|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$855M
|
+$101M
|
+977,439
|
+14%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$163M
|
–
|
–
|
–
|
|
|
3
|
|
$150M
|
-$7.27M
|
-70,324
|
-5%
|
|
|
4
|
Blue Water Asset Management
Grand Rapids,
Michigan
|
$21.2M
|
+$239K
|
+2,312
|
+1%
|
|
|
5
|
Systelligence LLC
Bloomington,
Minnesota
|
$18.9M
|
+$302K
|
+2,925
|
+2%
|
|
|
6
|
Vise Technologies
New York
|
$12.5M
|
+$3.28M
|
+31,705
|
+39%
|
|
|
7
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$9.83M
|
+$1.09M
|
+10,557
|
+13%
|
|
|
8
|
Anderson Financial Strategies
Dayton,
Ohio
|
$9.03M
|
-$168K
|
-1,626
|
-2%
|
|
|
9
|
Family Capital Trust
Peabody,
Massachusetts
|
$8.2M
|
+$6.38M
|
+61,784
|
+481%
|
|
|
10
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$7.37M
|
+$1.43M
|
+13,846
|
+26%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$6.64M
|
+$39.4K
|
+381
|
+0.6%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$6.1M
|
+$2.68M
|
+25,943
|
+88%
|
|
|
13
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$5.88M
|
-$328K
|
-3,176
|
-6%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$5.37M
|
-$226K
|
-2,186
|
-4%
|
|
|
15
|
Two Sigma Investments
New York
|
$4.99M
|
-$682K
|
-6,600
|
-13%
|
|
|
16
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$3.6M
|
+$3.34M
|
+32,349
|
New
|
|
|
17
|
LexAurum Advisors
Overland Park,
Kansas
|
$3.58M
|
+$311K
|
+3,006
|
+10%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.12M
|
+$1.55M
|
+14,996
|
+112%
|
|
|
19
|
Trilogy Capital
Irvine,
California
|
$2.91M
|
-$42K
|
-406
|
-2%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$2.49M
|
+$2.34M
|
+22,661
|
New
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$2.32M
|
-$280K
|
-2,707
|
-11%
|
|
|
22
|
Cary Street Partners
Richmond,
Virginia
|
$2.07M
|
+$1.95M
|
+18,832
|
New
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$1.95M
|
+$90.6K
|
+877
|
+5%
|
|
|
24
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$1.87M
|
+$157K
|
+1,520
|
+10%
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$1.76M
|
-$38.2K
|
-370
|
-2%
|
|
