|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$150M
|
-$15.1M
|
-628,254
|
-8%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27.6M
|
–
|
–
|
–
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$22.8M
|
-$1.67M
|
-69,375
|
-6%
|
|
|
4
|
Gradient Investments
Arden Hills,
Minnesota
|
$21.7M
|
+$1.02M
|
+42,345
|
+4%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$18.9M
|
-$3.06M
|
-127,168
|
-13%
|
|
|
6
|
JBJ Investment Partners
Charleston,
South Carolina
|
$17M
|
+$18.7M
|
+774,848
|
New
|
|
|
7
|
Lido Advisors
Los Angeles,
California
|
$8.06M
|
+$659K
|
+27,367
|
+8%
|
|
|
8
|
Columbus Macro
New Castle,
Pennsylvania
|
$7.08M
|
-$2.89M
|
-120,042
|
-27%
|
|
|
9
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$7.03M
|
-$487K
|
-20,231
|
-6%
|
|
|
10
|
Morningstar Investment Management
Chicago,
Illinois
|
$6.9M
|
+$935K
|
+38,799
|
+14%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$6.77M
|
+$3.06M
|
+126,878
|
+69%
|
|
|
12
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$6.59M
|
+$2.98M
|
+123,685
|
+70%
|
|
|
13
|
First Allied Advisory Services
San Diego,
California
|
$6.45M
|
-$3.28M
|
-136,026
|
-32%
|
|
|
14
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$5.7M
|
+$6.28M
|
+260,556
|
New
|
|
|
15
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$5.63M
|
+$4.58M
|
+189,932
|
+282%
|
|
|
16
|
Foresight Wealth Management
Draper,
Utah
|
$4.43M
|
+$246K
|
+10,207
|
+5%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.36M
|
-$723K
|
-30,018
|
-13%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$4.08M
|
+$351K
|
+14,566
|
+8%
|
|
|
19
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$3.99M
|
+$340K
|
+14,100
|
+8%
|
|
|
20
|
Trinity Legacy Partners
Houston,
Texas
|
$3.77M
|
+$998K
|
+41,420
|
+30%
|
|
|
21
|
|
$3.57M
|
+$1.51M
|
+62,594
|
+62%
|
|
|
22
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$3.34M
|
-$45.7K
|
-1,896
|
-1%
|
|
|
23
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$2.73M
|
+$898K
|
+37,273
|
+43%
|
|
|
24
|
Pathstone Family Office
Englewood,
New Jersey
|
$2.01M
|
+$2.21M
|
+91,850
|
New
|
|
|
25
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$2M
|
-$73K
|
-3,028
|
-3%
|
|
