|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$151M
|
+$148M
|
+5,000,072
|
New
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$42.9M
|
-$88.5M
|
-2,985,992
|
-68%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$17.8M
|
-$4.25M
|
-143,352
|
-20%
|
|
|
4
|
Global Financial Private Capital
Sarasota,
Florida
|
$14.9M
|
+$885K
|
+29,861
|
+6%
|
|
|
5
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$10.7M
|
+$10.5M
|
+355,565
|
New
|
|
|
6
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$8.22M
|
+$8.08M
|
+272,774
|
New
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$7.62M
|
+$1.44M
|
+48,476
|
+24%
|
|
|
8
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$7.43M
|
+$7.31M
|
+246,601
|
New
|
|
|
9
|
Stadion Money Management
Watkinsville,
Georgia
|
$6.9M
|
+$355K
|
+12,000
|
+6%
|
|
|
10
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$6.82M
|
+$6.7M
|
+226,292
|
New
|
|
|
11
|
|
$5.09M
|
+$4.47M
|
+150,937
|
+843%
|
|
|
12
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$3.03M
|
+$3.97K
|
+134
|
+0.1%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$2.95M
|
+$668K
|
+22,555
|
+30%
|
|
|
14
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.79M
|
+$2.74M
|
+92,558
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$2.78M
|
+$999K
|
+33,739
|
+58%
|
|
|
16
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$2.74M
|
+$2.7M
|
+90,997
|
New
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.57M
|
+$20.8K
|
+703
|
+0.8%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$2.46M
|
+$112K
|
+3,777
|
+5%
|
|
|
19
|
Jackson Wealth Management
Lake Mary,
Florida
|
$2.04M
|
+$1.97M
|
+66,649
|
New
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.9M
|
+$333K
|
+11,247
|
+22%
|
|
|
21
|
Peterson Wealth Advisors
Orem,
Utah
|
$1.9M
|
+$1.86M
|
+62,887
|
New
|
|
|
22
|
Copperwynd Financial
Scottsdale,
Arizona
|
$1.86M
|
+$1.82M
|
+61,545
|
New
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.78M
|
+$381K
|
+12,860
|
+28%
|
|
|
24
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$1.76M
|
+$1.73M
|
+58,254
|
New
|
|
|
25
|
RFG Advisory
Birmingham,
Alabama
|
$1.67M
|
+$1.64M
|
+55,493
|
New
|
|
