|
1
|
Victory Capital Management
San Antonio,
Texas
|
$222M
|
–
|
–
|
–
|
|
|
2
|
1900 Wealth Management
San Antonio,
Texas
|
$64.9M
|
+$8.63M
|
+393,178
|
+16%
|
|
|
3
|
Goldstein Advisors
Madison,
Wisconsin
|
$39.3M
|
+$8.14M
|
+370,502
|
+27%
|
|
|
4
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$39.3M
|
+$38.8M
|
+1,764,517
|
New
|
|
|
5
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$28.2M
|
+$13.9M
|
+631,082
|
+99%
|
|
|
6
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$10.3M
|
-$7.34M
|
-334,172
|
-42%
|
|
|
7
|
Elk River Wealth Management
Denver,
Colorado
|
$6.75M
|
+$434K
|
+19,749
|
+7%
|
|
|
8
|
Madison Wealth Partners
Madison,
Wisconsin
|
$2.71M
|
+$908K
|
+41,324
|
+51%
|
|
|
9
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.93M
|
+$688K
|
+31,317
|
+56%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$1.89M
|
+$1.87M
|
+85,176
|
New
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$1.21M
|
+$718K
|
+32,705
|
+151%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$986K
|
-$19.8K
|
-900
|
-2%
|
|
|
13
|
Steward Partners Investment Advisory
New York
|
$441K
|
-$17.4K
|
-792
|
-4%
|
|
|
14
|
|
$434K
|
-$683K
|
-31,117
|
-61%
|
|
|
15
|
LexAurum Advisors
Overland Park,
Kansas
|
$430K
|
-$14K
|
-638
|
-3%
|
|
|
16
|
Comerica Bank
Dallas,
Texas
|
$37.3K
|
-$19.5K
|
-886
|
-35%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$2.2K
|
-$7.18K
|
-327
|
-77%
|
|
|
18
|
Flow Traders U.S.
New York
|
–
|
-$346K
|
-16,158
|
Closed
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$30K
|
-1,410
|
Closed
|
|
|
20
|
Tower Research Capital (TRC)
New York
|
–
|
-$21
|
-1
|
Closed
|
|
