|
1
|
Tradewinds Capital Management
Bellingham,
Washington
|
$32.4M
|
+$14.2M
|
+130,020
|
+74%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27.4M
|
–
|
–
|
–
|
|
|
3
|
|
$23.3M
|
+$14.9M
|
+136,380
|
+162%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$16.1M
|
-$776K
|
-7,087
|
-4%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$15.7M
|
+$16.2M
|
+148,077
|
New
|
|
|
6
|
Frontier Investment Management
Dallas,
Texas
|
$14.4M
|
+$1.62M
|
+14,774
|
+12%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.3M
|
-$202K
|
-1,847
|
-1%
|
|
|
8
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$12.6M
|
+$532K
|
+4,864
|
+4%
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
$12.1M
|
+$1.23M
|
+11,280
|
+11%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$10.9M
|
+$2.36M
|
+21,605
|
+27%
|
|
|
11
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$8.71M
|
+$301K
|
+2,746
|
+3%
|
|
|
12
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$7.6M
|
+$392K
|
+3,581
|
+5%
|
|
|
13
|
William Blair & Company
Chicago,
Illinois
|
$7.02M
|
+$76.1K
|
+695
|
+1%
|
|
|
14
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$6.57M
|
+$254K
|
+2,321
|
+4%
|
|
|
15
|
Advisornet Financial
Minnetonka,
Minnesota
|
$6.03M
|
+$2.14M
|
+19,547
|
+52%
|
|
|
16
|
55I LLC
Boston,
Massachusetts
|
$5.81M
|
+$2.26M
|
+20,666
|
+64%
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$5.5M
|
+$389K
|
+3,554
|
+7%
|
|
|
18
|
tru Independence
Portland,
Oregon
|
$5.42M
|
+$657
|
+6
|
+0%
|
|
|
19
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$5.27M
|
-$623K
|
-5,692
|
-10%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$5.1M
|
-$555K
|
-5,072
|
-10%
|
|
|
21
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$4.87M
|
-$8.47M
|
-77,393
|
-63%
|
|
|
22
|
INVST
Indianapolis,
Indiana
|
$4.64M
|
+$458K
|
+4,186
|
+10%
|
|
|
23
|
WealthOne
Albany,
New York
|
$4.38M
|
+$1.33M
|
+12,112
|
+41%
|
|
|
24
|
Peak Capital Management
Greenwood Village,
Colorado
|
$3.91M
|
+$130K
|
+1,186
|
+3%
|
|
|
25
|
Boltwood Capital Management
Walnut Creek,
California
|
$3.82M
|
+$257K
|
+2,351
|
+7%
|
|
