|
1
|
CreativeOne Wealth
Overland Park,
Kansas
|
$13.6M
|
-$4.71M
|
-164,122
|
-26%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$11.1M
|
+$462K
|
+16,108
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$11.1M
|
-$94.2K
|
-3,281
|
-0.8%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.81M
|
+$592K
|
+20,614
|
+6%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.34M
|
-$331K
|
-11,519
|
-3%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.85M
|
+$343K
|
+11,941
|
+5%
|
|
|
7
|
Hartford Financial Management
Hartford,
Connecticut
|
$5.06M
|
-$29.9K
|
-1,041
|
-0.6%
|
|
|
8
|
Appleton Partners
Boston,
Massachusetts
|
$3.26M
|
-$194K
|
-6,763
|
-6%
|
|
|
9
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$2.19M
|
-$60.9K
|
-2,123
|
-3%
|
|
|
10
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$2.07M
|
+$1.23M
|
+42,870
|
+144%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.94M
|
+$52.5K
|
+1,831
|
+3%
|
|
|
12
|
First Pacific Financial
Vancouver,
Washington
|
$1.9M
|
+$1.92M
|
+66,881
|
New
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$1.77M
|
+$221K
|
+7,691
|
+14%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$1.71M
|
-$31.5K
|
-1,099
|
-2%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.63M
|
-$354K
|
-12,327
|
-18%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.47M
|
-$252K
|
-8,769
|
-14%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.17M
|
+$37.2K
|
+1,295
|
+3%
|
|
|
18
|
|
$944K
|
+$952K
|
+33,187
|
New
|
|
|
19
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$875K
|
-$35.8K
|
-1,246
|
-4%
|
|
|
20
|
Pinnacle Associates
New York
|
$733K
|
–
|
–
|
–
|
|
|
21
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$733K
|
–
|
–
|
–
|
|
|
22
|
GeoWealth Management
Chicago,
Illinois
|
$727K
|
-$86.6K
|
-3,016
|
-11%
|
|
|
23
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$663K
|
+$669K
|
+23,324
|
New
|
|
|
24
|
|
$481K
|
+$486K
|
+16,922
|
New
|
|
|
25
|
ETrade Capital Management
Arlington,
Virginia
|
$475K
|
+$238K
|
+8,310
|
+99%
|
|
