|
1
|
AE Wealth Management
Topeka,
Kansas
|
$19.7M
|
-$650K
|
-8,083
|
-3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$10.5M
|
+$10.7K
|
+133
|
+0.1%
|
|
|
3
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$9.48M
|
+$9.55M
|
+118,640
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$9.29M
|
+$2.23M
|
+27,744
|
+31%
|
|
|
5
|
|
$8.92M
|
-$565K
|
-7,028
|
-6%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$7M
|
–
|
–
|
–
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$4.04M
|
-$30.1K
|
-374
|
-0.7%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$3.94M
|
+$617K
|
+7,668
|
+18%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$3.04M
|
-$48.2K
|
-599
|
-2%
|
|
|
10
|
Wealthspire Advisors (New York)
New York
|
$2.84M
|
–
|
–
|
–
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.35M
|
-$107K
|
-1,330
|
-4%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$2.32M
|
-$89.6K
|
-1,114
|
-4%
|
|
|
13
|
|
$2M
|
+$737K
|
+9,161
|
+58%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.58M
|
+$2.49K
|
+31
|
+0.2%
|
|
|
15
|
Seneca Financial Advisors
Rochester,
New York
|
$1.47M
|
+$9.82K
|
+122
|
+0.7%
|
|
|
16
|
Kingswood Wealth Advisors
San Diego,
California
|
$1.28M
|
+$2.74K
|
+34
|
+0.2%
|
|
|
17
|
Richards, Merrill & Peterson
Spokane,
Washington
|
$1.26M
|
+$92.8K
|
+1,153
|
+8%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.21M
|
+$1.93K
|
+24
|
+0.2%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$1.1M
|
+$2.74K
|
+34
|
+0.2%
|
|
|
20
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
$1.07M
|
+$114K
|
+1,411
|
+12%
|
|
|
21
|
AQR Capital Management
Greenwich,
Connecticut
|
$988K
|
-$13.5K
|
-168
|
-1%
|
|
|
22
|
Crescent Sterling
Metairie,
Louisiana
|
$830K
|
+$39.5K
|
+491
|
+5%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$793K
|
-$23.7K
|
-295
|
-3%
|
|
|
24
|
Brown Brothers Harriman & Co
New York
|
$698K
|
–
|
–
|
–
|
|
|
25
|
LifeWealth Investments
Winter Garden,
Florida
|
$563K
|
-$22.3K
|
-277
|
-4%
|
|
