|
1
|
Charles Schwab
San Francisco,
California
|
$41.7M
|
+$39.2M
|
+3,144,623
|
New
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.1M
|
-$480K
|
-38,507
|
-3%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$13.7M
|
-$3.44M
|
-276,317
|
-21%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
$12.2M
|
+$3.43M
|
+275,469
|
+43%
|
|
|
5
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$10.6M
|
+$176K
|
+14,139
|
+2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.5M
|
+$7.21M
|
+578,472
|
+269%
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$9.79M
|
+$6.41M
|
+514,215
|
+229%
|
|
|
8
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$9.58M
|
+$6.11M
|
+490,158
|
+211%
|
|
|
9
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$8.24M
|
+$7.75M
|
+621,570
|
New
|
|
|
10
|
|
$7.46M
|
+$6.28M
|
+503,501
|
+851%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.06M
|
+$3.47M
|
+278,474
|
+110%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$4.7M
|
+$22.1K
|
+1,775
|
+0.5%
|
|
|
13
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.37M
|
+$255K
|
+20,446
|
+9%
|
|
|
14
|
HBW Advisory Services
Simi Valley,
California
|
$3.36M
|
+$3.16M
|
+253,467
|
New
|
|
|
15
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$2.99M
|
+$952K
|
+76,397
|
+51%
|
|
|
16
|
KCM Investment Advisors
Greenbrae,
California
|
$2.7M
|
+$35.6K
|
+2,858
|
+1%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$2.7M
|
+$285K
|
+22,878
|
+13%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.12M
|
+$858K
|
+68,798
|
+75%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$2.03M
|
+$128K
|
+10,257
|
+7%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$1.9M
|
+$466K
|
+37,405
|
+35%
|
|
|
21
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1.88M
|
-$78.4K
|
-6,290
|
-4%
|
|
|
22
|
55I LLC
Boston,
Massachusetts
|
$1.73M
|
+$95K
|
+7,618
|
+6%
|
|
|
23
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$1.55M
|
-$8.44K
|
-677
|
-0.6%
|
|
|
24
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.49M
|
+$1.4M
|
+112,617
|
New
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.46M
|
+$804K
|
+64,532
|
+143%
|
|
