|
1
|
Beacon Pointe Advisors
Newport Beach,
California
|
$20M
|
+$4.71M
|
+69,784
|
+30%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.9M
|
+$7.95M
|
+117,832
|
+77%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$15.1M
|
+$435K
|
+6,452
|
+3%
|
|
|
4
|
Moneywise Inc
Forest,
Virginia
|
$8.8M
|
+$557K
|
+8,257
|
+7%
|
|
|
5
|
Creative Financial Designs
Kokomo,
Indiana
|
$7.65M
|
+$302K
|
+4,474
|
+4%
|
|
|
6
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$7.6M
|
+$224K
|
+3,317
|
+3%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.53M
|
-$157K
|
-2,331
|
-2%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.24M
|
+$188K
|
+2,791
|
+4%
|
|
|
9
|
Kure Advisory
Plymouth,
Minnesota
|
$4.79M
|
+$4.87M
|
+72,202
|
New
|
|
|
10
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$4.14M
|
-$100K
|
-1,486
|
-2%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.1M
|
+$3.73M
|
+55,200
|
+827%
|
|
|
12
|
Baystate Wealth Management
Boston,
Massachusetts
|
$4.1M
|
+$527K
|
+7,805
|
+14%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$3.73M
|
+$254K
|
+3,765
|
+7%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$3.61M
|
+$100K
|
+1,483
|
+3%
|
|
|
15
|
Applied Capital
Little Rock,
Arkansas
|
$3.38M
|
-$322K
|
-4,772
|
-9%
|
|
|
16
|
|
$3.13M
|
-$4.11M
|
-60,901
|
-56%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.34M
|
+$689K
|
+10,203
|
+41%
|
|
|
18
|
Professional Financial Advisors
North Platte,
Nebraska
|
$2.32M
|
+$2.36M
|
+34,973
|
New
|
|
|
19
|
|
$1.74M
|
+$33.9K
|
+502
|
+2%
|
|
|
20
|
Destiny Wealth Partners
Tavares,
Florida
|
$1.67M
|
+$343K
|
+5,085
|
+25%
|
|
|
21
|
Perigon Wealth Management
San Francisco,
California
|
$1.64M
|
+$23.8K
|
+353
|
+1%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$1.63M
|
+$1.65M
|
+24,514
|
New
|
|
|
23
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.61M
|
+$217K
|
+3,215
|
+15%
|
|
|
24
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.6M
|
-$1.68M
|
-24,890
|
-51%
|
|
|
25
|
Belpointe Asset Management
Reno,
Nevada
|
$1.4M
|
-$121K
|
-1,790
|
-8%
|
|
