|
1
|
Libra Wealth
Los Gatos,
California
|
$43.2M
|
+$51.7M
|
+649,541
|
New
|
|
|
2
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$20.1M
|
-$1.38M
|
-17,340
|
-6%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.1M
|
+$1.53M
|
+19,255
|
+18%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.55M
|
+$170K
|
+2,139
|
+2%
|
|
|
5
|
Destiny Wealth Partners
Tavares,
Florida
|
$8.88M
|
+$389K
|
+4,887
|
+5%
|
|
|
6
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$8.47M
|
-$153K
|
-1,918
|
-2%
|
|
|
7
|
Professional Financial Advisors
North Platte,
Nebraska
|
$7.95M
|
+$8.07M
|
+101,328
|
New
|
|
|
8
|
Private Advisor Group
Morristown,
New Jersey
|
$6.69M
|
+$6.79M
|
+85,265
|
New
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$6.32M
|
+$1.5M
|
+18,868
|
+31%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$4.29M
|
+$848K
|
+10,654
|
+24%
|
|
|
11
|
Moneywise Inc
Forest,
Virginia
|
$4.17M
|
+$2M
|
+25,176
|
+90%
|
|
|
12
|
Centaurus Financial
Anaheim,
California
|
$3.19M
|
+$169K
|
+2,121
|
+5%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$3.17M
|
+$1.37M
|
+17,197
|
+74%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$2.31M
|
-$329K
|
-4,134
|
-12%
|
|
|
15
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.9M
|
+$792K
|
+9,949
|
+69%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$1.89M
|
+$1.92M
|
+24,072
|
New
|
|
|
17
|
Retirement Capital Strategies
San Jose,
California
|
$1.73M
|
-$74.7K
|
-938
|
-4%
|
|
|
18
|
|
$1.66M
|
+$1.7M
|
+21,360
|
New
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.59M
|
+$243K
|
+3,046
|
+18%
|
|
|
20
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.5M
|
-$26.6K
|
-334
|
-2%
|
|
|
21
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.36M
|
+$177K
|
+2,222
|
+15%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.2M
|
+$8.28K
|
+104
|
+0.7%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.18M
|
+$1.2M
|
+15,070
|
New
|
|
|
24
|
Inscription Capital
Houston,
Texas
|
$1.02M
|
+$5.02K
|
+63
|
+0.5%
|
|
|
25
|
Secure Asset Management
Troy,
Michigan
|
$1.01M
|
+$326K
|
+4,097
|
+47%
|
|
