|
1
|
AE Wealth Management
Topeka,
Kansas
|
$24.5M
|
+$1M
|
+13,920
|
+4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$9.13M
|
+$1.1M
|
+15,258
|
+14%
|
|
|
3
|
|
$6.67M
|
+$710K
|
+9,834
|
+12%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$6.64M
|
-$298K
|
-4,134
|
-4%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$3.77M
|
-$459K
|
-6,362
|
-11%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$3.05M
|
+$111K
|
+1,536
|
+4%
|
|
|
7
|
Wealthspire Advisors (New York)
New York
|
$2.59M
|
–
|
–
|
–
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.23M
|
-$87.8K
|
-1,217
|
-4%
|
|
|
9
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$2.2M
|
-$360K
|
-4,987
|
-14%
|
|
|
10
|
State Street
Boston,
Massachusetts
|
$2.11M
|
–
|
–
|
–
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$2.07M
|
+$88.3K
|
+1,224
|
+4%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$1.75M
|
+$525K
|
+7,270
|
+43%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.61M
|
-$369K
|
-5,113
|
-19%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.58M
|
-$10.4K
|
-144
|
-0.7%
|
|
|
15
|
Seneca Financial Advisors
Rochester,
New York
|
$1.52M
|
-$30.7K
|
-426
|
-2%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.38M
|
-$30.9K
|
-428
|
-2%
|
|
|
17
|
WealthShield Partners
Cary,
North Carolina
|
$1.34M
|
+$13.1K
|
+181
|
+1%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.17M
|
-$25.5K
|
-353
|
-2%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$1.01M
|
-$15.5K
|
-215
|
-2%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$796K
|
-$420K
|
-5,816
|
-35%
|
|
|
21
|
LifeWealth Investments
Winter Garden,
Florida
|
$764K
|
+$7.14K
|
+99
|
+1%
|
|
|
22
|
Richards, Merrill & Peterson
Spokane,
Washington
|
$708K
|
+$114K
|
+1,586
|
+19%
|
|
|
23
|
Brown Brothers Harriman & Co
New York
|
$635K
|
+$631K
|
+8,740
|
New
|
|
|
24
|
|
$599K
|
-$34.9K
|
-483
|
-6%
|
|
|
25
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$517K
|
-$51.8K
|
-718
|
-9%
|
|
