|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$149M
|
-$2.74M
|
-82,381
|
-2%
|
|
|
2
|
Horizon Investments
Charlotte,
North Carolina
|
$147M
|
+$147M
|
+4,427,250
|
New
|
|
|
3
|
Allworth Financial
Folsom,
California
|
$45.4M
|
+$4.38M
|
+131,491
|
+11%
|
|
|
4
|
PFS Investments
Duluth,
Georgia
|
$44.8M
|
+$44.9M
|
+1,347,998
|
New
|
|
|
5
|
Global Financial Private Capital
Sarasota,
Florida
|
$42.5M
|
-$6.05M
|
-181,561
|
-12%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$40.3M
|
-$1.23M
|
-37,073
|
-3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$35.9M
|
+$1.4M
|
+42,009
|
+4%
|
|
|
8
|
Astor Investment Management
Chicago,
Illinois
|
$27.5M
|
+$2.51M
|
+75,249
|
+10%
|
|
|
9
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$27.1M
|
+$12.1M
|
+361,913
|
+80%
|
|
|
10
|
Gradient Investments
Arden Hills,
Minnesota
|
$25.9M
|
+$2.06M
|
+61,871
|
+9%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$24.8M
|
+$9.56M
|
+287,114
|
+63%
|
|
|
12
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$19.7M
|
+$3.92M
|
+117,820
|
+25%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.4M
|
+$15.4M
|
+462,442
|
New
|
|
|
14
|
Barber Financial Group
Lenexa,
Kansas
|
$12.3M
|
+$504K
|
+15,146
|
+4%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$12.1M
|
+$4.48M
|
+134,539
|
+59%
|
|
|
16
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$11.7M
|
+$637K
|
+19,134
|
+6%
|
|
|
17
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$11.6M
|
-$39.1K
|
-1,173
|
-0.3%
|
|
|
18
|
Founders Financial Securities
Towson,
Maryland
|
$10.7M
|
+$10.7M
|
+321,322
|
New
|
|
|
19
|
Chessman Wealth Strategies RIA
Dallas,
Texas
|
$10.6M
|
+$10.6M
|
+319,290
|
New
|
|
|
20
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$10.6M
|
+$10M
|
+301,055
|
+1,832%
|
|
|
21
|
Copperwynd Financial
Scottsdale,
Arizona
|
$9.01M
|
+$9.03M
|
+271,097
|
New
|
|
|
22
|
Peterson Wealth Advisors
Orem,
Utah
|
$8.64M
|
+$643K
|
+19,297
|
+8%
|
|
|
23
|
|
$8.3M
|
+$1.18M
|
+35,530
|
+17%
|
|
|
24
|
State Street
Boston,
Massachusetts
|
$8.21M
|
-$6.81M
|
-204,370
|
-45%
|
|
|
25
|
Financial Enhancement Group
Anderson,
Indiana
|
$7.77M
|
+$461K
|
+13,831
|
+6%
|
|
