|
1
|
Rational Advisors
Huntington,
New York
|
$63.9M
|
+$16.5M
|
+689,942
|
+34%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$47.8M
|
+$3.53M
|
+147,587
|
+8%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$43.2M
|
+$9.29M
|
+388,256
|
+27%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$42.1M
|
-$27.5M
|
-1,148,826
|
-39%
|
|
|
5
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$41.7M
|
+$2.42M
|
+100,899
|
+6%
|
|
|
6
|
|
$34.3M
|
-$19M
|
-791,807
|
-35%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.8M
|
+$6.51M
|
+271,874
|
+24%
|
|
|
8
|
Lido Advisors
Los Angeles,
California
|
$31.7M
|
+$5.24M
|
+218,941
|
+19%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$29.1M
|
-$13.1M
|
-547,353
|
-31%
|
|
|
10
|
Eaton Vance Management
Boston,
Massachusetts
|
$25.8M
|
+$3.23M
|
+135,000
|
+14%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$24.3M
|
+$1.22M
|
+50,903
|
+5%
|
|
|
12
|
Ratio Wealth Group
Denver,
Colorado
|
$24.1M
|
-$2.52M
|
-105,162
|
-9%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$23.7M
|
-$808K
|
-33,741
|
-3%
|
|
|
14
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$21.6M
|
–
|
–
|
–
|
|
|
15
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$21.1M
|
+$7.18M
|
+300,000
|
+50%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$20.8M
|
-$1.17M
|
-48,993
|
-5%
|
|
|
17
|
Conning Inc
Hartford,
Connecticut
|
$18.2M
|
–
|
–
|
–
|
|
|
18
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$17.4M
|
+$17.7M
|
+740,475
|
New
|
|
|
19
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$16.7M
|
+$382K
|
+15,949
|
+2%
|
|
|
20
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$14.2M
|
+$3.04M
|
+127,101
|
+27%
|
|
|
21
|
Trinity Legacy Partners
Houston,
Texas
|
$12.2M
|
+$1.14M
|
+47,446
|
+10%
|
|
|
22
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$11.1M
|
+$295K
|
+12,327
|
+3%
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
$10.3M
|
+$971K
|
+40,560
|
+10%
|
|
|
24
|
MAI Capital Management
Independence,
Ohio
|
$9.61M
|
-$3.47M
|
-144,968
|
-26%
|
|
|
25
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$8.75M
|
+$8.4M
|
+350,972
|
+1,656%
|
|
