|
1
|
Charles Schwab
San Francisco,
California
|
$139M
|
-$47.4M
|
-1,015,587
|
-28%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.8M
|
+$21.3M
|
+455,631
|
+333%
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$26.9M
|
-$176K
|
-3,764
|
-0.7%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$15.2M
|
-$3.33M
|
-71,296
|
-20%
|
|
|
5
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$12.5M
|
+$10.7M
|
+230,352
|
+2,332%
|
|
|
6
|
Hilton Capital Management
Garden City,
New York
|
$10.8M
|
+$9.65M
|
+206,898
|
New
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.46M
|
+$1.03M
|
+22,074
|
+16%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.46M
|
+$3.89M
|
+83,291
|
+386%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$5.43M
|
-$89.3K
|
-1,914
|
-2%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.13M
|
+$683K
|
+14,646
|
+17%
|
|
|
11
|
Vicus Capital
State College,
Pennsylvania
|
$4.56M
|
+$2.94M
|
+63,069
|
+257%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$3.77M
|
+$223K
|
+4,769
|
+7%
|
|
|
13
|
55I LLC
Boston,
Massachusetts
|
$3.6M
|
+$1.22M
|
+26,253
|
+61%
|
|
|
14
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$3.34M
|
+$2.68M
|
+57,388
|
+836%
|
|
|
15
|
Spinnaker Trust
Portland,
Maine
|
$3.32M
|
-$393K
|
-8,432
|
-12%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$3.19M
|
+$16.3K
|
+349
|
+0.6%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.88M
|
-$197K
|
-4,218
|
-7%
|
|
|
18
|
|
$2.62M
|
+$665K
|
+14,258
|
+40%
|
|
|
19
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$2.55M
|
+$40.2K
|
+862
|
+2%
|
|
|
20
|
Soltis Investment Advisors
St. George,
Utah
|
$2.47M
|
+$2.21M
|
+47,423
|
New
|
|
|
21
|
Cribstone Capital Management
Augusta,
Maine
|
$2.23M
|
+$2M
|
+42,788
|
New
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$2.13M
|
+$109K
|
+2,344
|
+6%
|
|
|
23
|
Demars Financial Group
Spokane Valley,
Washington
|
$2.1M
|
-$192K
|
-4,118
|
-9%
|
|
|
24
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$2.05M
|
-$16.6K
|
-356
|
-0.9%
|
|
|
25
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$2.01M
|
-$870K
|
-18,657
|
-33%
|
|
