|
1
|
AE Wealth Management
Topeka,
Kansas
|
$18.5M
|
-$8.03M
|
-135,683
|
-31%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$6.84M
|
-$217K
|
-3,663
|
-3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$6.34M
|
+$120K
|
+2,029
|
+2%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$6.1M
|
-$229K
|
-3,866
|
-4%
|
|
|
5
|
Mango Investments
Denver,
Colorado
|
$4.45M
|
–
|
–
|
–
|
|
|
6
|
Savoie Capital
Chicago,
Illinois
|
$4.45M
|
+$4.39M
|
+74,195
|
New
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$4.31M
|
-$254K
|
-4,296
|
-6%
|
|
|
8
|
|
$3.78M
|
+$118K
|
+1,991
|
+3%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$3.03M
|
+$409K
|
+6,916
|
+16%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.9M
|
-$522K
|
-8,817
|
-15%
|
|
|
11
|
|
$2.43M
|
-$17.1M
|
-288,477
|
-88%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.14M
|
-$945K
|
-15,955
|
-31%
|
|
|
13
|
Wealthspire Advisors (New York)
New York
|
$2.1M
|
–
|
–
|
–
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.07M
|
+$763K
|
+12,883
|
+60%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.45M
|
+$318K
|
+5,363
|
+28%
|
|
|
16
|
Seneca Financial Advisors
Rochester,
New York
|
$1.4M
|
-$147K
|
-2,481
|
-10%
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.19M
|
-$491K
|
-8,287
|
-29%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.17M
|
-$213K
|
-3,597
|
-16%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$1.15M
|
+$353K
|
+5,965
|
+45%
|
|
|
20
|
WealthShield Partners
Cary,
North Carolina
|
$947K
|
+$27.5K
|
+464
|
+3%
|
|
|
21
|
Prudential plc
London, England,
United Kingdom
|
$935K
|
-$163K
|
-2,754
|
-15%
|
|
|
22
|
NorthRock Partners
Minneapolis,
Minnesota
|
$806K
|
-$290K
|
-4,891
|
-27%
|
|
|
23
|
|
$691K
|
-$15.9K
|
-269
|
-2%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$658K
|
+$108K
|
+1,830
|
+20%
|
|
|
25
|
Avantax Advisory Services
Dallas,
Texas
|
$594K
|
-$65.8K
|
-1,112
|
-10%
|
|
