|
1
|
Charles Schwab
San Francisco,
California
|
$139M
|
+$169M
|
+3,682,290
|
New
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$19.7M
|
+$1.64M
|
+35,807
|
+7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$13.7M
|
+$7M
|
+152,760
|
+73%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.3M
|
-$583K
|
-12,709
|
-8%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.17M
|
-$15.7M
|
-343,515
|
-72%
|
|
|
6
|
Karp Capital Management
Sausalito,
California
|
$4.63M
|
+$38.3K
|
+836
|
+0.7%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$4.01M
|
+$1.09M
|
+23,867
|
+29%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.17M
|
+$3.84M
|
+83,859
|
New
|
|
|
9
|
Spinnaker Trust
Portland,
Maine
|
$2.73M
|
-$56K
|
-1,221
|
-2%
|
|
|
10
|
Smart Portfolios LLC
Seattle,
Washington
|
$2.73M
|
+$3.31M
|
+72,257
|
New
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$2.58M
|
+$1.99M
|
+43,466
|
+175%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$2.56M
|
+$1.45M
|
+31,661
|
+88%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$2.3M
|
+$500K
|
+10,900
|
+22%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.25M
|
-$174K
|
-3,804
|
-6%
|
|
|
15
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$2.16M
|
-$177K
|
-3,851
|
-6%
|
|
|
16
|
Strategic Wealth Management
Kirkland,
Washington
|
$2.01M
|
+$2.44M
|
+53,167
|
New
|
|
|
17
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$1.82M
|
-$131K
|
-2,853
|
-6%
|
|
|
18
|
55I LLC
Boston,
Massachusetts
|
$1.76M
|
-$2.25M
|
-49,036
|
-53%
|
|
|
19
|
Demars Financial Group
Spokane Valley,
Washington
|
$1.68M
|
+$82.5K
|
+1,799
|
+4%
|
|
|
20
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$1.5M
|
-$72.3K
|
-1,577
|
-4%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$1.46M
|
-$9.88M
|
-215,436
|
-85%
|
|
|
22
|
|
$1.36M
|
-$2.93M
|
-63,956
|
-64%
|
|
|
23
|
SVB Wealth
Boston,
Massachusetts
|
$1.34M
|
-$894K
|
-19,499
|
-35%
|
|
|
24
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$1.3M
|
+$121K
|
+2,631
|
+8%
|
|
|
25
|
Beck Capital Management
Austin,
Texas
|
$1.25M
|
-$148K
|
-3,224
|
-9%
|
|
