|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$148M
|
-$11.9M
|
-379,286
|
-8%
|
|
|
2
|
Global Financial Private Capital
Sarasota,
Florida
|
$47.1M
|
+$28.2M
|
+895,252
|
+158%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$40.3M
|
-$3.11M
|
-98,781
|
-7%
|
|
|
4
|
Allworth Financial
Folsom,
California
|
$39.9M
|
+$38.9M
|
+1,234,669
|
New
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$33.5M
|
+$32.5M
|
+1,030,599
|
+17,298%
|
|
|
6
|
Astor Investment Management
Chicago,
Illinois
|
$24.3M
|
+$23.7M
|
+751,488
|
New
|
|
|
7
|
Gradient Investments
Arden Hills,
Minnesota
|
$23.1M
|
+$2.7M
|
+85,555
|
+14%
|
|
|
8
|
Stadion Money Management
Watkinsville,
Georgia
|
$21.3M
|
+$20.8M
|
+660,300
|
New
|
|
|
9
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$15.3M
|
+$4.77M
|
+151,380
|
+47%
|
|
|
10
|
AE Wealth Management
Topeka,
Kansas
|
$14.8M
|
+$5.97M
|
+189,345
|
+70%
|
|
|
11
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$14.6M
|
+$5.86M
|
+186,165
|
+70%
|
|
|
12
|
State Street
Boston,
Massachusetts
|
$14.6M
|
-$253K
|
-8,024
|
-2%
|
|
|
13
|
Barber Financial Group
Lenexa,
Kansas
|
$11.4M
|
-$130K
|
-4,116
|
-1%
|
|
|
14
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$11.3M
|
-$316K
|
-10,027
|
-3%
|
|
|
15
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$10.8M
|
+$1.06M
|
+33,513
|
+11%
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$8.6M
|
+$8.38M
|
+266,129
|
+221,774%
|
|
|
17
|
Peterson Wealth Advisors
Orem,
Utah
|
$7.76M
|
+$273K
|
+8,674
|
+4%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$7.42M
|
+$4.76M
|
+151,236
|
+192%
|
|
|
19
|
Arete Wealth Advisors
Chicago,
Illinois
|
$7.17M
|
+$6.71M
|
+213,058
|
+2,318%
|
|
|
20
|
Financial Enhancement Group
Anderson,
Indiana
|
$7.1M
|
+$877K
|
+27,835
|
+14%
|
|
|
21
|
|
$6.92M
|
+$658K
|
+20,891
|
+11%
|
|
|
22
|
Winch Advisory Services
Appleton,
Wisconsin
|
$6M
|
+$2.05M
|
+65,197
|
+54%
|
|
|
23
|
RFG Advisory
Birmingham,
Alabama
|
$5.59M
|
+$411K
|
+13,059
|
+8%
|
|
|
24
|
WrapManager Inc
Mill Valley,
California
|
$4.79M
|
+$802K
|
+25,453
|
+21%
|
|
|
25
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$4.73M
|
+$1.12M
|
+35,704
|
+32%
|
|
