|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$187M
|
-$11.1M
|
-442,954
|
-6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$27.8M
|
+$5.53M
|
+221,462
|
+25%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27.6M
|
–
|
–
|
–
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$24.8M
|
+$879K
|
+35,231
|
+4%
|
|
|
5
|
Gradient Investments
Arden Hills,
Minnesota
|
$23.8M
|
+$2.05M
|
+82,148
|
+9%
|
|
|
6
|
Columbus Macro
New Castle,
Pennsylvania
|
$11.1M
|
-$337K
|
-13,512
|
-3%
|
|
|
7
|
First Allied Advisory Services
San Diego,
California
|
$10.8M
|
-$548K
|
-21,970
|
-5%
|
|
|
8
|
Lido Advisors
Los Angeles,
California
|
$8.57M
|
+$4.55M
|
+182,410
|
+115%
|
|
|
9
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$8.54M
|
+$4.23M
|
+169,620
|
+99%
|
|
|
10
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$7.05M
|
+$7.04M
|
+281,880
|
New
|
|
|
11
|
Morningstar Investment Management
Chicago,
Illinois
|
$6.93M
|
+$1.04M
|
+41,683
|
+18%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.74M
|
+$257K
|
+10,302
|
+5%
|
|
|
13
|
Foresight Wealth Management
Draper,
Utah
|
$4.82M
|
+$4.8M
|
+192,361
|
New
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$4.57M
|
+$4.56M
|
+182,681
|
New
|
|
|
15
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$4.44M
|
+$4.43M
|
+177,462
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$4.3M
|
+$563K
|
+22,540
|
+15%
|
|
|
17
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$4.21M
|
–
|
–
|
–
|
|
|
18
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$3.87M
|
+$3.85M
|
+154,409
|
New
|
|
|
19
|
Trinity Legacy Partners
Houston,
Texas
|
$3.51M
|
+$3.46M
|
+138,806
|
New
|
|
|
20
|
Charles Schwab Trust
Henderson,
Nevada
|
$3.22M
|
+$81.5K
|
+3,267
|
+3%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$2.61M
|
-$3.89M
|
-155,807
|
-60%
|
|
|
22
|
Bluefin Capital Management
New York
|
$2.61M
|
+$2.6M
|
+104,310
|
New
|
|
|
23
|
|
$2.52M
|
+$1.35M
|
+53,952
|
+116%
|
|
|
24
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$2.36M
|
+$2.36M
|
+94,362
|
New
|
|
|
25
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$2.18M
|
+$362K
|
+14,510
|
+20%
|
|
