|
1
|
Beacon Pointe Advisors
Newport Beach,
California
|
$15.9M
|
+$5.41M
|
+78,787
|
+51%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$15.2M
|
-$2.14M
|
-31,129
|
-12%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.4M
|
+$215K
|
+3,129
|
+2%
|
|
|
4
|
Moneywise Inc
Forest,
Virginia
|
$8.51M
|
+$462K
|
+6,740
|
+6%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.93M
|
-$232K
|
-3,386
|
-3%
|
|
|
6
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$7.61M
|
+$444K
|
+6,474
|
+6%
|
|
|
7
|
Creative Financial Designs
Kokomo,
Indiana
|
$7.58M
|
+$7.6M
|
+110,781
|
New
|
|
|
8
|
|
$7.39M
|
+$7.41M
|
+108,063
|
New
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.21M
|
+$4.79M
|
+69,855
|
+1,111%
|
|
|
10
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$4.37M
|
-$124K
|
-1,803
|
-3%
|
|
|
11
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$4.16M
|
+$612K
|
+8,915
|
+17%
|
|
|
12
|
Applied Capital
Little Rock,
Arkansas
|
$3.81M
|
+$71.3K
|
+1,039
|
+2%
|
|
|
13
|
Baystate Wealth Management
Boston,
Massachusetts
|
$3.69M
|
+$300K
|
+4,376
|
+9%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$3.62M
|
+$665K
|
+9,686
|
+22%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$3.58M
|
+$112K
|
+1,633
|
+3%
|
|
|
16
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$3.35M
|
-$867K
|
-12,643
|
-21%
|
|
|
17
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$1.77M
|
+$158K
|
+2,310
|
+10%
|
|
|
18
|
|
$1.76M
|
-$52.4K
|
-764
|
-3%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.72M
|
+$96.5K
|
+1,406
|
+6%
|
|
|
20
|
Perigon Wealth Management
San Francisco,
California
|
$1.67M
|
+$1.67M
|
+24,407
|
New
|
|
|
21
|
Belpointe Asset Management
Reno,
Nevada
|
$1.57M
|
+$1.57M
|
+22,894
|
New
|
|
|
22
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$1.57M
|
+$1.57M
|
+22,894
|
New
|
|
|
23
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.44M
|
+$73.3K
|
+1,068
|
+5%
|
|
|
24
|
Destiny Wealth Partners
Tavares,
Florida
|
$1.38M
|
+$655K
|
+9,543
|
+90%
|
|
|
25
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.22M
|
+$755
|
+11
|
+0.1%
|
|
