|
1
|
Charles Schwab
San Francisco,
California
|
USD 24.6 M
|
+USD 27.6 M
|
+761,490
|
Nuevas
|
|
|
2
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
USD 14.6 M
|
+USD 16.3 M
|
+451,596
|
Nuevas
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
USD 13.7 M
|
+USD 10.2 M
|
+281,910
|
+199%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
USD 12.4 M
|
+USD 961 k
|
+26,564
|
+7%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
USD 9.09 M
|
+USD 7.46 M
|
+206,282
|
+276%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
USD 8.82 M
|
+USD 9.8 M
|
+271,893
|
Nuevas
|
|
|
7
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
USD 7.28 M
|
+USD 7.24 k
|
+200
|
+0.1%
|
|
|
8
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
USD 6.59 M
|
+USD 6.91 M
|
+191,026
|
Nuevas
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
USD 6.29 M
|
-USD 2.43 M
|
-67,127
|
-26%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 6.17 M
|
-USD 15.7 M
|
-433,651
|
-69%
|
|
|
11
|
Mirsky Financial Management
Rochester,
New York
|
USD 3.42 M
|
+USD 132 k
|
+3,647
|
+4%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
USD 3.3 M
|
+USD 3.5 M
|
+96,621
|
+1,822%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
USD 3.09 M
|
-USD 226 k
|
-6,248
|
-6%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 2.96 M
|
+USD 3.24 M
|
+89,630
|
+4,806%
|
|
|
15
|
Advisory Services Network
Atlanta,
Georgia
|
USD 2.94 M
|
+USD 912 k
|
+25,194
|
+38%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
USD 2.83 M
|
+USD 108 k
|
+2,985
|
+4%
|
|
|
17
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
USD 2.54 M
|
+USD 118 k
|
+3,264
|
+4%
|
|
|
18
|
Mutual Advisors
Omaha,
Nebraska
|
USD 2.18 M
|
+USD 2.44 M
|
+67,555
|
Nuevas
|
|
|
19
|
SVB Wealth
Boston,
Massachusetts
|
USD 2.15 M
|
-USD 1.02 M
|
-28,199
|
-30%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
USD 2.1 M
|
+USD 218 k
|
+6,024
|
+10%
|
|
|
21
|
Spinnaker Trust
Portland,
Maine
|
USD 2.02 M
|
-USD 21.3 k
|
-590
|
-0.9%
|
|
|
22
|
55I LLC
Boston,
Massachusetts
|
USD 1.83 M
|
-USD 212 k
|
-5,860
|
-10%
|
|
|
23
|
Demars Financial Group
Spokane Valley,
Washington
|
USD 1.83 M
|
+USD 80.2 k
|
+2,215
|
+4%
|
|
|
24
|
Atlas Capital Advisors
Jackson,
Wyoming
|
USD 1.64 M
|
+USD 712 k
|
+19,680
|
+64%
|
|
|
25
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
USD 1.5 M
|
-USD 37.3 k
|
-1,030
|
-2%
|
|
