|
1
|
Charles Schwab
San Francisco,
California
|
$89.2M
|
+$650K
|
+8,648
|
+0.7%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$46.2M
|
-$21.4K
|
-285
|
-0%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$19.2M
|
-$3.36M
|
-44,684
|
-15%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$17.3M
|
+$8.82M
|
+117,384
|
+107%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.6M
|
-$1.15M
|
-15,245
|
-7%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.1M
|
+$363K
|
+4,829
|
+3%
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$8.61M
|
+$3.75M
|
+49,929
|
+79%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.58M
|
-$9.58M
|
-127,420
|
-53%
|
|
|
9
|
|
$7.47M
|
+$1.55M
|
+20,688
|
+27%
|
|
|
10
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$7.22M
|
-$1.92M
|
-25,484
|
-21%
|
|
|
11
|
Crumly & Associates
Springfield,
Illinois
|
$7.07M
|
+$475K
|
+6,327
|
+7%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.99M
|
+$88.8K
|
+1,182
|
+1%
|
|
|
13
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$6.93M
|
-$550K
|
-7,314
|
-7%
|
|
|
14
|
Vicus Capital
State College,
Pennsylvania
|
$6.82M
|
-$937K
|
-12,471
|
-12%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$5.78M
|
-$247K
|
-3,293
|
-4%
|
|
|
16
|
55I LLC
Boston,
Massachusetts
|
$5.53M
|
+$24.3K
|
+324
|
+0.4%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$4.66M
|
+$493K
|
+6,560
|
+12%
|
|
|
18
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$4.54M
|
+$1.75M
|
+23,319
|
+64%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$4.33M
|
-$12.5M
|
-166,150
|
-75%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$4.29M
|
+$1.13K
|
+15
|
+0%
|
|
|
21
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$4.25M
|
-$45.7K
|
-608
|
-1%
|
|
|
22
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$3.81M
|
+$71.8K
|
+955
|
+2%
|
|
|
23
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$3.74M
|
+$208K
|
+2,773
|
+6%
|
|
|
24
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$3.69M
|
-$34.5M
|
-458,679
|
-91%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.38M
|
-$5.64K
|
-75
|
-0.2%
|
|
