|
1
|
Bank of America
Charlotte,
North Carolina
|
$75.7M
|
+$6.04M
|
+235,583
|
+9%
|
|
|
2
|
Brookstone Capital Management
Wheaton,
Illinois
|
$64.3M
|
-$7.04M
|
-274,880
|
-10%
|
|
|
3
|
|
$58M
|
+$1.06M
|
+41,263
|
+2%
|
|
|
4
|
Rational Advisors
Huntington,
New York
|
$52.3M
|
+$11.4M
|
+446,336
|
+28%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$48.6M
|
+$1.4M
|
+54,744
|
+3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$46M
|
+$9.67M
|
+377,494
|
+27%
|
|
|
7
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$43.2M
|
-$62M
|
-2,420,571
|
-59%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$37.4M
|
+$37.2M
|
+1,450,901
|
New
|
|
|
9
|
Ratio Wealth Group
Denver,
Colorado
|
$29.1M
|
+$2.91M
|
+113,560
|
+11%
|
|
|
10
|
Lido Advisors
Los Angeles,
California
|
$29.1M
|
+$3.89M
|
+151,750
|
+16%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$29M
|
+$5M
|
+195,257
|
+21%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$26.8M
|
-$94K
|
-3,670
|
-0.4%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$25.4M
|
-$1.49M
|
-58,193
|
-6%
|
|
|
14
|
Eaton Vance Management
Boston,
Massachusetts
|
$24.8M
|
+$2.69M
|
+105,000
|
+12%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$24M
|
+$4.2M
|
+163,850
|
+21%
|
|
|
16
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$23.7M
|
–
|
–
|
–
|
|
|
17
|
Conning Inc
Hartford,
Connecticut
|
$20M
|
–
|
–
|
–
|
|
|
18
|
Bard Financial Services
Branford,
Connecticut
|
$19.8M
|
+$1.17M
|
+45,792
|
+6%
|
|
|
19
|
William Blair & Company
Chicago,
Illinois
|
$18.5M
|
-$1.38M
|
-53,974
|
-7%
|
|
|
20
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$17.9M
|
+$570K
|
+22,237
|
+3%
|
|
|
21
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$15.5M
|
-$5.12M
|
-200,000
|
-25%
|
|
|
22
|
MAI Capital Management
Independence,
Ohio
|
$14.3M
|
+$14.2M
|
+553,951
|
New
|
|
|
23
|
Collective Family Office
York,
Pennsylvania
|
$14.2M
|
+$1.38M
|
+53,763
|
+11%
|
|
|
24
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$12.7M
|
+$12.3M
|
+479,111
|
New
|
|
|
25
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$12.4M
|
-$390K
|
-15,241
|
-3%
|
|
