|
1
|
CreativeOne Wealth
Overland Park,
Kansas
|
$14.9M
|
+$288K
|
+9,989
|
+1%
|
|
|
2
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$11.7M
|
+$2.33M
|
+80,858
|
+18%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$8.81M
|
+$6.17M
|
+213,514
|
+109%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.68M
|
-$324K
|
-11,210
|
-3%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.94M
|
+$1.28M
|
+44,451
|
+16%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.78M
|
+$5.07M
|
+175,450
|
New
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$3.6M
|
-$874K
|
-30,259
|
-15%
|
|
|
8
|
Hartford Financial Management
Hartford,
Connecticut
|
$2.89M
|
+$3.87M
|
+133,954
|
New
|
|
|
9
|
Appleton Partners
Boston,
Massachusetts
|
$2.64M
|
-$250K
|
-8,665
|
-7%
|
|
|
10
|
GeoWealth Management
Chicago,
Illinois
|
$2.47M
|
-$105K
|
-3,649
|
-3%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.99M
|
+$2.29M
|
+79,269
|
+618%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.97M
|
+$260K
|
+9,004
|
+11%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$1.54M
|
+$72.5K
|
+2,510
|
+4%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.45M
|
+$63.6K
|
+2,204
|
+3%
|
|
|
15
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.42M
|
+$109K
|
+3,790
|
+6%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.02M
|
-$464K
|
-16,083
|
-25%
|
|
|
17
|
Atria Investments
Charlotte,
North Carolina
|
$803K
|
-$107K
|
-3,711
|
-9%
|
|
|
18
|
Frontier Wealth Management
Kansas City,
Missouri
|
$755K
|
-$339K
|
-11,731
|
-25%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$707K
|
+$948K
|
+32,824
|
New
|
|
|
20
|
|
$703K
|
-$428K
|
-14,818
|
-31%
|
|
|
21
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$675K
|
+$904K
|
+31,315
|
New
|
|
|
22
|
Pinnacle Associates
New York
|
$575K
|
+$771K
|
+26,685
|
New
|
|
|
23
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$575K
|
+$771K
|
+26,685
|
New
|
|
|
24
|
RVW Wealth
Los Angeles,
California
|
$488K
|
-$2.41M
|
-83,395
|
-79%
|
|
|
25
|
First Allied Advisory Services
San Diego,
California
|
$346K
|
-$12K
|
-416
|
-3%
|
|
