|
1
|
AE Wealth Management
Topeka,
Kansas
|
$25M
|
+$624K
|
+10,619
|
+2%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$7.66M
|
–
|
–
|
–
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$6.6M
|
+$29.9K
|
+508
|
+0.4%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$5.41M
|
-$1.79M
|
-30,406
|
-24%
|
|
|
5
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$5.08M
|
+$30.7K
|
+522
|
+0.6%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.76M
|
+$196K
|
+3,341
|
+4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$4.21M
|
-$601K
|
-10,226
|
-12%
|
|
|
8
|
|
$3.97M
|
-$1.09M
|
-18,545
|
-21%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$3.19M
|
+$3.27M
|
+55,623
|
New
|
|
|
10
|
|
$2.86M
|
+$223K
|
+3,795
|
+8%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$2.6M
|
+$929K
|
+15,814
|
+54%
|
|
|
12
|
Wealthspire Advisors (New York)
New York
|
$2.01M
|
–
|
–
|
–
|
|
|
13
|
Seneca Financial Advisors
Rochester,
New York
|
$1.92M
|
-$1.05M
|
-17,807
|
-35%
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.69M
|
+$167K
|
+2,838
|
+11%
|
|
|
15
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.68M
|
+$1.46M
|
+24,857
|
+575%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.28M
|
-$294
|
-5
|
-0%
|
|
|
17
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$1.24M
|
+$136K
|
+2,306
|
+12%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.23M
|
-$203K
|
-3,451
|
-14%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$873K
|
+$60.9K
|
+1,037
|
+7%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$837K
|
+$104K
|
+1,771
|
+14%
|
|
|
21
|
WealthShield Partners
Cary,
North Carolina
|
$832K
|
+$108K
|
+1,830
|
+14%
|
|
|
22
|
|
$688K
|
+$245K
|
+4,171
|
+53%
|
|
|
23
|
Avantax Advisory Services
Dallas,
Texas
|
$667K
|
–
|
–
|
–
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$639K
|
+$146K
|
+2,491
|
+29%
|
|
|
25
|
Crescent Sterling
Metairie,
Louisiana
|
$592K
|
-$14.8K
|
-251
|
-2%
|
|
