|
1
|
Charles Schwab
San Francisco,
California
|
$47.6M
|
+$1.14M
|
+80,468
|
+3%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.8M
|
-$282K
|
-19,972
|
-2%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$14.8M
|
-$432K
|
-30,603
|
-3%
|
|
|
4
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$14.1M
|
+$3.28M
|
+232,286
|
+32%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.5M
|
+$1.68M
|
+119,068
|
+15%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.1M
|
+$3.98M
|
+282,268
|
+53%
|
|
|
7
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$11.9M
|
+$148K
|
+10,499
|
+1%
|
|
|
8
|
Lido Advisors
Los Angeles,
California
|
$11M
|
-$2.49M
|
-176,297
|
-19%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$10.4M
|
-$518K
|
-36,701
|
-5%
|
|
|
10
|
|
$9.8M
|
+$1.44M
|
+101,825
|
+18%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$4.88M
|
-$337K
|
-23,908
|
-7%
|
|
|
12
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$4.85M
|
+$1.06M
|
+74,864
|
+29%
|
|
|
13
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$4.34M
|
+$4.16M
|
+294,489
|
New
|
|
|
14
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$3.17M
|
-$160K
|
-11,368
|
-5%
|
|
|
15
|
KCM Investment Advisors
Greenbrae,
California
|
$3.14M
|
+$130K
|
+9,207
|
+5%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$2.97M
|
-$34.3K
|
-2,429
|
-1%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$2.76M
|
+$480K
|
+33,982
|
+22%
|
|
|
18
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$2.61M
|
+$2.47M
|
+174,988
|
+10,385%
|
|
|
19
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$2.1M
|
+$6.9K
|
+489
|
+0.3%
|
|
|
20
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.07M
|
-$6.79M
|
-480,950
|
-77%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$2.04M
|
-$73.6K
|
-5,215
|
-4%
|
|
|
22
|
Tower Research Capital (TRC)
New York
|
$1.96M
|
+$1.85M
|
+130,955
|
+7,275%
|
|
|
23
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.86M
|
+$1.78M
|
+126,044
|
New
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$1.83M
|
+$959K
|
+67,959
|
+121%
|
|
|
25
|
55I LLC
Boston,
Massachusetts
|
$1.83M
|
-$92K
|
-6,515
|
-5%
|
|
