|
1
|
AE Wealth Management
Topeka,
Kansas
|
$22.8M
|
-$642K
|
-9,499
|
-3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$7.79M
|
-$10.3K
|
-152
|
-0.1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$6.73M
|
-$728K
|
-10,776
|
-10%
|
|
|
4
|
|
$5.78M
|
+$313K
|
+4,628
|
+6%
|
|
|
5
|
Savoie Capital
Chicago,
Illinois
|
$5.23M
|
–
|
–
|
–
|
|
|
6
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$4.67M
|
+$4.47M
|
+66,159
|
New
|
|
|
7
|
Prudential plc
London, England,
United Kingdom
|
$4.21M
|
+$1.76M
|
+26,080
|
+78%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$4.1M
|
-$18.4K
|
-272
|
-0.5%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$2.98M
|
-$300K
|
-4,442
|
-10%
|
|
|
10
|
Wealthspire Advisors (New York)
New York
|
$2.51M
|
–
|
–
|
–
|
|
|
11
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$2.49M
|
-$264K
|
-3,907
|
-10%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.25M
|
-$191K
|
-2,826
|
-8%
|
|
|
13
|
State Street
Boston,
Massachusetts
|
$2.05M
|
+$1.96M
|
+29,000
|
New
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.93M
|
+$598K
|
+8,854
|
+48%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$1.92M
|
+$1.54M
|
+22,806
|
+515%
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.54M
|
+$197K
|
+2,913
|
+15%
|
|
|
17
|
Seneca Financial Advisors
Rochester,
New York
|
$1.51M
|
+$12.8K
|
+189
|
+0.9%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.38M
|
-$819K
|
-12,122
|
-38%
|
|
|
19
|
WealthShield Partners
Cary,
North Carolina
|
$1.28M
|
+$33.4K
|
+494
|
+3%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$1.18M
|
+$199K
|
+2,951
|
+21%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$1.18M
|
-$21.6K
|
-320
|
-2%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.16M
|
-$65.5K
|
-969
|
-6%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$996K
|
-$81.6K
|
-1,208
|
-8%
|
|
|
24
|
LifeWealth Investments
Winter Garden,
Florida
|
$734K
|
+$96.8K
|
+1,433
|
+16%
|
|
|
25
|
Simplicity Wealth
Summit,
New Jersey
|
$704K
|
+$271K
|
+4,010
|
+67%
|
|
