|
1
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$22M
|
+$306K
|
+3,830
|
+1%
|
|
|
2
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$8.88M
|
-$269K
|
-3,371
|
-3%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.7M
|
+$254K
|
+3,189
|
+3%
|
|
|
4
|
Destiny Wealth Partners
Tavares,
Florida
|
$7.3M
|
+$206K
|
+2,584
|
+3%
|
|
|
5
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$5.02M
|
-$596K
|
-7,472
|
-11%
|
|
|
6
|
Moseley Investment Management
Bradenton,
Florida
|
$4.76M
|
-$314K
|
-3,932
|
-6%
|
|
|
7
|
Centaurus Financial
Anaheim,
California
|
$3.04M
|
+$53.3K
|
+668
|
+2%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$2.89M
|
-$322K
|
-4,034
|
-10%
|
|
|
9
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$2.15M
|
+$129K
|
+1,616
|
+6%
|
|
|
10
|
Retirement Capital Strategies
San Jose,
California
|
$2.04M
|
–
|
–
|
–
|
|
|
11
|
Moneywise Inc
Forest,
Virginia
|
$1.6M
|
+$879K
|
+11,016
|
+122%
|
|
|
12
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.55M
|
+$201K
|
+2,518
|
+15%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$1.39M
|
+$1.39M
|
+17,361
|
New
|
|
|
14
|
Atria Investments
Charlotte,
North Carolina
|
$1.36M
|
-$290K
|
-3,640
|
-18%
|
|
|
15
|
Barber Financial Group
Lenexa,
Kansas
|
$1.27M
|
-$481K
|
-6,026
|
-28%
|
|
|
16
|
|
$1.26M
|
-$1.86M
|
-23,346
|
-60%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.24M
|
+$26.6K
|
+333
|
+2%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.22M
|
-$109K
|
-1,367
|
-8%
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$1.14M
|
+$88.2K
|
+1,105
|
+8%
|
|
|
20
|
RDA Financial Network
Akron,
Iowa
|
$1.13M
|
+$31.4K
|
+393
|
+3%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.11M
|
+$316K
|
+3,965
|
+40%
|
|
|
22
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.06M
|
+$734K
|
+9,195
|
+231%
|
|
|
23
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.02M
|
-$10.1K
|
-127
|
-1%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$1M
|
+$276K
|
+3,454
|
+38%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$1M
|
+$57.9K
|
+725
|
+6%
|
|
