|
1
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$22.3M
|
+$25.1M
|
+792,799
|
New
|
|
|
2
|
Main Management ETF Advisors
San Francisco,
California
|
$9.78M
|
+$2.65M
|
+83,600
|
+32%
|
|
|
3
|
Level Four Advisory Services
Dallas,
Texas
|
$2.31M
|
+$2.6M
|
+81,963
|
New
|
|
|
4
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$2.14M
|
+$480K
|
+15,127
|
+25%
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$1.56M
|
+$1.76M
|
+55,543
|
New
|
|
|
6
|
Marotta Asset Management
Charlottesville,
Virginia
|
$1.22M
|
+$991K
|
+31,243
|
+262%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.11M
|
-$2.79K
|
-88
|
-0.2%
|
|
|
8
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$966K
|
+$920
|
+29
|
+0.1%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$573K
|
-$211K
|
-6,661
|
-25%
|
|
|
10
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$455K
|
-$41.6K
|
-1,310
|
-8%
|
|
|
11
|
Ergawealth Advisors
Oak Brook,
Illinois
|
$412K
|
+$59.9K
|
+1,887
|
+15%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$117K
|
–
|
–
|
–
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$116K
|
+$80.4K
|
+2,536
|
+161%
|
|
|
14
|
Tortoise Investment Management
White Plains,
New York
|
$56.4K
|
–
|
–
|
–
|
|
|
15
|
Main Management
San Francisco,
California
|
$54K
|
+$14.3K
|
+452
|
+31%
|
|
|
16
|
Principal Securities
Des Moines,
Iowa
|
$29.8K
|
–
|
–
|
–
|
|
|
17
|
|
$52
|
+$32
|
+1
|
New
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$46
|
+$32
|
+1
|
+100%
|
|
|
19
|
Beck Capital Management
Austin,
Texas
|
–
|
-$4.13M
|
-121,292
|
Closed
|
|
|
20
|
|
–
|
-$531K
|
-15,610
|
Closed
|
|
|
21
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
–
|
-$221K
|
-6,500
|
Closed
|
|
