|
1
|
Tidal Investments
Milwaukee,
Wisconsin
|
$43.4M
|
+$22.4M
|
+718,572
|
+106%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$43.4M
|
-$81.1M
|
-2,603,202
|
-65%
|
|
|
3
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$23.3M
|
-$7.31M
|
-234,663
|
-24%
|
|
|
4
|
SFMG Wealth Advisors
Plano,
Texas
|
$19.5M
|
+$2.52M
|
+80,997
|
+15%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$18.8M
|
-$23.6M
|
-758,520
|
-56%
|
|
|
6
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$18.1M
|
+$476K
|
+15,277
|
+3%
|
|
|
7
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$14.6M
|
-$412K
|
-13,221
|
-3%
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$12.5M
|
-$17.9M
|
-575,585
|
-59%
|
|
|
9
|
Bank of New York Mellon
New York
|
$10M
|
+$1.07M
|
+34,428
|
+12%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$8.26M
|
-$6.4M
|
-205,487
|
-44%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.41M
|
-$4.23M
|
-135,916
|
-36%
|
|
|
12
|
AllGen Financial Advisors
Orlando,
Florida
|
$6.94M
|
+$6.91M
|
+221,736
|
New
|
|
|
13
|
Summit Financial
Parsippany,
New Jersey
|
$6.49M
|
+$571K
|
+18,326
|
+10%
|
|
|
14
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$5.32M
|
-$216K
|
-6,943
|
-4%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$5.23M
|
+$199K
|
+6,378
|
+4%
|
|
|
16
|
L2 Asset Management
Wayland,
Massachusetts
|
$5.18M
|
-$4.96M
|
-159,279
|
-49%
|
|
|
17
|
Centric Wealth Management
Chicago,
Illinois
|
$5.08M
|
–
|
–
|
–
|
|
|
18
|
|
$4.99M
|
-$4.77M
|
-153,088
|
-49%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.51M
|
-$191K
|
-6,125
|
-4%
|
|
|
20
|
Attessa Capital
Tucson,
Arizona
|
$4.15M
|
+$284K
|
+9,134
|
+7%
|
|
|
21
|
Professional Financial Management
Appleton,
Wisconsin
|
$3.48M
|
+$284K
|
+9,121
|
+9%
|
|
|
22
|
|
$3.44M
|
-$9.69M
|
-311,051
|
-74%
|
|
|
23
|
WT Wealth Management
Scottsdale,
Arizona
|
$3.25M
|
+$396K
|
+12,705
|
+14%
|
|
|
24
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$3.12M
|
+$1.71M
|
+54,831
|
+122%
|
|
|
25
|
Fermata Advisors
Sonoma,
California
|
$3.08M
|
+$1.43M
|
+45,869
|
+87%
|
|
