|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$155M
|
-$204M
|
-6,358,966
|
-58%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$111M
|
–
|
–
|
–
|
|
|
3
|
Pacific Financial Group
Bellevue,
Washington
|
$5.89M
|
+$852K
|
+26,517
|
+17%
|
|
|
4
|
Alpha Capital Management
Austin,
Texas
|
$4.6M
|
-$5.71M
|
-177,768
|
-56%
|
|
|
5
|
Peak Financial Management
Wellesley,
Massachusetts
|
$4.21M
|
-$1.33M
|
-41,505
|
-24%
|
|
|
6
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$3.85M
|
-$32K
|
-996
|
-0.8%
|
|
|
7
|
Empirical Wealth Management
Seattle,
Washington
|
$3.6M
|
-$243K
|
-7,550
|
-6%
|
|
|
8
|
Hancock Whitney
Gulfport,
Mississippi
|
$3.42M
|
+$2.72M
|
+84,545
|
+438%
|
|
|
9
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$3.02M
|
+$2.95M
|
+91,788
|
New
|
|
|
10
|
Well Done LLC
Holland,
Michigan
|
$2.69M
|
-$2.89K
|
-90
|
-0.1%
|
|
|
11
|
Bank of New York Mellon
New York
|
$2.58M
|
+$231K
|
+7,186
|
+10%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$2.21M
|
-$40K
|
-1,246
|
-2%
|
|
|
13
|
Fairview Capital Investment Management
Greenbrae,
California
|
$2.11M
|
+$157K
|
+4,900
|
+8%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1.99M
|
+$584K
|
+18,185
|
+43%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$1.25M
|
+$196K
|
+6,103
|
+19%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$1.24M
|
+$1.21M
|
+37,776
|
New
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.19M
|
-$2.61M
|
-81,136
|
-69%
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.1M
|
-$37.3K
|
-1,160
|
-3%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.06M
|
-$176K
|
-5,485
|
-15%
|
|
|
20
|
First National Bank of South Miami
South Miami,
Florida
|
$978K
|
-$39.5K
|
-1,229
|
-4%
|
|
|
21
|
Krilogy Financial
St. Louis,
Missouri
|
$910K
|
+$889K
|
+27,650
|
New
|
|
|
22
|
Bessemer Group
Woodbridge,
New Jersey
|
$823K
|
–
|
–
|
–
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$789K
|
-$283K
|
-8,817
|
-27%
|
|
|
24
|
Wedbush Securities
Los Angeles,
California
|
$789K
|
+$770K
|
+23,974
|
New
|
|
|
25
|
Equitable Holdings
New York
|
$755K
|
+$737K
|
+22,950
|
New
|
|
