|
1
|
Charles Schwab
San Francisco,
California
|
$359M
|
+$31.1M
|
+1,183,192
|
+9%
|
|
|
2
|
Tidal Investments
Milwaukee,
Wisconsin
|
$26M
|
+$26.2M
|
+994,589
|
New
|
|
|
3
|
iA Global Asset Management
Quebec,
Quebec, Canada
|
$8.05M
|
+$3.01M
|
+114,400
|
+59%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.11M
|
+$5.93M
|
+225,345
|
+2,569%
|
|
|
5
|
L2 Asset Management
Wayland,
Massachusetts
|
$4.65M
|
+$60.1K
|
+2,283
|
+1%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.62M
|
+$3.66M
|
+138,961
|
+365%
|
|
|
7
|
Charles Schwab Trust
Henderson,
Nevada
|
$3.46M
|
+$190K
|
+7,236
|
+6%
|
|
|
8
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1.82M
|
-$74.9K
|
-2,845
|
-4%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$1.61M
|
+$1.62M
|
+61,609
|
New
|
|
|
10
|
JT Stratford LLC
Gainesville,
Georgia
|
$1.09M
|
+$300K
|
+11,410
|
+37%
|
|
|
11
|
Capasso Planning Partners
Charleston,
South Carolina
|
$1M
|
-$159K
|
-6,057
|
-14%
|
|
|
12
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$911K
|
+$605K
|
+22,999
|
+193%
|
|
|
13
|
Bogart Wealth LLC
Mclean,
Virginia
|
$739K
|
+$745K
|
+28,301
|
New
|
|
|
14
|
World Investment Advisors
Santa Barbara,
California
|
$713K
|
+$718K
|
+27,300
|
New
|
|
|
15
|
Keystone Wealth Services
Palm Desert,
California
|
$531K
|
–
|
–
|
–
|
|
|
16
|
Ausdal Financial Partners
Davenport,
Iowa
|
$528K
|
+$17.7K
|
+672
|
+3%
|
|
|
17
|
TT Capital Management
Coto De Caza,
California
|
$449K
|
-$10.5K
|
-400
|
-2%
|
|
|
18
|
Legacy Capital Group California
Los Gatos,
California
|
$435K
|
+$438K
|
+16,660
|
New
|
|
|
19
|
WealthBridge Capital Management
Westerville,
Ohio
|
$356K
|
+$90.9K
|
+3,455
|
+34%
|
|
|
20
|
WJ Interests
Sugar Land,
Texas
|
$293K
|
+$295K
|
+11,215
|
New
|
|
|
21
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$270K
|
+$3.31K
|
+126
|
+1%
|
|
|
22
|
Mercer Global Advisors
Denver,
Colorado
|
$265K
|
+$50.7K
|
+1,926
|
+23%
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$262K
|
+$264K
|
+10,035
|
New
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$261K
|
+$112K
|
+4,267
|
+74%
|
|
|
25
|
Forum Financial Management
Lombard,
Illinois
|
$251K
|
+$253K
|
+9,611
|
New
|
|
