|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$120M
|
+$17.4M
|
+717,813
|
+17%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27.6M
|
–
|
–
|
–
|
|
|
3
|
Gradient Investments
Arden Hills,
Minnesota
|
$20.9M
|
+$20.7M
|
+853,739
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$20.2M
|
+$573K
|
+23,590
|
+3%
|
|
|
5
|
First Allied Advisory Services
San Diego,
California
|
$17.4M
|
-$1.81M
|
-74,703
|
-10%
|
|
|
6
|
Columbus Macro
New Castle,
Pennsylvania
|
$17M
|
-$480K
|
-19,764
|
-3%
|
|
|
7
|
Morningstar Investment Management
Chicago,
Illinois
|
$5.53M
|
+$5.47M
|
+225,276
|
New
|
|
|
8
|
|
$4.22M
|
+$381K
|
+15,688
|
+10%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.12M
|
+$23.5K
|
+968
|
+0.6%
|
|
|
10
|
Lido Advisors
Los Angeles,
California
|
$3.35M
|
+$1.12M
|
+45,978
|
+51%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$3.31M
|
+$2.4M
|
+98,923
|
+274%
|
|
|
12
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$2.98M
|
+$291K
|
+12,000
|
+11%
|
|
|
13
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$2.52M
|
+$1.49M
|
+61,172
|
+147%
|
|
|
14
|
Mutual Advisors
Omaha,
Nebraska
|
$1.49M
|
+$1.47M
|
+60,642
|
New
|
|
|
15
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$1.24M
|
+$1.22M
|
+50,371
|
New
|
|
|
16
|
|
$1.05M
|
+$203K
|
+8,352
|
+24%
|
|
|
17
|
RHS Financial
San Francisco,
California
|
$1.05M
|
-$268K
|
-11,025
|
-21%
|
|
|
18
|
Rational Advisors
Huntington,
New York
|
$1.02M
|
+$161K
|
+6,633
|
+19%
|
|
|
19
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$973K
|
+$964K
|
+39,689
|
New
|
|
|
20
|
Focus Financial Network
Minneapolis,
Minnesota
|
$781K
|
+$43.4K
|
+1,786
|
+6%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$725K
|
+$718K
|
+29,560
|
New
|
|
|
22
|
Boys Arnold & Co
Asheville,
North Carolina
|
$674K
|
+$425K
|
+17,500
|
+175%
|
|
|
23
|
FDx Advisors
Chicago,
Illinois
|
$630K
|
+$85.5K
|
+3,521
|
+16%
|
|
|
24
|
Advisornet Financial
Minnetonka,
Minnesota
|
$605K
|
+$291
|
+12
|
+0%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$468K
|
+$463K
|
+19,086
|
New
|
|
