|
1
|
Total Investment Management
Scottsdale,
Arizona
|
$84M
|
+$964K
|
+29,594
|
+1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$77.7M
|
+$504K
|
+15,486
|
+0.7%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$41.7M
|
-$12.6M
|
-386,347
|
-23%
|
|
|
4
|
SFMG Wealth Advisors
Plano,
Texas
|
$20.9M
|
-$178K
|
-5,479
|
-0.9%
|
|
|
5
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$19.9M
|
+$12.6M
|
+385,721
|
+183%
|
|
|
6
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$14.3M
|
-$2.1M
|
-64,366
|
-13%
|
|
|
7
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$13.8M
|
+$83.6K
|
+2,569
|
+0.6%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$13.3M
|
-$1.65M
|
-50,797
|
-11%
|
|
|
9
|
Sykon Capital
Harrison,
New York
|
$10.8M
|
+$10.7M
|
+329,395
|
New
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$10.6M
|
-$2.8M
|
-86,057
|
-21%
|
|
|
11
|
Charles Schwab
San Francisco,
California
|
$10.3M
|
+$66.7K
|
+2,049
|
+0.7%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.1M
|
+$520K
|
+15,975
|
+5%
|
|
|
13
|
|
$7.16M
|
-$3.25M
|
-99,917
|
-31%
|
|
|
14
|
Principal Securities
Des Moines,
Iowa
|
$6.37M
|
+$156K
|
+4,786
|
+3%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$5.76M
|
+$3M
|
+92,163
|
+110%
|
|
|
16
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$5.42M
|
+$1.53M
|
+46,983
|
+40%
|
|
|
17
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$5.17M
|
-$2.51M
|
-77,124
|
-33%
|
|
|
18
|
Stokes Family Office
New Orleans,
Louisiana
|
$5.16M
|
+$30.6K
|
+940
|
+0.6%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.07M
|
+$4.47M
|
+137,287
|
+801%
|
|
|
20
|
Kaizen Financial Strategies
Campbell,
California
|
$4.15M
|
+$620K
|
+19,030
|
+18%
|
|
|
21
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$4.07M
|
+$365K
|
+11,200
|
+10%
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.92M
|
-$782K
|
-24,028
|
-17%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.68M
|
+$397K
|
+12,181
|
+12%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$3.2M
|
+$3.18M
|
+97,642
|
New
|
|
|
25
|
Flow Traders U.S.
New York
|
$2.84M
|
+$2.82M
|
+86,555
|
New
|
|
