|
1
|
Bank of America
Charlotte,
North Carolina
|
$361M
|
+$355M
|
+8,893,582
|
New
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$183M
|
+$51.4M
|
+1,290,343
|
+40%
|
|
|
3
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$41M
|
+$3.26M
|
+81,730
|
+9%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$30.2M
|
+$34.6M
|
+868,933
|
New
|
|
|
5
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$12.9M
|
+$5.73M
|
+143,691
|
+82%
|
|
|
6
|
Securian Asset Management
St Paul,
Minnesota
|
$3.02M
|
–
|
–
|
–
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$2.84M
|
+$2.55M
|
+64,018
|
+1,066%
|
|
|
8
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$2.3M
|
+$2.26M
|
+56,737
|
New
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.95M
|
+$1.82M
|
+45,606
|
+1,926%
|
|
|
10
|
Stadion Money Management
Watkinsville,
Georgia
|
$1.65M
|
-$295K
|
-7,394
|
-15%
|
|
|
11
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.63M
|
+$298K
|
+7,485
|
+23%
|
|
|
12
|
RFG Advisory
Birmingham,
Alabama
|
$1.4M
|
-$2.46M
|
-61,825
|
-64%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.23M
|
+$325K
|
+8,163
|
+37%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$1.04M
|
+$1.02M
|
+25,640
|
New
|
|
|
15
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$820K
|
+$525K
|
+13,171
|
+186%
|
|
|
16
|
Columbus Macro
New Castle,
Pennsylvania
|
$765K
|
+$105K
|
+2,630
|
+16%
|
|
|
17
|
First Mercantile Trust
Cordova,
Tennessee
|
$637K
|
+$626K
|
+15,700
|
New
|
|
|
18
|
First Allied Advisory Services
San Diego,
California
|
$600K
|
-$83.4K
|
-2,091
|
-12%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$560K
|
+$325K
|
+8,149
|
+144%
|
|
|
20
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$391K
|
+$16.7K
|
+418
|
+5%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$294K
|
+$289K
|
+7,242
|
New
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
$278K
|
+$273K
|
+6,857
|
New
|
|
|
23
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$266K
|
+$262K
|
+6,566
|
New
|
|
|
24
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$254K
|
–
|
–
|
–
|
|
|
25
|
Focused Wealth Management
Newburgh,
New York
|
$82K
|
-$9.64M
|
-241,900
|
-99%
|
|
