|
1
|
Libra Wealth
Los Gatos,
California
|
$45.5M
|
+$2.85M
|
+37,558
|
+6%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$16.5M
|
+$16.2M
|
+212,841
|
+2,016%
|
|
|
3
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$16.1M
|
-$2.93M
|
-38,590
|
-15%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.3M
|
+$793K
|
+10,437
|
+8%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.58M
|
+$574K
|
+7,552
|
+6%
|
|
|
6
|
Destiny Wealth Partners
Tavares,
Florida
|
$8.55M
|
+$162K
|
+2,128
|
+2%
|
|
|
7
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$7.98M
|
+$8.18M
|
+107,600
|
New
|
|
|
8
|
Professional Financial Advisors
North Platte,
Nebraska
|
$7.69M
|
+$187K
|
+2,456
|
+2%
|
|
|
9
|
Moneywise Inc
Forest,
Virginia
|
$5.93M
|
+$2.04M
|
+26,792
|
+50%
|
|
|
10
|
AE Wealth Management
Topeka,
Kansas
|
$5.09M
|
-$903K
|
-11,877
|
-15%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$4.98M
|
-$1.38M
|
-18,145
|
-21%
|
|
|
12
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$4.59M
|
-$3.5M
|
-46,020
|
-43%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$4.1M
|
+$42.9K
|
+565
|
+1%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$3.45M
|
+$465K
|
+6,114
|
+15%
|
|
|
15
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$2.74M
|
+$1.49M
|
+19,609
|
+113%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$2.67M
|
+$504K
|
+6,631
|
+23%
|
|
|
17
|
|
$2.28M
|
+$756K
|
+9,946
|
+47%
|
|
|
18
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.97M
|
+$170K
|
+2,231
|
+9%
|
|
|
19
|
Atria Investments
Charlotte,
North Carolina
|
$1.93M
|
+$1.98M
|
+26,085
|
New
|
|
|
20
|
Chico Wealth RIA
Chico,
California
|
$1.65M
|
+$1.7M
|
+22,302
|
New
|
|
|
21
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.51M
|
+$1.55M
|
+20,441
|
New
|
|
|
22
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.46M
|
+$47.7K
|
+628
|
+3%
|
|
|
23
|
Centaurus Financial
Anaheim,
California
|
$1.34M
|
-$1.72M
|
-22,632
|
-56%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$1.29M
|
-$213K
|
-2,805
|
-14%
|
|
|
25
|
Atria Wealth Solutions
New York
|
$1.26M
|
+$1.3M
|
+17,066
|
New
|
|
