|
1
|
NEOS Investment Management
Westport,
Connecticut
|
$108M
|
+$33.9M
|
+761,400
|
+39%
|
|
|
2
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$88.1M
|
+$7.11M
|
+159,898
|
+8%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$45.5M
|
-$1.43M
|
-32,048
|
-3%
|
|
|
4
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$39.8M
|
+$36.8M
|
+826,256
|
+462%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$32.7M
|
-$2.17M
|
-48,801
|
-6%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$32.6M
|
+$6.75M
|
+151,665
|
+23%
|
|
|
7
|
Proficio Capital Partners
Newton,
Massachusetts
|
$30.1M
|
-$13.1M
|
-295,177
|
-28%
|
|
|
8
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$20.9M
|
-$1.4M
|
-31,414
|
-6%
|
|
|
9
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$20.2M
|
-$5.56M
|
-125,000
|
-20%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$16.3M
|
-$40.4K
|
-909
|
-0.2%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.6M
|
-$1.39M
|
-31,309
|
-7%
|
|
|
12
|
Augustine Asset Management
Jacksonville,
Florida
|
$15M
|
-$37.5K
|
-843
|
-0.2%
|
|
|
13
|
Sonoma Allocations
Santa Rosa,
California
|
$12.4M
|
-$143K
|
-3,218
|
-1%
|
|
|
14
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$12.3M
|
+$143K
|
+3,218
|
+1%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$11.2M
|
-$150K
|
-3,364
|
-1%
|
|
|
16
|
Alerus Financial
Grand Forks,
North Dakota
|
$11.1M
|
-$1.11M
|
-25,000
|
-8%
|
|
|
17
|
CLG LLC
Long Beach,
California
|
$10.9M
|
+$1.94M
|
+43,572
|
+19%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$10.9M
|
-$1.15M
|
-25,841
|
-9%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.5M
|
-$473K
|
-10,621
|
-4%
|
|
|
20
|
China Universal Asset Management Company
Shanghai,
China
|
$9.58M
|
–
|
–
|
–
|
|
|
21
|
GoalVest Advisory
New York
|
$8.75M
|
+$838K
|
+18,844
|
+9%
|
|
|
22
|
American National Bank & Trust
Wichita Falls,
Texas
|
$8.72M
|
+$6.89M
|
+154,793
|
+236%
|
|
|
23
|
|
$8.34M
|
+$5.19M
|
+116,555
|
+124%
|
|
|
24
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$8.25M
|
+$9.28M
|
+208,601
|
New
|
|
|
25
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$8.24M
|
+$9.27M
|
+208,281
|
New
|
|
