|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$62.8M
|
+$61.3M
|
+4,293,342
|
New
|
|
|
2
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$21.1M
|
+$5.39M
|
+377,541
|
+38%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$19.7M
|
+$4.69M
|
+328,586
|
+32%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$17.7M
|
-$351K
|
-24,600
|
-2%
|
|
|
5
|
Allen Capital Group
Grand Island,
Nebraska
|
$11.1M
|
-$304K
|
-21,247
|
-3%
|
|
|
6
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$9.1M
|
+$1.67M
|
+116,673
|
+23%
|
|
|
7
|
|
$9.04M
|
+$2.19M
|
+153,392
|
+33%
|
|
|
8
|
SimpliFi Inc
San Diego,
California
|
$8.34M
|
+$270K
|
+18,902
|
+3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$7.04M
|
-$151K
|
-10,577
|
-2%
|
|
|
10
|
Waverton Investment Management
London,
United Kingdom
|
$6.93M
|
-$28.6K
|
-2,000
|
-0.4%
|
|
|
11
|
UBP Investment Advisors
Geneva,
Switzerland
|
$6.38M
|
-$2.59M
|
-181,560
|
-29%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.32M
|
+$563K
|
+39,439
|
+10%
|
|
|
13
|
American Money Management
Rancho Santa Fe,
California
|
$4.58M
|
-$2.71K
|
-190
|
-0.1%
|
|
|
14
|
tru Independence
Portland,
Oregon
|
$4.54M
|
+$4.28M
|
+299,884
|
New
|
|
|
15
|
BCM Advisors
Lafayette,
Louisiana
|
$4.04M
|
-$1.15M
|
-80,358
|
-23%
|
|
|
16
|
Cypress Capital
Franklin,
Tennessee
|
$3.88M
|
+$130K
|
+9,133
|
+4%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.76M
|
-$28.4M
|
-1,990,647
|
-90%
|
|
|
18
|
|
$3.48M
|
+$3.4M
|
+238,027
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.19M
|
+$33.6K
|
+2,349
|
+1%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$2.75M
|
-$1.12M
|
-78,402
|
-29%
|
|
|
21
|
Focus Financial Network
Minneapolis,
Minnesota
|
$2.5M
|
-$229K
|
-16,062
|
-9%
|
|
|
22
|
|
$2.21M
|
+$2.16M
|
+151,285
|
New
|
|
|
23
|
WT Wealth Management
Scottsdale,
Arizona
|
$2.12M
|
+$59.5K
|
+4,162
|
+3%
|
|
|
24
|
Hudock Inc
Williamsport,
Pennsylvania
|
$2.09M
|
-$23.7K
|
-1,660
|
-1%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$1.98M
|
+$113K
|
+7,925
|
+6%
|
|
