|
1
|
Beacon Pointe Advisors
Newport Beach,
California
|
$18.5M
|
-$2.29M
|
-34,030
|
-11%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.7M
|
-$1.98M
|
-29,426
|
-11%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$15.8M
|
+$22.8K
|
+339
|
+0.1%
|
|
|
4
|
Moneywise Inc
Forest,
Virginia
|
$8.78M
|
-$389K
|
-5,775
|
-4%
|
|
|
5
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$8.07M
|
+$142K
|
+2,103
|
+2%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.63M
|
-$227K
|
-3,374
|
-3%
|
|
|
7
|
Kure Advisory
Plymouth,
Minnesota
|
$5.38M
|
+$376K
|
+5,581
|
+8%
|
|
|
8
|
Capital Group Private Client Services
Los Angeles,
California
|
$4.98M
|
+$4.84M
|
+71,937
|
New
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$4.32M
|
+$535K
|
+7,953
|
+15%
|
|
|
10
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$4.15M
|
-$165K
|
-2,445
|
-4%
|
|
|
11
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$3.91M
|
+$3.02M
|
+44,916
|
+388%
|
|
|
12
|
Applied Capital
Little Rock,
Arkansas
|
$3.52M
|
-$9.42K
|
-140
|
-0.3%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.12M
|
-$1.13M
|
-16,855
|
-27%
|
|
|
14
|
Baystate Wealth Management
Boston,
Massachusetts
|
$3.1M
|
-$1.14M
|
-16,982
|
-28%
|
|
|
15
|
|
$3.09M
|
+$1.24M
|
+18,430
|
+70%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$2.88M
|
-$977K
|
-14,513
|
-26%
|
|
|
17
|
Professional Financial Advisors
North Platte,
Nebraska
|
$2.5M
|
+$78.5K
|
+1,167
|
+3%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.46M
|
+$18K
|
+268
|
+0.8%
|
|
|
19
|
49 Wealth Management
Austin,
Texas
|
$2.43M
|
+$2.36M
|
+35,123
|
New
|
|
|
20
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$1.89M
|
+$1.84M
|
+27,281
|
New
|
|
|
21
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.89M
|
+$1.84M
|
+27,281
|
New
|
|
|
22
|
Perigon Wealth Management
San Francisco,
California
|
$1.78M
|
+$59.8K
|
+888
|
+4%
|
|
|
23
|
Apella Capital
West Hartford,
Connecticut
|
$1.76M
|
+$1.17M
|
+17,447
|
+212%
|
|
|
24
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.76M
|
+$78.1K
|
+1,161
|
+5%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$1.73M
|
+$30.1K
|
+448
|
+2%
|
|
