|
1
|
Bank of America
Charlotte,
North Carolina
|
$40.3M
|
+$438K
|
+17,889
|
+1%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$37M
|
-$1.4M
|
-57,306
|
-4%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27.6M
|
–
|
–
|
–
|
|
|
4
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$24.1M
|
+$17.9M
|
+732,214
|
+302%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$19.6M
|
-$152K
|
-6,205
|
-0.8%
|
|
|
6
|
|
$13.9M
|
+$5.71M
|
+233,135
|
+71%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.7M
|
-$809K
|
-33,007
|
-7%
|
|
|
8
|
Lido Advisors
Los Angeles,
California
|
$9.94M
|
+$448K
|
+18,288
|
+5%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.45M
|
+$1.12M
|
+45,902
|
+16%
|
|
|
10
|
Morningstar Investment Management
Chicago,
Illinois
|
$7.89M
|
+$81.7K
|
+3,336
|
+1%
|
|
|
11
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$7.82M
|
+$2.72M
|
+110,943
|
+54%
|
|
|
12
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$7.34M
|
+$1.1M
|
+45,000
|
+18%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$7.18M
|
-$64.9K
|
-2,649
|
-0.9%
|
|
|
14
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$6.82M
|
-$13.8K
|
-565
|
-0.2%
|
|
|
15
|
Foresight Wealth Management
Draper,
Utah
|
$5.93M
|
+$325K
|
+13,265
|
+6%
|
|
|
16
|
First Allied Advisory Services
San Diego,
California
|
$5.58M
|
-$995K
|
-40,588
|
-15%
|
|
|
17
|
Columbus Macro
New Castle,
Pennsylvania
|
$5.3M
|
-$1.75M
|
-71,282
|
-25%
|
|
|
18
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$5.26M
|
-$2.07M
|
-84,575
|
-28%
|
|
|
19
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$5.21M
|
+$1.3M
|
+53,208
|
+34%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$5.08M
|
+$300K
|
+12,229
|
+6%
|
|
|
21
|
Trinity Legacy Partners
Houston,
Texas
|
$5.07M
|
+$242K
|
+9,868
|
+5%
|
|
|
22
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$4.14M
|
+$528K
|
+21,553
|
+15%
|
|
|
23
|
William Blair & Company
Chicago,
Illinois
|
$3.65M
|
+$170K
|
+6,948
|
+5%
|
|
|
24
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$3.04M
|
-$99.2K
|
-4,050
|
-3%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$3.01M
|
+$1.43M
|
+58,273
|
+92%
|
|
