|
1
|
AE Wealth Management
Topeka,
Kansas
|
$21M
|
+$354K
|
+5,445
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$7.17M
|
-$114K
|
-1,750
|
-1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$6.5M
|
+$214K
|
+3,296
|
+3%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$5.97M
|
+$181K
|
+2,782
|
+3%
|
|
|
5
|
Savoie Capital
Chicago,
Illinois
|
$4.61M
|
–
|
–
|
–
|
|
|
6
|
|
$4.42M
|
+$612K
|
+9,414
|
+15%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$3.63M
|
-$262K
|
-4,031
|
-6%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.3M
|
+$1.11M
|
+17,007
|
+47%
|
|
|
9
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$2.49M
|
+$2.14M
|
+32,983
|
+459%
|
|
|
10
|
Wealthspire Advisors (New York)
New York
|
$2.2M
|
+$25K
|
+385
|
+1%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.95M
|
+$1.56K
|
+24
|
+0.1%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.42M
|
-$1.12M
|
-17,285
|
-43%
|
|
|
13
|
Seneca Financial Advisors
Rochester,
New York
|
$1.38M
|
+$10.3K
|
+159
|
+0.7%
|
|
|
14
|
Prudential plc
London, England,
United Kingdom
|
$1.33M
|
-$206K
|
-3,170
|
-13%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$1.19M
|
+$1.24M
|
+19,157
|
New
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.15M
|
-$44.4K
|
-684
|
-4%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.07M
|
-$341K
|
-5,252
|
-23%
|
|
|
18
|
WealthShield Partners
Cary,
North Carolina
|
$1.07M
|
+$27K
|
+415
|
+2%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$1.05M
|
+$784K
|
+12,071
|
+247%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$962K
|
-$9.68K
|
-149
|
-1%
|
|
|
21
|
|
$660K
|
-$96K
|
-1,478
|
-12%
|
|
|
22
|
Avantax Advisory Services
Dallas,
Texas
|
$540K
|
-$35K
|
-539
|
-6%
|
|
|
23
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$533K
|
+$558K
|
+8,586
|
New
|
|
|
24
|
Crescent Sterling
Metairie,
Louisiana
|
$509K
|
+$3.31K
|
+51
|
+0.6%
|
|
|
25
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$465K
|
-$38.4K
|
-591
|
-7%
|
|
