|
1
|
Tidal Investments
Milwaukee,
Wisconsin
|
$35M
|
-$2.31M
|
-88,353
|
-6%
|
|
|
2
|
Cornerstone Enterprises
Appleton,
Wisconsin
|
$16.7M
|
+$333K
|
+12,727
|
+2%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$15.5M
|
+$4.56M
|
+174,185
|
+42%
|
|
|
4
|
Charles Schwab Trust
Henderson,
Nevada
|
$13.3M
|
+$99.8K
|
+3,814
|
+0.8%
|
|
|
5
|
Dahring Cusmano
Novi,
Michigan
|
$10M
|
+$961K
|
+36,695
|
+11%
|
|
|
6
|
Rational Advisors
Huntington,
New York
|
$7.93M
|
+$49.8K
|
+1,901
|
+0.6%
|
|
|
7
|
L2 Asset Management
Wayland,
Massachusetts
|
$6.3M
|
-$5.97M
|
-228,014
|
-49%
|
|
|
8
|
Strategic Financial Planning
Plano,
Texas
|
$6.14M
|
+$6.14M
|
+234,403
|
New
|
|
|
9
|
CFG Wealth Management Services
Indianapolis,
Indiana
|
$5.95M
|
–
|
–
|
–
|
|
|
10
|
Principia Wealth Advisory
Dallas,
Texas
|
$5.82M
|
-$43.3K
|
-1,654
|
-0.7%
|
|
|
11
|
Summit Financial
Parsippany,
New Jersey
|
$5.81M
|
+$533K
|
+20,377
|
+10%
|
|
|
12
|
Harbour Investments
Madison,
Wisconsin
|
$4.56M
|
+$777K
|
+29,681
|
+21%
|
|
|
13
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$4.14M
|
+$249K
|
+9,523
|
+6%
|
|
|
14
|
MFG Wealth Management
Indianapolis,
Indiana
|
$3.93M
|
+$281K
|
+10,739
|
+8%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.66M
|
+$2.84M
|
+108,300
|
+343%
|
|
|
16
|
FF Advisors
Manhattan Beach,
California
|
$3.36M
|
+$642K
|
+24,531
|
+24%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$2.95M
|
+$1.1M
|
+41,937
|
+59%
|
|
|
18
|
Prospera Financial Services
Dallas,
Texas
|
$2.7M
|
-$8.95K
|
-342
|
-0.3%
|
|
|
19
|
Elm3 Financial Group
Alpharetta,
Georgia
|
$2.45M
|
-$13.4K
|
-511
|
-0.5%
|
|
|
20
|
JT Stratford LLC
Gainesville,
Georgia
|
$2.38M
|
-$35.3K
|
-1,350
|
-1%
|
|
|
21
|
Larson Financial Group
St Louis,
Missouri
|
$2.35M
|
+$2.35M
|
+89,590
|
+30,165%
|
|
|
22
|
IFC & Insurance Marketing
Auburn,
California
|
$2.28M
|
+$280K
|
+10,714
|
+14%
|
|
|
23
|
Empowered Funds
Havertown,
Pennsylvania
|
$2.25M
|
+$414K
|
+15,795
|
+22%
|
|
|
24
|
Solutions 4 Wealth
Southlake,
Texas
|
$2.12M
|
+$1.17M
|
+44,710
|
+124%
|
|
|
25
|
Perigon Wealth Management
San Francisco,
California
|
$2.09M
|
+$601K
|
+22,970
|
+41%
|
|
