|
1
|
AE Wealth Management
Topeka,
Kansas
|
$24.1M
|
+$316K
|
+5,507
|
+1%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$7.29M
|
–
|
–
|
–
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$7.28M
|
+$2.24M
|
+39,116
|
+42%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$6.75M
|
+$501K
|
+8,733
|
+8%
|
|
|
5
|
|
$4.82M
|
+$2.21M
|
+38,530
|
+77%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$4.78M
|
+$5.02M
|
+87,532
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$4.63M
|
+$656K
|
+11,439
|
+16%
|
|
|
8
|
|
$3.55M
|
-$235K
|
-4,104
|
-6%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.64M
|
+$2.78M
|
+48,369
|
New
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$2.43M
|
-$42.1K
|
-733
|
-2%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.93M
|
-$2.73M
|
-47,605
|
-57%
|
|
|
12
|
Wealthspire Advisors (New York)
New York
|
$1.91M
|
–
|
–
|
–
|
|
|
13
|
Seneca Financial Advisors
Rochester,
New York
|
$1.73M
|
-$106K
|
-1,839
|
-5%
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.67M
|
+$57.4K
|
+1,000
|
+3%
|
|
|
15
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.53M
|
-$68.6K
|
-1,195
|
-4%
|
|
|
16
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$1.29M
|
+$111K
|
+1,934
|
+9%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$922K
|
-$264K
|
-4,606
|
-21%
|
|
|
18
|
WealthShield Partners
Cary,
North Carolina
|
$820K
|
+$30.2K
|
+526
|
+4%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$818K
|
+$23.5K
|
+410
|
+3%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$736K
|
-$99K
|
-1,726
|
-11%
|
|
|
21
|
|
$657K
|
+$2.87K
|
+50
|
+0.4%
|
|
|
22
|
Avantax Advisory Services
Dallas,
Texas
|
$623K
|
-$11.5K
|
-200
|
-2%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$619K
|
-$2.54M
|
-44,287
|
-80%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$609K
|
+$640K
|
+11,160
|
New
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$575K
|
+$52.4K
|
+914
|
+9%
|
|
