|
1
|
Goldenstone Wealth Management
El Dorado Hills,
California
|
$14.8M
|
+$14.7M
|
+773,445
|
New
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$10.6M
|
+$10.4M
|
+547,061
|
New
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.18M
|
+$1.17M
|
+61,454
|
New
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$1.18M
|
+$1.17M
|
+61,454
|
New
|
|
|
5
|
Southland Equity Partners
Wildwood,
Missouri
|
$1.17M
|
+$1.16M
|
+61,009
|
New
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.12M
|
+$1.11M
|
+58,178
|
New
|
|
|
7
|
Brookstone Capital Management
Wheaton,
Illinois
|
$389K
|
+$386K
|
+20,275
|
New
|
|
|
8
|
IFP Advisors
Tampa,
Florida
|
$294K
|
+$292K
|
+15,345
|
New
|
|
|
9
|
Independent Financial Group
San Diego,
California
|
$291K
|
+$289K
|
+15,195
|
New
|
|
|
10
|
|
$291K
|
+$289K
|
+15,174
|
New
|
|
|
11
|
Hiley Hunt Wealth Management
Omaha,
Nebraska
|
$244K
|
+$242K
|
+12,730
|
New
|
|
|
12
|
Elmwood Wealth Management
Berkeley,
California
|
$202K
|
+$200K
|
+10,532
|
New
|
|
|
13
|
Merit Financial Group
Alpharetta,
Georgia
|
$196K
|
+$195K
|
+10,250
|
New
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$148K
|
+$147K
|
+7,739
|
New
|
|
|
15
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$88.2K
|
+$87.5K
|
+4,600
|
New
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$61.1K
|
+$60.6K
|
+3,185
|
New
|
|
|
17
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$48.4K
|
+$48K
|
+2,525
|
New
|
|
|
18
|
Archer Investment Corporation
Carmel,
Indiana
|
$30.2K
|
+$30K
|
+1,576
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20K
|
+$19.5K
|
+1,025
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$4.5K
|
+$4.47K
|
+235
|
New
|
|
