|
1
|
Bank of America
Charlotte,
North Carolina
|
$41.6M
|
-$330K
|
-13,044
|
-0.8%
|
|
|
2
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$41.3M
|
+$15.9M
|
+626,626
|
+64%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$38.8M
|
+$188K
|
+7,441
|
+0.5%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27.6M
|
–
|
–
|
–
|
|
|
5
|
|
$22.6M
|
+$7.96M
|
+314,369
|
+56%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$22.3M
|
+$1.8M
|
+71,174
|
+9%
|
|
|
7
|
Bard Financial Services
Branford,
Connecticut
|
$15.6M
|
+$15.3M
|
+605,909
|
New
|
|
|
8
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$14.2M
|
+$13.9M
|
+550,136
|
New
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.7M
|
+$2.88M
|
+113,845
|
+33%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.7M
|
+$545K
|
+21,529
|
+5%
|
|
|
11
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$10.1M
|
+$1.91M
|
+75,486
|
+24%
|
|
|
12
|
Collective Family Office
York,
Pennsylvania
|
$9.79M
|
+$9.61M
|
+379,579
|
New
|
|
|
13
|
Ratio Wealth Group
Denver,
Colorado
|
$9.61M
|
+$9.43M
|
+372,527
|
New
|
|
|
14
|
Lido Advisors
Los Angeles,
California
|
$8.65M
|
-$1.68M
|
-66,193
|
-16%
|
|
|
15
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$8.4M
|
+$8.25M
|
+325,767
|
New
|
|
|
16
|
Rational Advisors
Huntington,
New York
|
$7.92M
|
+$5.33M
|
+210,586
|
+218%
|
|
|
17
|
Allegiant Private Advisors
Sarasota,
Florida
|
$7.88M
|
+$7.74M
|
+305,635
|
New
|
|
|
18
|
Morningstar Investment Management
Chicago,
Illinois
|
$7.39M
|
-$817K
|
-32,268
|
-10%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$7.37M
|
+$2.03M
|
+80,311
|
+39%
|
|
|
20
|
AE Wealth Management
Topeka,
Kansas
|
$6.79M
|
-$679K
|
-26,804
|
-9%
|
|
|
21
|
Foresight Wealth Management
Draper,
Utah
|
$6.37M
|
+$183K
|
+7,226
|
+3%
|
|
|
22
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$6.19M
|
-$903K
|
-35,671
|
-13%
|
|
|
23
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$6.08M
|
+$581K
|
+22,963
|
+11%
|
|
|
24
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$5.64M
|
+$5.53M
|
+218,520
|
New
|
|
|
25
|
Trinity Legacy Partners
Houston,
Texas
|
$5.6M
|
+$387K
|
+15,275
|
+8%
|
|
