|
1
|
Bank of America
Charlotte,
North Carolina
|
$63M
|
+$21.7M
|
+855,968
|
+53%
|
|
|
2
|
|
$49M
|
+$26.5M
|
+1,044,805
|
+119%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$41.1M
|
+$2.7M
|
+106,326
|
+7%
|
|
|
4
|
Eaton Vance Management
Boston,
Massachusetts
|
$28M
|
+$27.8M
|
+1,095,700
|
New
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$27.9M
|
+$5.84M
|
+230,433
|
+27%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27.6M
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$23.3M
|
+$17.8M
|
+703,372
|
+333%
|
|
|
8
|
Rational Advisors
Huntington,
New York
|
$19.2M
|
+$11.3M
|
+445,960
|
+145%
|
|
|
9
|
Ratio Wealth Group
Denver,
Colorado
|
$17.9M
|
+$8.31M
|
+327,571
|
+88%
|
|
|
10
|
Bard Financial Services
Branford,
Connecticut
|
$16M
|
+$494K
|
+19,478
|
+3%
|
|
|
11
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$15.4M
|
+$1.35M
|
+53,170
|
+10%
|
|
|
12
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$15.3M
|
+$11.7M
|
+462,422
|
+336%
|
|
|
13
|
Lido Advisors
Los Angeles,
California
|
$14.5M
|
+$5.89M
|
+232,119
|
+69%
|
|
|
14
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$14.4M
|
+$14.3M
|
+564,000
|
New
|
|
|
15
|
Allegiant Private Advisors
Sarasota,
Florida
|
$13.3M
|
+$5.49M
|
+216,395
|
+71%
|
|
|
16
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$11M
|
+$982K
|
+38,741
|
+10%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$10.8M
|
+$3.5M
|
+138,107
|
+48%
|
|
|
18
|
Collective Family Office
York,
Pennsylvania
|
$10.3M
|
+$587K
|
+23,167
|
+6%
|
|
|
19
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$9.4M
|
+$9.35M
|
+368,570
|
New
|
|
|
20
|
Trinity Legacy Partners
Houston,
Texas
|
$9.34M
|
+$3.65M
|
+144,128
|
+66%
|
|
|
21
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$9.08M
|
+$768K
|
+30,277
|
+9%
|
|
|
22
|
BNP Paribas Financial Markets
Paris,
France
|
$8.89M
|
+$5.27M
|
+208,036
|
+148%
|
|
|
23
|
Stableford Capital II
Scottsdale,
Arizona
|
$7.84M
|
+$7.51M
|
+296,248
|
+2,629%
|
|
|
24
|
Morningstar Investment Management
Chicago,
Illinois
|
$7.82M
|
+$506K
|
+19,960
|
+7%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.78M
|
-$3.76M
|
-148,405
|
-33%
|
|
