|
1
|
AE Wealth Management
Topeka,
Kansas
|
$26.5M
|
+$179K
|
+3,195
|
+0.7%
|
|
|
2
|
|
$19.9M
|
+$13.5M
|
+240,741
|
+273%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$7.12M
|
-$335K
|
-5,965
|
-5%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$6.4M
|
-$1.54M
|
-27,516
|
-21%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$6.27M
|
+$1.06M
|
+18,853
|
+22%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$4.6M
|
-$640K
|
-11,399
|
-13%
|
|
|
7
|
Mango Investments
Denver,
Colorado
|
$4.49M
|
+$4.16M
|
+74,195
|
New
|
|
|
8
|
|
$3.69M
|
-$217K
|
-3,869
|
-6%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.45M
|
+$490K
|
+8,734
|
+18%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.13M
|
+$917K
|
+16,343
|
+46%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$2.64M
|
-$53.8K
|
-959
|
-2%
|
|
|
12
|
Wealthspire Advisors (New York)
New York
|
$2.12M
|
–
|
–
|
–
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.7M
|
-$133K
|
-2,368
|
-8%
|
|
|
14
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$1.57M
|
+$137K
|
+2,434
|
+10%
|
|
|
15
|
Seneca Financial Advisors
Rochester,
New York
|
$1.56M
|
-$331K
|
-5,901
|
-19%
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.4M
|
-$276K
|
-4,911
|
-18%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.31M
|
+$586K
|
+10,451
|
+94%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.14M
|
+$110K
|
+1,960
|
+12%
|
|
|
19
|
Prudential plc
London, England,
United Kingdom
|
$1.11M
|
+$484K
|
+8,630
|
+89%
|
|
|
20
|
NorthRock Partners
Minneapolis,
Minnesota
|
$1.11M
|
+$1.03M
|
+18,334
|
New
|
|
|
21
|
WealthShield Partners
Cary,
North Carolina
|
$927K
|
+$17.5K
|
+312
|
+2%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$879K
|
-$25.2K
|
-450
|
-3%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$800K
|
+$151K
|
+2,684
|
+25%
|
|
|
24
|
|
$713K
|
-$14K
|
-249
|
-2%
|
|
|
25
|
Avantax Advisory Services
Dallas,
Texas
|
$666K
|
-$22.4K
|
-400
|
-4%
|
|
