|
1
|
Victory Capital Management
San Antonio,
Texas
|
$229M
|
–
|
–
|
–
|
|
|
2
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$108M
|
+$26.8M
|
+1,243,507
|
+33%
|
|
|
3
|
1900 Wealth Management
San Antonio,
Texas
|
$88.8M
|
+$13.6M
|
+628,594
|
+18%
|
|
|
4
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$84.4M
|
+$20.3M
|
+941,798
|
+32%
|
|
|
5
|
Goldstein Advisors
Madison,
Wisconsin
|
$31.7M
|
+$2.68M
|
+124,465
|
+9%
|
|
|
6
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$16.8M
|
+$4.74M
|
+219,995
|
+40%
|
|
|
7
|
Elk River Wealth Management
Denver,
Colorado
|
$7.23M
|
+$187K
|
+8,677
|
+3%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$6.8M
|
+$2.01M
|
+93,009
|
+43%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.24M
|
+$575K
|
+26,666
|
+10%
|
|
|
10
|
Huntleigh Advisors
St. Louis,
Missouri
|
$5.82M
|
+$222K
|
+10,314
|
+4%
|
|
|
11
|
|
$4.84M
|
+$4.79M
|
+222,097
|
New
|
|
|
12
|
Madison Wealth Partners
Madison,
Wisconsin
|
$3.6M
|
+$371K
|
+17,183
|
+12%
|
|
|
13
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.4M
|
+$1.49K
|
+69
|
+0.1%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$929K
|
-$22K
|
-1,019
|
-2%
|
|
|
15
|
|
$779K
|
+$490K
|
+22,705
|
+174%
|
|
|
16
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$776K
|
+$768K
|
+35,602
|
New
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$723K
|
+$715K
|
+33,161
|
New
|
|
|
18
|
LexAurum Advisors
Overland Park,
Kansas
|
$432K
|
-$1.08K
|
-50
|
-0.3%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$246K
|
–
|
–
|
–
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$245K
|
-$94K
|
-4,361
|
-28%
|
|
|
21
|
Comerica Bank
Dallas,
Texas
|
$56.6K
|
+$17.2K
|
+799
|
+44%
|
|
|
22
|
Allworth Financial
Folsom,
California
|
$2.78K
|
+$2.78K
|
+129
|
New
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$1.85K
|
+$1.83K
|
+85
|
New
|
|
|
24
|
Flow Traders U.S.
New York
|
–
|
-$547K
|
-25,620
|
Closed
|
|
|
25
|
Tower Research Capital (TRC)
New York
|
–
|
-$406
|
-19
|
Closed
|
|
