|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12.1M
|
+$4.46M
|
+66,216
|
+60%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$11.6M
|
-$4.88M
|
-72,321
|
-30%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.1M
|
-$144K
|
-2,142
|
-1%
|
|
|
4
|
Moneywise Inc
Forest,
Virginia
|
$6.88M
|
+$1.63M
|
+24,224
|
+31%
|
|
|
5
|
Beacon Pointe Advisors
Newport Beach,
California
|
$6.71M
|
+$3.45M
|
+51,174
|
+105%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.66M
|
-$1.49M
|
-22,023
|
-18%
|
|
|
7
|
Baystate Wealth Management
Boston,
Massachusetts
|
$5.12M
|
+$4.39M
|
+65,131
|
+580%
|
|
|
8
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$4.88M
|
-$169K
|
-2,506
|
-3%
|
|
|
9
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$4.87M
|
-$3.45M
|
-51,160
|
-41%
|
|
|
10
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$4.47M
|
+$390K
|
+5,784
|
+10%
|
|
|
11
|
|
$4.21M
|
+$3.91M
|
+58,031
|
+1,216%
|
|
|
12
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$3.74M
|
+$400K
|
+5,937
|
+12%
|
|
|
13
|
|
$3.67M
|
+$708K
|
+10,502
|
+24%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$3.64M
|
-$150K
|
-2,231
|
-4%
|
|
|
15
|
Sterling Investment Counsel
Buffalo,
New York
|
$3.46M
|
+$3M
|
+44,532
|
+631%
|
|
|
16
|
Applied Capital
Little Rock,
Arkansas
|
$3.22M
|
+$959K
|
+14,221
|
+42%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$2.8M
|
+$2.61M
|
+38,687
|
+1,267%
|
|
|
18
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$2.07M
|
+$544K
|
+8,071
|
+35%
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$2M
|
-$537K
|
-7,963
|
-21%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$1.94M
|
+$14.1K
|
+209
|
+0.7%
|
|
|
21
|
|
$1.93M
|
+$1.37M
|
+20,373
|
+243%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.74M
|
+$722K
|
+10,705
|
+70%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$1.7M
|
-$15.7K
|
-233
|
-0.9%
|
|
|
24
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$1.54M
|
+$1.55M
|
+23,016
|
New
|
|
|
25
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.35M
|
-$455K
|
-6,748
|
-25%
|
|
