|
1
|
CreativeOne Wealth
Overland Park,
Kansas
|
$19.5M
|
+$2.27M
|
+51,049
|
+14%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$6.88M
|
+$697K
|
+15,691
|
+12%
|
|
|
3
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$2.54M
|
-$757K
|
-17,049
|
-24%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$2.53M
|
+$2.33M
|
+52,433
|
New
|
|
|
5
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.06M
|
+$45.2K
|
+1,018
|
+2%
|
|
|
6
|
|
$1.31M
|
+$1.2M
|
+27,099
|
New
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.29M
|
+$761K
|
+17,135
|
+177%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.28M
|
+$62.7K
|
+1,412
|
+6%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.13M
|
+$418K
|
+9,413
|
+67%
|
|
|
10
|
Avantax Advisory Services
Dallas,
Texas
|
$895K
|
+$383K
|
+8,612
|
+87%
|
|
|
11
|
|
$874K
|
-$59.7K
|
-1,344
|
-7%
|
|
|
12
|
Franklin Resources
San Mateo,
California
|
$758K
|
-$97.5K
|
-2,195
|
-12%
|
|
|
13
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
$741K
|
+$395K
|
+8,898
|
+138%
|
|
|
14
|
Bank of New York Mellon
New York
|
$739K
|
+$25.9K
|
+584
|
+4%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$462K
|
+$287K
|
+6,467
|
+208%
|
|
|
16
|
Atria Investments
Charlotte,
North Carolina
|
$433K
|
+$78.9K
|
+1,777
|
+25%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$388K
|
+$3.64K
|
+82
|
+1%
|
|
|
18
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$319K
|
+$22.3K
|
+502
|
+8%
|
|
|
19
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$311K
|
+$45.3K
|
+1,020
|
+19%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$257K
|
+$27.5K
|
+618
|
+13%
|
|
|
21
|
Koshinski Asset Management
Decatur,
Illinois
|
$248K
|
–
|
–
|
–
|
|
|
22
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$232K
|
–
|
–
|
–
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$201K
|
+$185K
|
+4,170
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$193K
|
-$462K
|
-10,407
|
-72%
|
|
|
25
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$82K
|
+$10.7K
|
+240
|
+16%
|
|
