|
1
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$447M
|
-$24M
|
-699,986
|
-5%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$97.7M
|
-$7.52M
|
-218,918
|
-7%
|
|
|
3
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$29.6M
|
-$1.35M
|
-39,249
|
-5%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$22.5M
|
-$1.71M
|
-49,917
|
-7%
|
|
|
5
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$19.6M
|
+$658K
|
+19,173
|
+3%
|
|
|
6
|
Spire Wealth Management
Mclean,
Virginia
|
$19.4M
|
-$1.52M
|
-44,177
|
-7%
|
|
|
7
|
Horizon Investments
Charlotte,
North Carolina
|
$17.2M
|
+$18.2M
|
+530,439
|
New
|
|
|
8
|
IRON Financial
Northbrook,
Illinois
|
$15.3M
|
-$435K
|
-12,680
|
-3%
|
|
|
9
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$12.7M
|
+$6.88M
|
+200,473
|
+104%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$11.9M
|
+$223K
|
+6,501
|
+2%
|
|
|
11
|
Brio Consultants
San Francisco,
California
|
$11.4M
|
+$12.4M
|
+360,123
|
New
|
|
|
12
|
American Portfolios Advisors
Holbrook,
New York
|
$10.5M
|
-$405K
|
-11,781
|
-4%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.1M
|
+$4.52M
|
+131,496
|
+73%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.76M
|
-$1.11M
|
-32,228
|
-10%
|
|
|
15
|
Berger Financial Group
Plymouth,
Minnesota
|
$9.51M
|
+$823K
|
+23,959
|
+9%
|
|
|
16
|
Destiny Wealth Partners
Tavares,
Florida
|
$8.55M
|
-$23.6K
|
-688
|
-0.3%
|
|
|
17
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$8.28M
|
-$199K
|
-5,793
|
-2%
|
|
|
18
|
Davenport & Co
Richmond,
Virginia
|
$7.58M
|
+$601K
|
+17,506
|
+8%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.23M
|
+$1.8M
|
+52,278
|
+31%
|
|
|
20
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$6.13M
|
+$6.49M
|
+188,985
|
New
|
|
|
21
|
Howard Financial Services
Dallas,
Texas
|
$5.33M
|
+$3.09M
|
+90,099
|
+121%
|
|
|
22
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$5.28M
|
-$2.26M
|
-65,880
|
-29%
|
|
|
23
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$5.13M
|
-$740K
|
-21,556
|
-12%
|
|
|
24
|
Strid Group
Newtown Square,
Pennsylvania
|
$4.49M
|
+$126K
|
+3,666
|
+3%
|
|
|
25
|
Landmark Wealth Management (New York)
Melville,
New York
|
$4.23M
|
-$1.49M
|
-43,253
|
-25%
|
|
