|
1
|
Charles Schwab
San Francisco,
California
|
$82.9M
|
-$45.4M
|
-684,558
|
-37%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$43.3M
|
+$1.46M
|
+22,023
|
+4%
|
|
|
3
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$36.2M
|
+$33.6M
|
+505,823
|
New
|
|
|
4
|
Hilton Capital Management
Garden City,
New York
|
$24.2M
|
-$1.46M
|
-21,982
|
-6%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$21.2M
|
+$2.91M
|
+43,871
|
+17%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.1M
|
-$363K
|
-5,464
|
-2%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$15.9M
|
+$609K
|
+9,174
|
+4%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.7M
|
+$4.82M
|
+72,568
|
+49%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.9M
|
+$1.39M
|
+20,991
|
+14%
|
|
|
10
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$8.59M
|
-$1.57M
|
-23,705
|
-16%
|
|
|
11
|
Sheets Smith Investment Management
Houston,
Texas
|
$8.5M
|
+$7.89M
|
+118,914
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$7.85M
|
+$412K
|
+6,211
|
+6%
|
|
|
13
|
Vicus Capital
State College,
Pennsylvania
|
$7.28M
|
+$182K
|
+2,738
|
+3%
|
|
|
14
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$7.02M
|
+$931K
|
+14,031
|
+17%
|
|
|
15
|
Crumly & Associates
Springfield,
Illinois
|
$6.58M
|
+$5.34M
|
+80,441
|
+1,374%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.46M
|
-$1.2M
|
-18,097
|
-17%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$5.64M
|
-$284K
|
-4,281
|
-5%
|
|
|
18
|
|
$5.51M
|
+$898K
|
+13,527
|
+21%
|
|
|
19
|
55I LLC
Boston,
Massachusetts
|
$5.16M
|
-$188K
|
-2,834
|
-4%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$4.5M
|
-$2.32M
|
-35,000
|
-36%
|
|
|
21
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$4.02M
|
+$39K
|
+587
|
+1%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$4.02M
|
+$70.8K
|
+1,066
|
+2%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$3.9M
|
-$1.39M
|
-20,944
|
-28%
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.87M
|
-$44.9K
|
-676
|
-1%
|
|
|
25
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$3.5M
|
+$3.25M
|
+49,009
|
New
|
|
