|
1
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$366M
|
+$278M
|
+12,859,443
|
+332%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$332M
|
+$101M
|
+4,680,000
|
+45%
|
|
|
3
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$115M
|
+$6.96M
|
+322,534
|
+7%
|
|
|
4
|
1900 Wealth Management
San Antonio,
Texas
|
$89.1M
|
+$111K
|
+5,130
|
+0.1%
|
|
|
5
|
Goldstein Advisors
Madison,
Wisconsin
|
$31.4M
|
-$363K
|
-16,830
|
-1%
|
|
|
6
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$17M
|
+$157K
|
+7,261
|
+0.9%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$9.13M
|
+$2.29M
|
+106,225
|
+34%
|
|
|
8
|
Elk River Wealth Management
Denver,
Colorado
|
$7.11M
|
-$133K
|
-6,160
|
-2%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.58M
|
+$324K
|
+15,026
|
+5%
|
|
|
10
|
Huntleigh Advisors
St. Louis,
Missouri
|
$5.84M
|
+$10.6K
|
+490
|
+0.2%
|
|
|
11
|
Madison Wealth Partners
Madison,
Wisconsin
|
$3.5M
|
-$103K
|
-4,753
|
-3%
|
|
|
12
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.59M
|
+$182K
|
+8,446
|
+8%
|
|
|
13
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$799K
|
+$20.8K
|
+963
|
+3%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$723K
|
-$205K
|
-9,513
|
-22%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$631K
|
-$92K
|
-4,263
|
-13%
|
|
|
16
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$521K
|
+$514K
|
+23,835
|
New
|
|
|
17
|
LexAurum Advisors
Overland Park,
Kansas
|
$449K
|
+$15.8K
|
+732
|
+4%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$311K
|
+$307K
|
+14,247
|
New
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$247K
|
–
|
–
|
–
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$219K
|
-$25.5K
|
-1,183
|
-11%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$208K
|
+$205K
|
+9,500
|
New
|
|
|
22
|
Comerica Bank
Dallas,
Texas
|
$56.7K
|
–
|
–
|
–
|
|
|
23
|
Jones Financial Companies
Des Peres,
Missouri
|
$10.3K
|
+$10.2K
|
+473
|
New
|
|
|
24
|
Allworth Financial
Folsom,
California
|
$2.82K
|
–
|
–
|
–
|
|
|
25
|
|
–
|
-$4.84M
|
-222,097
|
Closed
|
|
