|
1
|
Tidal Investments
Milwaukee,
Wisconsin
|
$43.5M
|
+$16.9M
|
+652,496
|
+66%
|
|
|
2
|
Charles Schwab Trust
Henderson,
Nevada
|
$10.2M
|
+$6.53M
|
+251,574
|
+190%
|
|
|
3
|
Strategic Financial Planning
Plano,
Texas
|
$5.71M
|
+$5.58M
|
+215,009
|
New
|
|
|
4
|
L2 Asset Management
Wayland,
Massachusetts
|
$4.99M
|
+$257K
|
+9,892
|
+6%
|
|
|
5
|
Empowered Funds
Havertown,
Pennsylvania
|
$4.19M
|
+$4.12M
|
+158,753
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.38M
|
+$1.09M
|
+41,992
|
+419%
|
|
|
7
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$1.26M
|
+$1.23M
|
+47,539
|
New
|
|
|
8
|
JT Stratford LLC
Gainesville,
Georgia
|
$1.16M
|
+$43.6K
|
+1,681
|
+4%
|
|
|
9
|
World Investment Advisors
Santa Barbara,
California
|
$1.04M
|
+$306K
|
+11,792
|
+43%
|
|
|
10
|
iA Global Asset Management
Quebec,
Quebec, Canada
|
$966K
|
-$7.06M
|
-272,000
|
-88%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$821K
|
-$3.79M
|
-146,071
|
-83%
|
|
|
12
|
Bogart Wealth LLC
Mclean,
Virginia
|
$743K
|
-$7.66K
|
-295
|
-1%
|
|
|
13
|
Focus Financial Network
Minneapolis,
Minnesota
|
$729K
|
-$1.09M
|
-42,137
|
-61%
|
|
|
14
|
Capasso Planning Partners
Charleston,
South Carolina
|
$692K
|
-$319K
|
-12,308
|
-32%
|
|
|
15
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$681K
|
+$666K
|
+25,677
|
New
|
|
|
16
|
Principia Wealth Advisory
Dallas,
Texas
|
$678K
|
+$663K
|
+25,532
|
New
|
|
|
17
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$668K
|
+$654K
|
+25,187
|
New
|
|
|
18
|
Evergreen Advisors
Chattanooga,
Tennessee
|
$584K
|
+$571K
|
+22,000
|
New
|
|
|
19
|
Ausdal Financial Partners
Davenport,
Iowa
|
$498K
|
-$38.3K
|
-1,475
|
-7%
|
|
|
20
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$491K
|
+$480K
|
+18,491
|
New
|
|
|
21
|
WealthBridge Capital Management
Westerville,
Ohio
|
$459K
|
+$94.9K
|
+3,658
|
+27%
|
|
|
22
|
TT Capital Management
Coto De Caza,
California
|
$430K
|
-$26K
|
-1,000
|
-6%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$422K
|
+$149K
|
+5,736
|
+57%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$390K
|
+$381K
|
+14,695
|
New
|
|
|
25
|
Harbour Investments
Madison,
Wisconsin
|
$351K
|
+$330K
|
+12,719
|
+2,441%
|
|
