|
1
|
AE Wealth Management
Topeka,
Kansas
|
$22.2M
|
+$376K
|
+5,943
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$7.82M
|
+$294K
|
+4,636
|
+4%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$6.76M
|
-$352K
|
-5,563
|
-5%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$6.22M
|
+$5.95K
|
+94
|
+0.1%
|
|
|
5
|
Savoie Capital
Chicago,
Illinois
|
$4.95M
|
–
|
–
|
–
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$4.17M
|
-$432K
|
-6,814
|
-10%
|
|
|
7
|
|
$4.11M
|
-$49.9K
|
-788
|
-1%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.68M
|
-$940K
|
-14,840
|
-27%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.41M
|
-$122K
|
-1,928
|
-5%
|
|
|
10
|
Wealthspire Advisors (New York)
New York
|
$2.33M
|
–
|
–
|
–
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.09M
|
-$1.11M
|
-17,584
|
-36%
|
|
|
12
|
Prudential plc
London, England,
United Kingdom
|
$1.64M
|
+$659K
|
+10,410
|
+74%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.5M
|
-$116K
|
-1,825
|
-7%
|
|
|
14
|
Seneca Financial Advisors
Rochester,
New York
|
$1.47M
|
-$97.5K
|
-1,539
|
-7%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$1.44M
|
-$1.76M
|
-27,789
|
-56%
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.28M
|
-$22.8K
|
-360
|
-2%
|
|
|
17
|
WealthShield Partners
Cary,
North Carolina
|
$1.12M
|
+$39.7K
|
+627
|
+4%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$1.04M
|
-$136K
|
-2,154
|
-12%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.01M
|
+$245K
|
+3,866
|
+34%
|
|
|
20
|
|
$808K
|
-$4.05K
|
-64
|
-0.5%
|
|
|
21
|
|
$619K
|
-$346K
|
-5,457
|
-37%
|
|
|
22
|
Avantax Advisory Services
Dallas,
Texas
|
$615K
|
-$42.9K
|
-678
|
-7%
|
|
|
23
|
Crescent Sterling
Metairie,
Louisiana
|
$543K
|
-$23.6K
|
-372
|
-4%
|
|
|
24
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$538K
|
+$511K
|
+8,074
|
New
|
|
|
25
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$481K
|
-$5.89K
|
-93
|
-1%
|
|
