|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$150M
|
-$4.5M
|
-90,830
|
-3%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$65.3M
|
+$34.5M
|
+696,560
|
+123%
|
|
|
3
|
|
$51.4M
|
-$17.3M
|
-348,406
|
-26%
|
|
|
4
|
Fiducient Advisors
Chicago,
Illinois
|
$34.5M
|
+$20.6M
|
+415,327
|
+165%
|
|
|
5
|
Barber Financial Group
Lenexa,
Kansas
|
$19.7M
|
+$10.9M
|
+219,446
|
+136%
|
|
|
6
|
JOYN Advisors
Atlanta,
Georgia
|
$18.9M
|
+$1.34M
|
+27,064
|
+8%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$17.9M
|
+$11.1M
|
+223,886
|
+184%
|
|
|
8
|
TownSquare Capital
Provo,
Utah
|
$15.8M
|
+$3.7M
|
+74,692
|
+32%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.6M
|
+$10.7M
|
+215,387
|
+248%
|
|
|
10
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$11.4M
|
+$8.66M
|
+174,814
|
+377%
|
|
|
11
|
Pure Financial Advisors
San Diego,
California
|
$11.3M
|
-$560K
|
-11,304
|
-5%
|
|
|
12
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$9.74M
|
+$5.75M
|
+116,115
|
+161%
|
|
|
13
|
|
$8.74M
|
+$551K
|
+11,118
|
+7%
|
|
|
14
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$8.58M
|
+$3.36M
|
+67,753
|
+67%
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$8.21M
|
+$7.87M
|
+158,734
|
New
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$7.74M
|
+$3.95M
|
+79,693
|
+114%
|
|
|
17
|
Choreo LLC
Rockford,
Illinois
|
$7.72M
|
+$1.71M
|
+34,442
|
+30%
|
|
|
18
|
Peterson Wealth Advisors
Orem,
Utah
|
$7.14M
|
+$421K
|
+8,500
|
+7%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$6.65M
|
+$863K
|
+17,425
|
+16%
|
|
|
20
|
|
$6.37M
|
+$4.02M
|
+81,168
|
+193%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$6.24M
|
+$3.1M
|
+62,619
|
+108%
|
|
|
22
|
Freedom Investment Management
Hartford,
Connecticut
|
$6.1M
|
-$669K
|
-13,508
|
-10%
|
|
|
23
|
Chessman Wealth Strategies RIA
Dallas,
Texas
|
$4.91M
|
+$1.58M
|
+31,830
|
+50%
|
|
|
24
|
Royal Fund Management
Lady Lake,
Florida
|
$4.84M
|
+$3.55M
|
+71,703
|
+326%
|
|
|
25
|
Highland Private Wealth Management
Bellevue,
Washington
|
$4.65M
|
+$4.45M
|
+89,855
|
New
|
|
