|
1
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$21.6M
|
+$562K
|
+6,965
|
+3%
|
|
|
2
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$9.09M
|
-$292K
|
-3,624
|
-3%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.39M
|
-$885K
|
-10,967
|
-9%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$8.19M
|
+$8.3M
|
+102,871
|
New
|
|
|
5
|
Destiny Wealth Partners
Tavares,
Florida
|
$7.04M
|
+$888K
|
+10,999
|
+14%
|
|
|
6
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$5.59M
|
+$4.33M
|
+53,700
|
+327%
|
|
|
7
|
Moseley Investment Management
Bradenton,
Florida
|
$5.04M
|
+$507K
|
+6,276
|
+11%
|
|
|
8
|
Vanguard Group
Malvern,
Pennsylvania
|
$4.9M
|
+$3.72M
|
+46,127
|
+300%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$3.19M
|
+$2.32M
|
+28,727
|
+253%
|
|
|
10
|
|
$3.11M
|
+$3.15M
|
+39,029
|
New
|
|
|
11
|
Centaurus Financial
Anaheim,
California
|
$2.97M
|
+$19.8K
|
+245
|
+0.7%
|
|
|
12
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$2.79M
|
+$2.83M
|
+35,039
|
New
|
|
|
13
|
Retirement Capital Strategies
San Jose,
California
|
$2.02M
|
-$1.99M
|
-24,641
|
-49%
|
|
|
14
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$2M
|
+$364K
|
+4,511
|
+22%
|
|
|
15
|
Barber Financial Group
Lenexa,
Kansas
|
$1.74M
|
-$529K
|
-6,559
|
-23%
|
|
|
16
|
Atria Investments
Charlotte,
North Carolina
|
$1.65M
|
-$55.8K
|
-691
|
-3%
|
|
|
17
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.34M
|
+$1.11M
|
+13,711
|
+438%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.32M
|
+$139K
|
+1,722
|
+12%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.21M
|
+$266K
|
+3,291
|
+28%
|
|
|
20
|
RDA Financial Network
Akron,
Iowa
|
$1.09M
|
+$117K
|
+1,449
|
+12%
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$1.05M
|
-$159K
|
-1,970
|
-13%
|
|
|
22
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.03M
|
+$108K
|
+1,338
|
+12%
|
|
|
23
|
Inscription Capital
Houston,
Texas
|
$1.03M
|
–
|
–
|
–
|
|
|
24
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$957K
|
–
|
–
|
–
|
|
|
25
|
LPL Financial
San Diego,
California
|
$937K
|
+$950K
|
+11,767
|
New
|
|
