|
1
|
Victory Capital Management
San Antonio,
Texas
|
$225M
|
+$11.5M
|
+528,522
|
+5%
|
|
|
2
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$79.4M
|
+$42.4M
|
+1,952,627
|
+111%
|
|
|
3
|
1900 Wealth Management
San Antonio,
Texas
|
$73.6M
|
+$11.4M
|
+526,628
|
+18%
|
|
|
4
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$62.6M
|
+$36.1M
|
+1,663,602
|
+131%
|
|
|
5
|
Goldstein Advisors
Madison,
Wisconsin
|
$28.4M
|
-$9.56M
|
-440,212
|
-25%
|
|
|
6
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$11.8M
|
+$1.94M
|
+89,561
|
+19%
|
|
|
7
|
Elk River Wealth Management
Denver,
Colorado
|
$6.9M
|
+$424K
|
+19,533
|
+6%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.54M
|
+$5.63M
|
+259,431
|
New
|
|
|
9
|
Huntleigh Advisors
St. Louis,
Missouri
|
$5.48M
|
+$5.57M
|
+256,627
|
New
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$4.68M
|
+$2.9M
|
+133,624
|
+157%
|
|
|
11
|
Madison Wealth Partners
Madison,
Wisconsin
|
$3.16M
|
+$565K
|
+26,020
|
+21%
|
|
|
12
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.35M
|
+$500K
|
+23,010
|
+26%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$932K
|
-$15K
|
-692
|
-2%
|
|
|
14
|
Flow Traders U.S.
New York
|
$547K
|
+$556K
|
+25,620
|
New
|
|
|
15
|
LexAurum Advisors
Overland Park,
Kansas
|
$424K
|
+$11.2K
|
+516
|
+3%
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$333K
|
-$92.2K
|
-4,247
|
-21%
|
|
|
17
|
|
$279K
|
-$141K
|
-6,478
|
-33%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$242K
|
+$245K
|
+11,301
|
New
|
|
|
19
|
Comerica Bank
Dallas,
Texas
|
$38.4K
|
+$2.6K
|
+120
|
+7%
|
|
|
20
|
Tower Research Capital (TRC)
New York
|
$406
|
+$413
|
+19
|
New
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.21M
|
-54,366
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$2.2K
|
-99
|
Closed
|
|
