|
1
|
RiverFront Investment Group
Richmond,
Virginia
|
$180M
|
-$3.83M
|
-170,264
|
-2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$166M
|
+$880K
|
+39,186
|
+0.5%
|
|
|
3
|
Campbell Wealth Management
Alexandria,
Virginia
|
$125M
|
+$28.2M
|
+1,254,619
|
+28%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$52.7M
|
+$53.6M
|
+2,387,957
|
New
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.5M
|
+$110K
|
+4,878
|
+0.4%
|
|
|
6
|
Bouchey Financial Group
Troy,
New York
|
$23.8M
|
+$5.69M
|
+253,336
|
+31%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$23.8M
|
-$148K
|
-6,587
|
-0.6%
|
|
|
8
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$23M
|
+$3.53M
|
+156,901
|
+18%
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$19M
|
-$571K
|
-25,404
|
-3%
|
|
|
10
|
L2 Asset Management
Wayland,
Massachusetts
|
$13.8M
|
+$14.1M
|
+625,418
|
New
|
|
|
11
|
|
$12.8M
|
+$5.62M
|
+250,000
|
+76%
|
|
|
12
|
Destiny Wealth Partners
Tavares,
Florida
|
$12.3M
|
+$12.5M
|
+555,188
|
New
|
|
|
13
|
WestHill Financial Advisors
San Rafael,
California
|
$10.9M
|
-$407K
|
-18,104
|
-4%
|
|
|
14
|
WT Wealth Management
Scottsdale,
Arizona
|
$9.89M
|
-$9.98M
|
-444,029
|
-50%
|
|
|
15
|
Charles Schwab Trust
Henderson,
Nevada
|
$9.76M
|
-$1.09M
|
-48,456
|
-10%
|
|
|
16
|
Rational Advisors
Huntington,
New York
|
$9.31M
|
-$5.07M
|
-225,740
|
-35%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.17M
|
+$274K
|
+12,201
|
+3%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$8M
|
+$1.3M
|
+57,642
|
+19%
|
|
|
19
|
White & Co Financial Planning
Sunnyside,
Washington
|
$7.22M
|
+$7.35M
|
+327,246
|
New
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$6.88M
|
+$336K
|
+14,973
|
+5%
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
$6.53M
|
+$2.82M
|
+125,599
|
+74%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$6.32M
|
-$95.5K
|
-4,251
|
-1%
|
|
|
23
|
Kaizen Financial Strategies
Campbell,
California
|
$6.13M
|
+$103K
|
+4,591
|
+2%
|
|
|
24
|
|
$5.76M
|
-$752K
|
-33,480
|
-11%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$5.28M
|
+$1.51M
|
+67,367
|
+39%
|
|
