|
1
|
Bank of America
Charlotte,
North Carolina
|
$28.5M
|
+$10.7M
|
+96,980
|
+64%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27.4M
|
–
|
–
|
–
|
|
|
3
|
Frontier Investment Management
Dallas,
Texas
|
$16.8M
|
+$1.24M
|
+11,161
|
+8%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.2M
|
+$776K
|
+7,004
|
+6%
|
|
|
5
|
Sequoia Financial Advisors
Akron,
Ohio
|
$14.3M
|
+$1.15M
|
+10,399
|
+9%
|
|
|
6
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$13.9M
|
+$261K
|
+2,359
|
+2%
|
|
|
7
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$12.1M
|
+$6.18M
|
+55,821
|
+112%
|
|
|
8
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$11.1M
|
+$1.61M
|
+14,549
|
+18%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$11M
|
-$682K
|
-6,153
|
-6%
|
|
|
10
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$9.96M
|
+$1.7M
|
+15,330
|
+21%
|
|
|
11
|
Advisornet Financial
Minnetonka,
Minnesota
|
$9.5M
|
+$2.91M
|
+26,238
|
+46%
|
|
|
12
|
William Blair & Company
Chicago,
Illinois
|
$7.55M
|
-$25.5K
|
-230
|
-0.3%
|
|
|
13
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$7.45M
|
+$339K
|
+3,064
|
+5%
|
|
|
14
|
55I LLC
Boston,
Massachusetts
|
$7.25M
|
+$1.17M
|
+10,540
|
+20%
|
|
|
15
|
WealthOne
Albany,
New York
|
$6.26M
|
+$1.48M
|
+13,386
|
+32%
|
|
|
16
|
INVST
Indianapolis,
Indiana
|
$6.2M
|
+$1.07M
|
+9,638
|
+22%
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$5.98M
|
+$50.1K
|
+452
|
+0.9%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$5.79M
|
-$10.8M
|
-97,405
|
-66%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.58M
|
+$2.72M
|
+24,512
|
+101%
|
|
|
20
|
|
$5.41M
|
-$19.2M
|
-172,975
|
-79%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$5.36M
|
-$137K
|
-1,234
|
-3%
|
|
|
22
|
Financial Engines Advisors
Santa Clara,
California
|
$4.72M
|
+$2.76M
|
+24,878
|
+151%
|
|
|
23
|
Tradewinds Capital Management
Bellingham,
Washington
|
$4.65M
|
-$29.4M
|
-265,527
|
-87%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.54M
|
+$2.12M
|
+19,108
|
+93%
|
|
|
25
|
Systelligence LLC
Bloomington,
Minnesota
|
$4.35M
|
+$4.22M
|
+38,094
|
New
|
|
