|
1
|
Shone Asset Management
Walnut Creek,
California
|
$6.8M
|
+$125K
|
+2,629
|
+2%
|
|
|
2
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$6.12M
|
-$546K
|
-11,447
|
-8%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.38M
|
-$292K
|
-6,113
|
-5%
|
|
|
4
|
Northern Trust
Chicago,
Illinois
|
$5.07M
|
-$13.6M
|
-284,105
|
-31%
|
|
|
5
|
|
$4.91M
|
+$3.18M
|
+66,673
|
+201%
|
|
|
6
|
|
$4.83M
|
+$328K
|
+6,871
|
+8%
|
|
|
7
|
Boltwood Capital Management
Walnut Creek,
California
|
$4.82M
|
+$2.22M
|
+46,573
|
+90%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.25M
|
+$394K
|
+8,265
|
+11%
|
|
|
9
|
Flow Traders U.S.
New York
|
$4.14M
|
+$693K
|
+14,530
|
+21%
|
|
|
10
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$3.26M
|
+$301K
|
+6,308
|
+10%
|
|
|
11
|
Cedar Wealth Management
Walnut Creek,
California
|
$2.5M
|
+$82K
|
+1,718
|
+3%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$2.46M
|
+$408K
|
+8,550
|
+21%
|
|
|
13
|
RVW Wealth
Los Angeles,
California
|
$2M
|
+$255K
|
+5,343
|
+18%
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$1.95M
|
+$1.89M
|
+39,659
|
New
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$1.93M
|
-$219K
|
-4,593
|
-10%
|
|
|
16
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$832K
|
+$607K
|
+12,718
|
+301%
|
|
|
17
|
Institute for Wealth Management
Denver,
Colorado
|
$800K
|
-$70.8K
|
-1,484
|
-8%
|
|
|
18
|
REDW Wealth
Albuquerque,
New Mexico
|
$639K
|
+$320K
|
+6,700
|
+106%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$576K
|
-$22.5K
|
-472
|
-4%
|
|
|
20
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$560K
|
-$117K
|
-2,443
|
-18%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$432K
|
–
|
–
|
–
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$320K
|
+$60.8K
|
+1,274
|
+24%
|
|
|
23
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$291K
|
-$226K
|
-4,745
|
-44%
|
|
|
24
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$262K
|
+$210K
|
+4,403
|
+475%
|
|
|
25
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$241K
|
+$25.5K
|
+534
|
+12%
|
|
