|
1
|
Bank of America
Charlotte,
North Carolina
|
$19M
|
+$16.7M
|
+235,161
|
+653%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$13.4M
|
-$2.27M
|
-31,879
|
-14%
|
|
|
3
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$12.1M
|
-$3.2M
|
-44,972
|
-21%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.9M
|
+$1.13M
|
+15,905
|
+11%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.62M
|
-$463K
|
-6,501
|
-5%
|
|
|
6
|
Destiny Wealth Partners
Tavares,
Florida
|
$7.47M
|
-$629K
|
-8,835
|
-8%
|
|
|
7
|
Opes Wealth Management
Menlo Park,
California
|
$7.02M
|
+$7.12M
|
+100,031
|
New
|
|
|
8
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$5.4M
|
-$2.18M
|
-30,691
|
-29%
|
|
|
9
|
Moneywise Inc
Forest,
Virginia
|
$5.16M
|
-$452K
|
-6,351
|
-8%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$4.04M
|
+$782K
|
+10,996
|
+24%
|
|
|
11
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$3.9M
|
+$4.04M
|
+56,789
|
New
|
|
|
12
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$3.64M
|
+$1.06M
|
+14,920
|
+40%
|
|
|
13
|
Professional Financial Advisors
North Platte,
Nebraska
|
$3.58M
|
-$3.76M
|
-52,794
|
-51%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$3.07M
|
-$1.77M
|
-24,924
|
-36%
|
|
|
15
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.62M
|
+$1.2M
|
+16,841
|
+82%
|
|
|
16
|
|
$2.55M
|
+$342K
|
+4,800
|
+15%
|
|
|
17
|
Atria Investments
Charlotte,
North Carolina
|
$2.23M
|
+$404K
|
+5,679
|
+22%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$1.96M
|
-$1.94M
|
-27,321
|
-49%
|
|
|
19
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.88M
|
+$24.1K
|
+339
|
+1%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$1.76M
|
+$1.78M
|
+25,058
|
New
|
|
|
21
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$1.63M
|
+$1.65M
|
+23,258
|
New
|
|
|
22
|
Eagle Bay Advisors
New York
|
$1.39M
|
+$1.41M
|
+19,873
|
New
|
|
|
23
|
Atria Wealth Solutions
New York
|
$1.35M
|
+$159K
|
+2,235
|
+13%
|
|
|
24
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.35M
|
-$35K
|
-492
|
-2%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$1.25M
|
+$20.3K
|
+285
|
+2%
|
|
