|
1
|
Bank of America
Charlotte,
North Carolina
|
$17.5M
|
+$5.52M
|
+80,719
|
+47%
|
|
|
2
|
Beacon Pointe Advisors
Newport Beach,
California
|
$10.6M
|
+$3.63M
|
+53,074
|
+53%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.3M
|
-$123K
|
-1,806
|
-1%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.23M
|
+$1.36M
|
+19,901
|
+20%
|
|
|
5
|
Moneywise Inc
Forest,
Virginia
|
$8.11M
|
+$1.03M
|
+15,092
|
+15%
|
|
|
6
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$7.22M
|
+$2.6M
|
+38,085
|
+57%
|
|
|
7
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$4.53M
|
-$485K
|
-7,092
|
-10%
|
|
|
8
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$4.25M
|
-$751K
|
-10,983
|
-15%
|
|
|
9
|
|
$4.24M
|
+$513K
|
+7,500
|
+14%
|
|
|
10
|
Applied Capital
Little Rock,
Arkansas
|
$3.77M
|
+$456K
|
+6,669
|
+14%
|
|
|
11
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$3.58M
|
-$267K
|
-3,900
|
-7%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$3.5M
|
-$243K
|
-3,550
|
-7%
|
|
|
13
|
Baystate Wealth Management
Boston,
Massachusetts
|
$3.42M
|
-$1.83M
|
-26,785
|
-35%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$2.98M
|
+$976K
|
+14,279
|
+49%
|
|
|
15
|
AE Wealth Management
Topeka,
Kansas
|
$1.95M
|
-$112K
|
-1,632
|
-5%
|
|
|
16
|
|
$1.82M
|
-$2.49M
|
-36,356
|
-58%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.63M
|
-$161K
|
-2,362
|
-9%
|
|
|
18
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$1.63M
|
+$38.3K
|
+560
|
+2%
|
|
|
19
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.38M
|
-$14.8K
|
-217
|
-1%
|
|
|
20
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.23M
|
-$132K
|
-1,928
|
-10%
|
|
|
21
|
Lido Advisors
Los Angeles,
California
|
$1.15M
|
+$1.14M
|
+16,680
|
New
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$1.07M
|
+$812K
|
+11,872
|
+322%
|
|
|
23
|
SageView Advisory Group
Newport Beach,
California
|
$1.07M
|
-$44.6K
|
-652
|
-4%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$1.03M
|
-$1.83M
|
-26,812
|
-64%
|
|
|
25
|
Inscription Capital
Houston,
Texas
|
$894K
|
+$957
|
+14
|
+0.1%
|
|
