|
1
|
AE Wealth Management
Topeka,
Kansas
|
$25.1M
|
+$911K
|
+15,191
|
+4%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$7.87M
|
–
|
–
|
–
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$7.35M
|
-$1.96M
|
-32,598
|
-21%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$6.75M
|
+$368K
|
+6,127
|
+6%
|
|
|
5
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$5.18M
|
+$25K
|
+417
|
+0.5%
|
|
|
6
|
|
$5.17M
|
+$690K
|
+11,500
|
+15%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$4.93M
|
+$900K
|
+15,002
|
+22%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.7M
|
-$472K
|
-7,869
|
-9%
|
|
|
9
|
Seneca Financial Advisors
Rochester,
New York
|
$3.03M
|
-$527K
|
-8,786
|
-15%
|
|
|
10
|
|
$2.71M
|
-$136K
|
-2,262
|
-5%
|
|
|
11
|
Wealthspire Advisors (New York)
New York
|
$2.06M
|
–
|
–
|
–
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$1.74M
|
+$4.32K
|
+72
|
+0.2%
|
|
|
13
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$1.64M
|
+$363K
|
+6,047
|
+28%
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.58M
|
+$900K
|
+15,000
|
+128%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.47M
|
+$164K
|
+2,730
|
+12%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.32M
|
-$14.3K
|
-238
|
-1%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.3M
|
+$1.3M
|
+21,692
|
New
|
|
|
18
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$1.14M
|
+$100K
|
+1,668
|
+9%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$879K
|
-$72.3K
|
-1,206
|
-7%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$835K
|
+$643K
|
+10,723
|
+311%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$755K
|
-$293K
|
-4,876
|
-28%
|
|
|
22
|
WealthShield Partners
Cary,
North Carolina
|
$746K
|
+$63.4K
|
+1,057
|
+9%
|
|
|
23
|
Avantax Advisory Services
Dallas,
Texas
|
$685K
|
-$146K
|
-2,438
|
-17%
|
|
|
24
|
Crescent Sterling
Metairie,
Louisiana
|
$623K
|
+$23.8K
|
+397
|
+4%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$622K
|
+$8.52K
|
+142
|
+1%
|
|
