|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$123M
|
+$111M
|
+2,813,539
|
+700%
|
|
|
2
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$35.5M
|
+$1.09M
|
+27,600
|
+3%
|
|
|
3
|
Focused Wealth Management
Newburgh,
New York
|
$9.32M
|
+$566K
|
+14,346
|
+6%
|
|
|
4
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$6.66M
|
+$6.88M
|
+174,422
|
New
|
|
|
5
|
RFG Advisory
Birmingham,
Alabama
|
$3.68M
|
+$3.8M
|
+96,318
|
New
|
|
|
6
|
Securian Asset Management
St Paul,
Minnesota
|
$2.85M
|
+$2.94M
|
+74,518
|
New
|
|
|
7
|
Stadion Money Management
Watkinsville,
Georgia
|
$1.84M
|
-$180K
|
-4,564
|
-9%
|
|
|
8
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.26M
|
+$1.3M
|
+32,987
|
New
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$842K
|
+$870K
|
+22,055
|
New
|
|
|
10
|
First Allied Advisory Services
San Diego,
California
|
$651K
|
+$666K
|
+16,876
|
New
|
|
|
11
|
Columbus Macro
New Castle,
Pennsylvania
|
$620K
|
+$640K
|
+16,220
|
New
|
|
|
12
|
Barber Financial Group
Lenexa,
Kansas
|
$464K
|
+$480K
|
+12,155
|
New
|
|
|
13
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$352K
|
+$364K
|
+9,224
|
New
|
|
|
14
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$320K
|
+$331K
|
+8,386
|
New
|
|
|
15
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$269K
|
+$279K
|
+7,066
|
New
|
|
|
16
|
|
$252K
|
-$1.42M
|
-36,000
|
-85%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$229K
|
+$237K
|
+6,006
|
New
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$216K
|
-$4.33M
|
-109,838
|
-95%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$90K
|
-$52.6K
|
-1,334
|
-36%
|
|
|
20
|
Squar Milner Financial Services
Irvine,
California
|
$18K
|
–
|
–
|
–
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
$6K
|
–
|
–
|
–
|
|
|
22
|
Advisornet Financial
Minnetonka,
Minnesota
|
$2K
|
+$1.74K
|
+44
|
New
|
|
|
23
|
Visionary Asset Management
Houston,
Texas
|
–
|
-$2.02M
|
-49,640
|
Closed
|
|
|
24
|
Bluefin Capital Management
New York
|
–
|
-$1.27M
|
-31,243
|
Closed
|
|
|
25
|
|
–
|
-$1.21M
|
-29,587
|
Closed
|
|
