|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$737M
|
+$59.8M
|
+688,748
|
+9%
|
|
|
2
|
|
$126M
|
+$2.54M
|
+29,245
|
+2%
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$122M
|
+$11M
|
+127,000
|
+10%
|
|
|
4
|
Systelligence LLC
Bloomington,
Minnesota
|
$10.5M
|
-$832K
|
-9,575
|
-8%
|
|
|
5
|
Anderson Financial Strategies
Dayton,
Ohio
|
$7.68M
|
-$92.7K
|
-1,067
|
-1%
|
|
|
6
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$5.73M
|
-$646K
|
-7,435
|
-11%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$4.57M
|
-$55.1K
|
-635
|
-1%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.18M
|
+$3.05M
|
+35,142
|
+319%
|
|
|
9
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$3.54M
|
+$215K
|
+2,479
|
+7%
|
|
|
10
|
Vise Technologies
New York
|
$3.42M
|
-$4.02M
|
-46,257
|
-55%
|
|
|
11
|
Trilogy Capital
Irvine,
California
|
$2.85M
|
-$252K
|
-2,905
|
-8%
|
|
|
12
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$2.56M
|
-$1.55M
|
-17,901
|
-39%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$2.18M
|
-$61.9K
|
-713
|
-3%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$1.68M
|
+$334K
|
+3,845
|
+26%
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$1.47M
|
+$691K
|
+7,955
|
+96%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$734K
|
+$414K
|
+4,769
|
+143%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$494K
|
+$91.8K
|
+1,057
|
+24%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$486K
|
+$57.8K
|
+666
|
+14%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$402K
|
-$261
|
-3
|
-0.1%
|
|
|
20
|
Nova Wealth Management
Bonita Springs,
Florida
|
$379K
|
+$167K
|
+1,920
|
+85%
|
|
|
21
|
|
$357K
|
+$333K
|
+3,835
|
+3,760%
|
|
|
22
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$300K
|
–
|
–
|
–
|
|
|
23
|
Equitable Holdings
New York
|
$291K
|
-$84.8K
|
-976
|
-23%
|
|
|
24
|
|
$250K
|
-$347K
|
-3,993
|
-59%
|
|
|
25
|
Comerica Bank
Dallas,
Texas
|
$232K
|
-$261
|
-3
|
-0.1%
|
|
