|
1
|
Bank of America
Charlotte,
North Carolina
|
$16.4M
|
-$1.86M
|
-26,609
|
-10%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.3M
|
-$97.5K
|
-1,392
|
-0.9%
|
|
|
3
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$8.29M
|
-$3.43M
|
-48,931
|
-28%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.13M
|
-$97.6K
|
-1,394
|
-1%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.32M
|
-$5.72M
|
-81,652
|
-43%
|
|
|
6
|
Destiny Wealth Partners
Tavares,
Florida
|
$6.93M
|
-$209K
|
-2,991
|
-3%
|
|
|
7
|
Moneywise Inc
Forest,
Virginia
|
$5.25M
|
+$330K
|
+4,718
|
+6%
|
|
|
8
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$5.04M
|
-$112K
|
-1,598
|
-2%
|
|
|
9
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$4.08M
|
+$285K
|
+4,064
|
+7%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$3.79M
|
-$67.6K
|
-966
|
-2%
|
|
|
11
|
|
$3.78M
|
+$3.95M
|
+56,416
|
New
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.61M
|
+$3.78M
|
+53,960
|
New
|
|
|
13
|
Professional Financial Advisors
North Platte,
Nebraska
|
$3.4M
|
-$16.6K
|
-237
|
-0.5%
|
|
|
14
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$3.34M
|
-$140K
|
-1,994
|
-4%
|
|
|
15
|
Beacon Pointe Advisors
Newport Beach,
California
|
$3.27M
|
+$811K
|
+11,578
|
+31%
|
|
|
16
|
|
$2.89M
|
+$483K
|
+6,900
|
+19%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$2.54M
|
-$411K
|
-5,874
|
-13%
|
|
|
18
|
Applied Capital
Little Rock,
Arkansas
|
$2.26M
|
+$1.57M
|
+22,358
|
+196%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$1.93M
|
+$58.7K
|
+838
|
+3%
|
|
|
20
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.8M
|
+$5.25K
|
+75
|
+0.3%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$1.71M
|
+$34.9K
|
+499
|
+2%
|
|
|
22
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$1.53M
|
+$612K
|
+8,737
|
+62%
|
|
|
23
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.3M
|
+$17.4K
|
+249
|
+1%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$1.2M
|
+$9.45K
|
+135
|
+0.8%
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.15M
|
+$125K
|
+1,790
|
+12%
|
|
