|
1
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$21.7M
|
+$21.6M
|
+264,044
|
New
|
|
|
2
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$9.68M
|
-$540K
|
-6,598
|
-5%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.56M
|
+$152K
|
+1,862
|
+2%
|
|
|
4
|
RiverTree Advisors
Winter Park,
Florida
|
$7.83M
|
+$7.79M
|
+95,202
|
New
|
|
|
5
|
Ashford Capital Management
Wilmington,
Delaware
|
$7.2M
|
+$7.17M
|
+87,588
|
New
|
|
|
6
|
Destiny Wealth Partners
Tavares,
Florida
|
$6.36M
|
+$6.34M
|
+77,417
|
New
|
|
|
7
|
Moseley Investment Management
Bradenton,
Florida
|
$4.68M
|
+$787K
|
+9,608
|
+20%
|
|
|
8
|
Retirement Capital Strategies
San Jose,
California
|
$4.11M
|
-$73.3K
|
-895
|
-2%
|
|
|
9
|
Centaurus Financial
Anaheim,
California
|
$3.04M
|
+$2.89M
|
+35,355
|
+2,140%
|
|
|
10
|
Barber Financial Group
Lenexa,
Kansas
|
$2.34M
|
-$1.52M
|
-18,618
|
-40%
|
|
|
11
|
Atria Investments
Charlotte,
North Carolina
|
$1.75M
|
+$346K
|
+4,232
|
+25%
|
|
|
12
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$1.7M
|
+$429K
|
+5,237
|
+34%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$1.59M
|
+$1.58M
|
+19,310
|
New
|
|
|
14
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$1.34M
|
+$79.2K
|
+967
|
+6%
|
|
|
15
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.26M
|
+$1.26M
|
+15,364
|
New
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$1.24M
|
+$125K
|
+1,522
|
+11%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.22M
|
-$90.6K
|
-1,107
|
-7%
|
|
|
18
|
Secure Asset Management
Troy,
Michigan
|
$1.07M
|
+$172K
|
+2,096
|
+19%
|
|
|
19
|
Inscription Capital
Houston,
Texas
|
$1.06M
|
–
|
–
|
–
|
|
|
20
|
RDA Financial Network
Akron,
Iowa
|
$1M
|
+$103K
|
+1,257
|
+11%
|
|
|
21
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$988K
|
–
|
–
|
–
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$975K
|
-$705K
|
-8,615
|
-42%
|
|
|
23
|
Genesee Capital Advisors
Auburn,
New York
|
$961K
|
+$4.58K
|
+56
|
+0.5%
|
|
|
24
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$951K
|
+$92.5K
|
+1,130
|
+11%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$934K
|
+$493K
|
+6,025
|
+113%
|
|
