|
1
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$21.8M
|
-$99.3K
|
-1,230
|
-0.4%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.55M
|
+$896K
|
+11,105
|
+10%
|
|
|
3
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$8.78M
|
-$64.8K
|
-803
|
-0.7%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.72M
|
+$7.7M
|
+95,358
|
+686%
|
|
|
5
|
Destiny Wealth Partners
Tavares,
Florida
|
$8.65M
|
+$1.4M
|
+17,315
|
+19%
|
|
|
6
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$5.55M
|
+$553K
|
+6,848
|
+11%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$4.92M
|
+$3.83M
|
+47,431
|
+333%
|
|
|
8
|
Moseley Investment Management
Bradenton,
Florida
|
$3.93M
|
-$822K
|
-10,185
|
-17%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$3.52M
|
+$2.15M
|
+26,674
|
+154%
|
|
|
10
|
Centaurus Financial
Anaheim,
California
|
$3.08M
|
+$55.1K
|
+683
|
+2%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$2.68M
|
-$203K
|
-2,516
|
-7%
|
|
|
12
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$2.33M
|
+$189K
|
+2,337
|
+9%
|
|
|
13
|
Moneywise Inc
Forest,
Virginia
|
$2.23M
|
+$644K
|
+7,982
|
+40%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$1.85M
|
+$861K
|
+10,669
|
+85%
|
|
|
15
|
Retirement Capital Strategies
San Jose,
California
|
$1.84M
|
-$192K
|
-2,383
|
-9%
|
|
|
16
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.55M
|
+$4.76K
|
+59
|
+0.3%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.38M
|
+$381K
|
+4,723
|
+38%
|
|
|
18
|
Barber Financial Group
Lenexa,
Kansas
|
$1.24M
|
-$21.3K
|
-264
|
-2%
|
|
|
19
|
RDA Financial Network
Akron,
Iowa
|
$1.24M
|
+$118K
|
+1,461
|
+10%
|
|
|
20
|
Atria Investments
Charlotte,
North Carolina
|
$1.21M
|
-$148K
|
-1,837
|
-11%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.21M
|
-$23.7K
|
-293
|
-2%
|
|
|
22
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.21M
|
+$157K
|
+1,948
|
+15%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.16M
|
-$51.7K
|
-640
|
-4%
|
|
|
24
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.14M
|
+$1.1M
|
+13,618
|
+1,932%
|
|
|
25
|
Inscription Capital
Houston,
Texas
|
$1.03M
|
+$1.04M
|
+12,889
|
New
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