|
1
|
|
$45.3M
|
+$46M
|
+877,455
|
New
|
|
|
2
|
Horizon Investments
Charlotte,
North Carolina
|
$39.7M
|
+$18.1M
|
+345,519
|
+81%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$39.7M
|
+$40.3M
|
+768,781
|
New
|
|
|
4
|
3D Asset Management
Hartford,
Connecticut
|
$35.7M
|
-$4.34M
|
-82,772
|
-11%
|
|
|
5
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$35.2M
|
+$35.7M
|
+681,578
|
New
|
|
|
6
|
Miracle Mile Advisors
Los Angeles,
California
|
$29.6M
|
-$7.86M
|
-150,142
|
-21%
|
|
|
7
|
SimpliFi Inc
San Diego,
California
|
$28M
|
+$28.4M
|
+541,797
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$24.8M
|
+$7.3M
|
+139,421
|
+41%
|
|
|
9
|
Equitable Holdings
New York
|
$23.4M
|
+$1.38M
|
+26,414
|
+6%
|
|
|
10
|
Ashford Capital Management
Wilmington,
Delaware
|
$22.3M
|
-$2.82M
|
-53,896
|
-11%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$22.1M
|
-$67.8M
|
-1,294,995
|
-75%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$19.7M
|
+$7.21M
|
+137,582
|
+56%
|
|
|
13
|
Private Wealth Strategies
New Albany,
Ohio
|
$18.8M
|
-$244K
|
-4,655
|
-1%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18.6M
|
–
|
–
|
–
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$18M
|
-$14.2M
|
-271,868
|
-44%
|
|
|
16
|
PFS Investments
Duluth,
Georgia
|
$16.9M
|
-$33.6M
|
-641,216
|
-66%
|
|
|
17
|
RFG Advisory
Birmingham,
Alabama
|
$16.2M
|
+$181K
|
+3,447
|
+1%
|
|
|
18
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
$13.7M
|
+$127K
|
+2,420
|
+0.9%
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$13M
|
+$6.42M
|
+122,510
|
+95%
|
|
|
20
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$12.8M
|
+$6.51M
|
+124,264
|
+101%
|
|
|
21
|
Sequoia Financial Advisors
Akron,
Ohio
|
$12.7M
|
-$901K
|
-17,194
|
-7%
|
|
|
22
|
|
$12.3M
|
+$974K
|
+18,603
|
+8%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.1M
|
+$12.3M
|
+234,286
|
New
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$10.4M
|
+$2.17M
|
+41,481
|
+26%
|
|
|
25
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$10.3M
|
+$1.52M
|
+29,024
|
+17%
|
|
