|
1
|
Bank of America
Charlotte,
North Carolina
|
$37.8M
|
+$13.2M
|
+565,491
|
+54%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$36.5M
|
-$123M
|
-5,284,532
|
-77%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27.6M
|
–
|
–
|
–
|
|
|
4
|
JBJ Investment Partners
Charleston,
South Carolina
|
$19.1M
|
+$916K
|
+39,359
|
+5%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$18.8M
|
-$1.51M
|
-64,770
|
-7%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.9M
|
+$6.19M
|
+265,822
|
+133%
|
|
|
7
|
Lido Advisors
Los Angeles,
California
|
$9M
|
+$344K
|
+14,761
|
+4%
|
|
|
8
|
|
$7.69M
|
+$3.81M
|
+163,834
|
+100%
|
|
|
9
|
Morningstar Investment Management
Chicago,
Illinois
|
$7.41M
|
–
|
–
|
–
|
|
|
10
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$6.98M
|
-$560K
|
-24,045
|
-7%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.94M
|
+$6.88M
|
+295,359
|
New
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$6.88M
|
-$396K
|
-17,024
|
-5%
|
|
|
13
|
Columbus Macro
New Castle,
Pennsylvania
|
$6.71M
|
-$882K
|
-37,867
|
-12%
|
|
|
14
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$6.49M
|
-$583K
|
-25,034
|
-8%
|
|
|
15
|
First Allied Advisory Services
San Diego,
California
|
$6.25M
|
-$677K
|
-29,060
|
-10%
|
|
|
16
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$5.91M
|
-$216K
|
-9,275
|
-4%
|
|
|
17
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$5.71M
|
-$335K
|
-14,386
|
-6%
|
|
|
18
|
Foresight Wealth Management
Draper,
Utah
|
$5.32M
|
+$556K
|
+23,882
|
+12%
|
|
|
19
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$4.82M
|
+$1.22M
|
+52,474
|
+34%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$4.54M
|
+$155K
|
+6,650
|
+4%
|
|
|
21
|
Trinity Legacy Partners
Houston,
Texas
|
$4.53M
|
+$273K
|
+11,713
|
+6%
|
|
|
22
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$3.69M
|
+$1.53M
|
+65,748
|
+72%
|
|
|
23
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$3.42M
|
+$492K
|
+21,144
|
+17%
|
|
|
24
|
William Blair & Company
Chicago,
Illinois
|
$3.3M
|
+$3.27M
|
+140,277
|
New
|
|
|
25
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$2.98M
|
-$1.29M
|
-55,500
|
-30%
|
|
