|
1
|
3EDGE Asset Management
Naples,
Florida
|
$129M
|
-$77.5M
|
-1,540,710
|
-38%
|
|
|
2
|
Carrera Capital Advisors
Troy,
Michigan
|
$94.2M
|
+$93.9M
|
+1,868,251
|
New
|
|
|
3
|
a16z Perennial Management
Menlo Park,
California
|
$70.2M
|
-$6.67M
|
-132,683
|
-9%
|
|
|
4
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$68.3M
|
+$3.58M
|
+71,222
|
+6%
|
|
|
5
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$32M
|
-$284K
|
-5,654
|
-0.9%
|
|
|
6
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$31.5M
|
-$283K
|
-5,635
|
-0.9%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$24.3M
|
-$4.28M
|
-85,057
|
-15%
|
|
|
8
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$24.3M
|
-$4.28M
|
-85,057
|
-15%
|
|
|
9
|
TownSquare Capital
Provo,
Utah
|
$24M
|
-$9.13M
|
-181,553
|
-28%
|
|
|
10
|
Northland Capital Management
Virginia,
Minnesota
|
$23.9M
|
+$23.8M
|
+473,290
|
New
|
|
|
11
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$22.6M
|
–
|
–
|
–
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$22.4M
|
+$538K
|
+10,698
|
+2%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.9M
|
-$3.2M
|
-63,639
|
-17%
|
|
|
14
|
JDM Financial Group
Austin,
Texas
|
$14.5M
|
+$14.4M
|
+285,463
|
+10,232%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$13.3M
|
+$4.77M
|
+94,947
|
+56%
|
|
|
16
|
Strait & Sound Wealth Management
San Francisco,
California
|
$12.9M
|
-$1.16M
|
-23,103
|
-8%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12.7M
|
+$982K
|
+19,534
|
+8%
|
|
|
18
|
Advisors Preferred
Rockville,
Maryland
|
$12M
|
+$12M
|
+239,600
|
New
|
|
|
19
|
Blume Capital Management
Berkeley,
California
|
$11.9M
|
+$4.64M
|
+92,317
|
+64%
|
|
|
20
|
Stadion Money Management
Watkinsville,
Georgia
|
$9.96M
|
+$1.21M
|
+23,982
|
+14%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.4M
|
-$5.32M
|
-105,793
|
-36%
|
|
|
22
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$8.52M
|
+$8.61M
|
+171,318
|
New
|
|
|
23
|
Diversify Wealth Management
Sandy,
Utah
|
$8.2M
|
+$5.49M
|
+109,160
|
+203%
|
|
|
24
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$7.91M
|
-$301K
|
-5,988
|
-4%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.22M
|
-$587K
|
-11,680
|
-9%
|
|
