|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$640M
|
+$59.3M
|
+750,761
|
+11%
|
|
|
2
|
|
$115M
|
+$19.7M
|
+249,822
|
+22%
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$102M
|
+$2.13M
|
+27,000
|
+2%
|
|
|
4
|
Systelligence LLC
Bloomington,
Minnesota
|
$10.5M
|
+$695K
|
+8,796
|
+8%
|
|
|
5
|
Anderson Financial Strategies
Dayton,
Ohio
|
$7.2M
|
-$72.7K
|
-920
|
-1%
|
|
|
6
|
Vise Technologies
New York
|
$7.05M
|
+$6.64M
|
+84,052
|
New
|
|
|
7
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$5.94M
|
+$4.25M
|
+53,791
|
+317%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$4.29M
|
+$4.04M
|
+51,128
|
New
|
|
|
9
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$3.89M
|
-$93.1K
|
-1,178
|
-2%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$3.47M
|
+$2.66M
|
+33,720
|
+440%
|
|
|
11
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$3.15M
|
+$625K
|
+7,908
|
+27%
|
|
|
12
|
Trilogy Capital
Irvine,
California
|
$2.88M
|
-$609K
|
-7,704
|
-18%
|
|
|
13
|
EWG Elevate
Roseville,
California
|
$2.65M
|
+$402K
|
+5,087
|
+19%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$2.08M
|
-$1.02M
|
-12,917
|
-34%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$1.24M
|
+$546K
|
+6,905
|
+88%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$924K
|
-$1.25M
|
-15,828
|
-59%
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$697K
|
+$656K
|
+8,303
|
New
|
|
|
18
|
|
$567K
|
+$333K
|
+4,217
|
+166%
|
|
|
19
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$493K
|
+$464K
|
+5,870
|
New
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$394K
|
-$11.5K
|
-145
|
-3%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$376K
|
+$220K
|
+2,786
|
+165%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$372K
|
-$414K
|
-5,239
|
-54%
|
|
|
23
|
Atria Wealth Solutions
New York
|
$367K
|
+$339K
|
+4,286
|
New
|
|
|
24
|
Equitable Holdings
New York
|
$352K
|
+$109K
|
+1,384
|
+49%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$280K
|
+$51.4K
|
+651
|
+24%
|
|
