|
1
|
Lido Advisors
Los Angeles,
California
|
$71.5M
|
+$13.6M
|
+166,010
|
+23%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$39.1M
|
+$857K
|
+10,459
|
+2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$20.3M
|
-$2.18M
|
-26,626
|
-10%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.4M
|
+$808K
|
+9,855
|
+5%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$14.5M
|
+$10.1M
|
+123,264
|
+216%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$13M
|
-$566K
|
-6,908
|
-4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$11.8M
|
+$6.44M
|
+78,558
|
+114%
|
|
|
8
|
Empowered Funds
Havertown,
Pennsylvania
|
$11.7M
|
+$11.9M
|
+145,281
|
New
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$9.51M
|
-$700K
|
-8,542
|
-7%
|
|
|
10
|
Brookstone Capital Management
Wheaton,
Illinois
|
$9.08M
|
-$32M
|
-390,951
|
-78%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$8.89M
|
+$327K
|
+3,984
|
+4%
|
|
|
12
|
Vicus Capital
State College,
Pennsylvania
|
$8.32M
|
+$8.5M
|
+103,676
|
New
|
|
|
13
|
Monumental Financial Group
Rockville,
Maryland
|
$8.12M
|
+$771K
|
+9,406
|
+10%
|
|
|
14
|
|
$7.96M
|
-$51.5K
|
-628
|
-0.6%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.8M
|
-$1.22M
|
-14,877
|
-13%
|
|
|
16
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$7.56M
|
+$1M
|
+12,230
|
+15%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.21M
|
-$207K
|
-2,524
|
-3%
|
|
|
18
|
RWA Wealth Partners
Newton,
Massachusetts
|
$6M
|
+$6.12M
|
+74,713
|
New
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$5.98M
|
-$1.86M
|
-22,737
|
-23%
|
|
|
20
|
55I LLC
Boston,
Massachusetts
|
$5.88M
|
-$30.7K
|
-374
|
-0.5%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$5.42M
|
+$5.53M
|
+67,474
|
New
|
|
|
22
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$4.65M
|
+$266K
|
+3,248
|
+6%
|
|
|
23
|
Mirsky Financial Management
Rochester,
New York
|
$4.5M
|
+$111K
|
+1,359
|
+2%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$4.32M
|
-$20.8K
|
-254
|
-0.5%
|
|
|
25
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$4.24M
|
-$233K
|
-2,843
|
-5%
|
|
