|
1
|
AE Wealth Management
Topeka,
Kansas
|
$21.6M
|
-$401K
|
-6,326
|
-2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$7.2M
|
+$374K
|
+5,888
|
+6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$6.92M
|
-$591K
|
-9,322
|
-8%
|
|
|
4
|
|
$5.03M
|
+$391K
|
+6,157
|
+9%
|
|
|
5
|
Savoie Capital
Chicago,
Illinois
|
$4.61M
|
–
|
–
|
–
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$3.81M
|
–
|
–
|
–
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$2.92M
|
-$3.25M
|
-51,226
|
-53%
|
|
|
8
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$2.55M
|
-$62.5K
|
-986
|
-2%
|
|
|
9
|
Wealthspire Advisors (New York)
New York
|
$2.32M
|
+$13.2K
|
+208
|
+0.6%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.26M
|
-$1.17M
|
-18,515
|
-35%
|
|
|
11
|
Prudential plc
London, England,
United Kingdom
|
$2.18M
|
+$773K
|
+12,190
|
+57%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.05M
|
+$7.61K
|
+120
|
+0.4%
|
|
|
13
|
Seneca Financial Advisors
Rochester,
New York
|
$1.38M
|
-$66.6K
|
-1,050
|
-5%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.23M
|
+$23.3K
|
+368
|
+2%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.2M
|
-$283K
|
-4,454
|
-19%
|
|
|
16
|
WealthShield Partners
Cary,
North Carolina
|
$1.15M
|
+$27.7K
|
+437
|
+3%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.13M
|
+$6.53K
|
+103
|
+0.6%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$1.11M
|
-$133K
|
-2,099
|
-11%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$998K
|
-$11.2K
|
-176
|
-1%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$900K
|
-$199K
|
-3,144
|
-19%
|
|
|
21
|
|
$671K
|
+$405K
|
+6,380
|
+162%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$667K
|
+$650K
|
+10,240
|
New
|
|
|
23
|
|
$588K
|
-$102K
|
-1,613
|
-15%
|
|
|
24
|
LifeWealth Investments
Winter Garden,
Florida
|
$585K
|
+$200K
|
+3,152
|
+54%
|
|
|
25
|
Avantax Advisory Services
Dallas,
Texas
|
$566K
|
–
|
–
|
–
|
|
