|
1
|
Lido Advisors
Los Angeles,
California
|
$58.7M
|
+$9.45M
|
+119,381
|
+20%
|
|
|
2
|
Brookstone Capital Management
Wheaton,
Illinois
|
$41.2M
|
+$39.8M
|
+502,066
|
New
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$38.7M
|
-$54.8M
|
-691,452
|
-59%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$22.6M
|
+$2.17M
|
+27,375
|
+11%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.7M
|
-$855K
|
-10,797
|
-5%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.7M
|
-$168K
|
-2,118
|
-1%
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$10.3M
|
+$1.13M
|
+14,244
|
+13%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.08M
|
-$33.8K
|
-427
|
-0.4%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$8.65M
|
-$9.54M
|
-120,416
|
-53%
|
|
|
10
|
|
$8.09M
|
+$157K
|
+1,988
|
+2%
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$7.88M
|
+$1.71M
|
+21,583
|
+29%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.49M
|
+$66.4K
|
+839
|
+0.9%
|
|
|
13
|
Monumental Financial Group
Rockville,
Maryland
|
$7.44M
|
+$6.61M
|
+83,426
|
+999%
|
|
|
14
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$6.64M
|
-$709K
|
-8,952
|
-10%
|
|
|
15
|
55I LLC
Boston,
Massachusetts
|
$5.97M
|
+$92.1K
|
+1,163
|
+2%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$5.58M
|
+$613K
|
+7,742
|
+13%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$4.63M
|
+$20.3K
|
+256
|
+0.5%
|
|
|
18
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$4.54M
|
-$281K
|
-3,550
|
-6%
|
|
|
19
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$4.51M
|
-$317
|
-4
|
-0%
|
|
|
20
|
Mirsky Financial Management
Rochester,
New York
|
$4.43M
|
+$4.11M
|
+51,912
|
+1,876%
|
|
|
21
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$4.43M
|
+$449K
|
+5,665
|
+12%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$4.39M
|
-$167K
|
-2,106
|
-4%
|
|
|
23
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$4.05M
|
–
|
–
|
–
|
|
|
24
|
Allegiant Private Advisors
Sarasota,
Florida
|
$4M
|
+$2.96M
|
+37,411
|
+314%
|
|
|
25
|
Crumly & Associates
Springfield,
Illinois
|
$3.99M
|
-$3.44M
|
-43,472
|
-47%
|
|
