|
1
|
Shone Asset Management
Walnut Creek,
California
|
$6.38M
|
+$262K
|
+5,637
|
+4%
|
|
|
2
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$6.33M
|
+$172K
|
+3,690
|
+3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.37M
|
-$219K
|
-4,701
|
-4%
|
|
|
4
|
|
$4.25M
|
+$2.72M
|
+58,550
|
+178%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.64M
|
+$321K
|
+6,911
|
+10%
|
|
|
6
|
Flow Traders U.S.
New York
|
$3.24M
|
+$3.24M
|
+69,688
|
New
|
|
|
7
|
3D Asset Management
Hartford,
Connecticut
|
$3.19M
|
-$8.13K
|
-175
|
-0.3%
|
|
|
8
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$2.78M
|
-$362K
|
-7,797
|
-11%
|
|
|
9
|
Boltwood Capital Management
Walnut Creek,
California
|
$2.4M
|
+$2.39M
|
+51,517
|
New
|
|
|
10
|
Cedar Wealth Management
Walnut Creek,
California
|
$2.28M
|
+$19.6K
|
+422
|
+0.9%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$2.04M
|
-$67.5K
|
-1,453
|
-3%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.93M
|
-$113K
|
-2,424
|
-6%
|
|
|
13
|
|
$1.55M
|
+$1.55M
|
+33,240
|
New
|
|
|
14
|
RVW Wealth
Los Angeles,
California
|
$1.35M
|
-$221K
|
-4,754
|
-14%
|
|
|
15
|
Institute for Wealth Management
Denver,
Colorado
|
$826K
|
+$36.4K
|
+782
|
+5%
|
|
|
16
|
Northern Trust
Chicago,
Illinois
|
$727K
|
-$4.05M
|
-87,028
|
-9%
|
|
|
17
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$643K
|
+$341K
|
+7,336
|
+113%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$567K
|
-$3.39K
|
-73
|
-0.6%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$555K
|
+$555K
|
+11,939
|
New
|
|
|
20
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$496K
|
-$52.3K
|
-1,125
|
-10%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$477K
|
–
|
–
|
–
|
|
|
22
|
Rockefeller Capital Management
New York
|
$409K
|
+$409K
|
+8,800
|
New
|
|
|
23
|
Hayden Royal
Charlotte,
North Carolina
|
$349K
|
+$349K
|
+7,516
|
New
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$335K
|
+$44.8K
|
+963
|
+15%
|
|
|
25
|
REDW Wealth
Albuquerque,
New Mexico
|
$293K
|
+$293K
|
+6,310
|
New
|
|
