|
1
|
CreativeOne Wealth
Overland Park,
Kansas
|
$24.1M
|
+$2.79M
|
+55,625
|
+14%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$8.93M
|
+$1.4M
|
+27,828
|
+20%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$3.85M
|
+$1.06M
|
+21,097
|
+40%
|
|
|
4
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$2.75M
|
-$13.3K
|
-264
|
-0.5%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.55M
|
+$1.11M
|
+22,063
|
+83%
|
|
|
6
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.22M
|
-$12.4K
|
-246
|
-0.6%
|
|
|
7
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
$1.64M
|
+$800K
|
+15,927
|
+104%
|
|
|
8
|
|
$944K
|
-$5.17K
|
-103
|
-0.6%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$938K
|
-$275K
|
-5,470
|
-23%
|
|
|
10
|
Franklin Resources
San Mateo,
California
|
$839K
|
+$15.3K
|
+305
|
+2%
|
|
|
11
|
Bank of New York Mellon
New York
|
$766K
|
-$35.3K
|
-703
|
-5%
|
|
|
12
|
BAM Wealth Management
Lakewood,
Colorado
|
$760K
|
+$729K
|
+14,512
|
New
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$692K
|
+$663K
|
+13,206
|
New
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$474K
|
-$26.1K
|
-520
|
-5%
|
|
|
15
|
Atria Investments
Charlotte,
North Carolina
|
$464K
|
-$6.53K
|
-130
|
-1%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$416K
|
-$5.47K
|
-109
|
-1%
|
|
|
17
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$360K
|
+$21.3K
|
+424
|
+7%
|
|
|
18
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$352K
|
+$5.17K
|
+103
|
+2%
|
|
|
19
|
|
$283K
|
+$271K
|
+5,393
|
New
|
|
|
20
|
Koshinski Asset Management
Decatur,
Illinois
|
$258K
|
-$10.8K
|
-215
|
-4%
|
|
|
21
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$252K
|
–
|
–
|
–
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$239K
|
-$38.9K
|
-775
|
-15%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$218K
|
–
|
–
|
–
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$199K
|
-$3.92K
|
-78
|
-2%
|
|
|
25
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$89.1K
|
–
|
–
|
–
|
|
