|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$187M
|
+$30.8M
|
+662,177
|
+21%
|
|
|
2
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$24M
|
+$2.35M
|
+50,416
|
+11%
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$23.4M
|
+$1.54M
|
+33,176
|
+7%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.2M
|
-$1.75M
|
-37,576
|
-7%
|
|
|
5
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$17.7M
|
-$3.47M
|
-74,545
|
-17%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$12.3M
|
+$11.8M
|
+254,075
|
New
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$10.1M
|
+$337K
|
+7,238
|
+4%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.39M
|
-$245K
|
-5,263
|
-3%
|
|
|
9
|
Karp Capital Management
Sausalito,
California
|
$5.88M
|
+$548K
|
+11,761
|
+11%
|
|
|
10
|
Soltis Investment Advisors
St. George,
Utah
|
$5.16M
|
+$4.98M
|
+106,923
|
New
|
|
|
11
|
Vicus Capital
State College,
Pennsylvania
|
$4.95M
|
-$26.7K
|
-574
|
-0.6%
|
|
|
12
|
|
$4.82M
|
+$20.3K
|
+435
|
+0.4%
|
|
|
13
|
55I LLC
Boston,
Massachusetts
|
$4.43M
|
+$1.52M
|
+32,732
|
+55%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.1M
|
-$2.2M
|
-47,358
|
-36%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.08M
|
-$54.6K
|
-1,173
|
-1%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$3.98M
|
+$403K
|
+8,667
|
+12%
|
|
|
17
|
Spinnaker Trust
Portland,
Maine
|
$3.55M
|
-$31.9K
|
-685
|
-0.9%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.06M
|
-$608K
|
-13,070
|
-17%
|
|
|
19
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$2.95M
|
+$2.84M
|
+61,091
|
New
|
|
|
20
|
SVB Wealth
Boston,
Massachusetts
|
$2.65M
|
-$1.03M
|
-22,156
|
-29%
|
|
|
21
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$2.56M
|
-$7.03K
|
-151
|
-0.3%
|
|
|
22
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$2.46M
|
+$9.17K
|
+197
|
+0.4%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$2.42M
|
-$33.7K
|
-723
|
-1%
|
|
|
24
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$2.09M
|
+$28.7K
|
+617
|
+1%
|
|
|
25
|
Demars Financial Group
Spokane Valley,
Washington
|
$2.06M
|
+$1.98M
|
+42,603
|
New
|
|
