|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$144M
|
-$7.3M
|
-140,139
|
-5%
|
|
|
2
|
|
$106M
|
+$54.2M
|
+1,041,115
|
+105%
|
|
|
3
|
United Services Automobile Association
San Antonio,
Texas
|
$53.3M
|
-$12.5M
|
-239,550
|
-19%
|
|
|
4
|
Fiducient Advisors
Chicago,
Illinois
|
$30M
|
-$4.72M
|
-90,656
|
-14%
|
|
|
5
|
JOYN Advisors
Atlanta,
Georgia
|
$24.5M
|
+$5.61M
|
+107,783
|
+30%
|
|
|
6
|
Barber Financial Group
Lenexa,
Kansas
|
$23.8M
|
+$4.04M
|
+77,533
|
+20%
|
|
|
7
|
TownSquare Capital
Provo,
Utah
|
$20M
|
+$3.75M
|
+71,936
|
+24%
|
|
|
8
|
|
$19.3M
|
+$10.5M
|
+201,095
|
+119%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$18.9M
|
+$883K
|
+16,958
|
+5%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.5M
|
+$738K
|
+14,161
|
+5%
|
|
|
11
|
Choreo LLC
Rockford,
Illinois
|
$11.7M
|
+$3.91M
|
+75,166
|
+50%
|
|
|
12
|
Pure Financial Advisors
San Diego,
California
|
$10.9M
|
-$431K
|
-8,275
|
-4%
|
|
|
13
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$10.4M
|
+$575K
|
+11,040
|
+6%
|
|
|
14
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$9.9M
|
+$1.64M
|
+31,564
|
+20%
|
|
|
15
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$9.56M
|
+$780K
|
+14,974
|
+9%
|
|
|
16
|
|
$8.29M
|
+$1.89M
|
+36,267
|
+29%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$7.78M
|
-$3.07K
|
-59
|
-0%
|
|
|
18
|
Peterson Wealth Advisors
Orem,
Utah
|
$7.36M
|
+$266K
|
+5,116
|
+4%
|
|
|
19
|
Royal Fund Management
Lady Lake,
Florida
|
$7.18M
|
+$2.31M
|
+44,297
|
+47%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$6.93M
|
+$2.95M
|
+56,612
|
+74%
|
|
|
21
|
Horan Securities
Cincinnati,
United States
|
$6.42M
|
+$5.81M
|
+111,471
|
+937%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$6.34M
|
+$4.8M
|
+92,220
|
+310%
|
|
|
23
|
Pasadena Private Wealth
Pasadena,
California
|
$6.3M
|
+$6.31M
|
+121,066
|
New
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$5.81M
|
-$470K
|
-9,033
|
-7%
|
|
|
25
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$5.8M
|
+$1.64M
|
+31,430
|
+39%
|
|
