|
1
|
AE Wealth Management
Topeka,
Kansas
|
$26M
|
+$587K
|
+7,933
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$9.72M
|
+$235K
|
+3,178
|
+3%
|
|
|
3
|
|
$8.28M
|
+$1.33M
|
+17,971
|
+20%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$7M
|
+$112K
|
+1,518
|
+2%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$4.8M
|
+$2.56M
|
+34,600
|
+119%
|
|
|
6
|
KKM Financial
Chicago,
Illinois
|
$4.16M
|
+$4.08M
|
+55,145
|
New
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$3.84M
|
-$66.7K
|
-902
|
-2%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$2.95M
|
-$216K
|
-2,923
|
-7%
|
|
|
9
|
Wealthspire Advisors (New York)
New York
|
$2.69M
|
–
|
–
|
–
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$2.58M
|
+$750K
|
+10,139
|
+42%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$2.44M
|
+$283K
|
+3,830
|
+13%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.32M
|
+$5.03K
|
+68
|
+0.2%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.61M
|
+$155K
|
+2,091
|
+11%
|
|
|
14
|
Seneca Financial Advisors
Rochester,
New York
|
$1.55M
|
-$30.5K
|
-412
|
-2%
|
|
|
15
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.49M
|
-$147K
|
-1,986
|
-9%
|
|
|
16
|
WealthShield Partners
Cary,
North Carolina
|
$1.44M
|
+$47.7K
|
+645
|
+4%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.3M
|
+$89.1K
|
+1,204
|
+7%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$1.1M
|
+$53.8K
|
+727
|
+5%
|
|
|
19
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
$1.05M
|
+$1.03M
|
+13,876
|
New
|
|
|
20
|
|
$907K
|
+$280K
|
+3,788
|
+46%
|
|
|
21
|
Richards, Merrill & Peterson
Spokane,
Washington
|
$882K
|
+$144K
|
+1,950
|
+20%
|
|
|
22
|
LifeWealth Investments
Winter Garden,
Florida
|
$741K
|
-$50.9K
|
-688
|
-7%
|
|
|
23
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$703K
|
-$1.55M
|
-20,975
|
-69%
|
|
|
24
|
Brown Brothers Harriman & Co
New York
|
$659K
|
–
|
–
|
–
|
|
|
25
|
Crescent Sterling
Metairie,
Louisiana
|
$579K
|
+$88.7K
|
+1,199
|
+19%
|
|
