
|
+85%
|
|
|
4
|
Pacific Financial Group
Bellevue,
Washington
|
$10.2M
|
+$7.23M
|
+231,446
|
+282%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.04M
|
+$8.67M
|
+277,608
|
New
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$6.42M
|
+$1.71M
|
+54,765
|
+38%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$6.36M
|
-$247K
|
-7,889
|
-4%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.9M
|
+$4.38M
|
+140,237
|
+1,373%
|
|
|
9
|
Appleton Partners
Boston,
Massachusetts
|
$4.28M
|
+$60.6K
|
+1,941
|
+2%
|
|
|
10
|
GeoWealth Management
Chicago,
Illinois
|
$3.85M
|
-$7.66M
|
-245,073
|
-67%
|
|
|
11
|
Avalon Capital Management
Port Of Redwood City,
California
|
$3.75M
|
-$138K
|
-4,428
|
-4%
|
|
|
12
|
RVW Wealth
Los Angeles,
California
|
$3.45M
|
-$14.5K
|
-463
|
-0.4%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.68M
|
+$1.95M
|
+62,359
|
+312%
|
|
|
14
|
|
$2.36M
|
+$270K
|
+8,642
|
+14%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$2.25M
|
-$4M
|
-127,935
|
-65%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.12M
|
-$178K
|
-5,711
|
-8%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$2.12M
|
+$109K
|
+3,479
|
+6%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.06M
|
-$192K
|
-6,132
|
-9%
|
|
|
19
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$2.03M
|
+$724K
|
+23,159
|
+59%
|
|
|
20
|
|
$1.54M
|
-$581K
|
-18,605
|
-28%
|
|
|
21
|
Frontier Wealth Management
Kansas City,
Missouri
|
$1.52M
|
-$531K
|
-16,987
|
-27%
|
|
|
22
|
Atria Investments
Charlotte,
North Carolina
|
$1.33M
|
+$636K
|
+20,347
|
+99%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$786K
|
-$73.9K
|
-2,365
|
-9%
|
|
|
24
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$656K
|
–
|
–
|
–
|
|
|
25
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$634K
|
+$17K
|
+544
|
+3%
|
|
