|
1
|
Carrera Capital Advisors
Troy,
Michigan
|
$113M
|
+$18.8M
|
+374,859
|
+20%
|
|
|
2
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$110M
|
+$41.5M
|
+826,181
|
+61%
|
|
|
3
|
3EDGE Asset Management
Naples,
Florida
|
$50.7M
|
-$77.5M
|
-1,542,918
|
-60%
|
|
|
4
|
SoundView Advisors
Olympia,
Washington
|
$23M
|
+$23M
|
+457,561
|
New
|
|
|
5
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$22.5M
|
–
|
–
|
–
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$21.2M
|
+$8.03M
|
+159,757
|
+61%
|
|
|
7
|
JDM Financial Group
Austin,
Texas
|
$18.5M
|
+$4M
|
+79,604
|
+28%
|
|
|
8
|
Pineridge Advisors
St. Charles,
Missouri
|
$15.1M
|
+$10.5M
|
+207,967
|
+222%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14.2M
|
+$1.63M
|
+32,344
|
+13%
|
|
|
10
|
TownSquare Capital
Provo,
Utah
|
$13.8M
|
-$10.1M
|
-200,603
|
-42%
|
|
|
11
|
Blume Capital Management
Berkeley,
California
|
$13M
|
+$1.17M
|
+23,327
|
+10%
|
|
|
12
|
Advisors Preferred
Rockville,
Maryland
|
$12M
|
–
|
–
|
–
|
|
|
13
|
Strait & Sound Wealth Management
San Francisco,
California
|
$12M
|
-$801K
|
-15,932
|
-6%
|
|
|
14
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$11.2M
|
-$20.7M
|
-411,715
|
-65%
|
|
|
15
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$10.7M
|
-$20.7M
|
-411,715
|
-66%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$10.6M
|
+$7.91M
|
+157,446
|
+292%
|
|
|
17
|
Stadion Money Management
Watkinsville,
Georgia
|
$9.68M
|
-$271K
|
-5,396
|
-3%
|
|
|
18
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$8.31M
|
-$289K
|
-5,749
|
-3%
|
|
|
19
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$7.13M
|
-$742K
|
-14,759
|
-9%
|
|
|
20
|
Diversify Wealth Management
Sandy,
Utah
|
$5.93M
|
-$2.26M
|
-44,920
|
-28%
|
|
|
21
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$5.71M
|
+$647K
|
+12,865
|
+13%
|
|
|
22
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.46M
|
-$36.4K
|
-724
|
-0.7%
|
|
|
23
|
Executive Wealth Management
Brighton,
Michigan
|
$5.29M
|
+$5.09M
|
+101,310
|
+2,526%
|
|
|
24
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$5.04M
|
+$685K
|
+13,628
|
+16%
|
|
|
25
|
Avantax Advisory Services
Dallas,
Texas
|
$4.49M
|
-$560K
|
-11,143
|
-11%
|
|
