|
1
|
Charles Schwab
San Francisco,
California
|
$53.2M
|
-$8.14M
|
-372,369
|
-12%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$42.2M
|
+$6.91M
|
+316,413
|
+17%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.8M
|
+$1.84M
|
+84,090
|
+7%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
$24.2M
|
+$5.06M
|
+231,684
|
+23%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$20.5M
|
-$2.59M
|
-118,629
|
-10%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17.8M
|
-$200K
|
-9,150
|
-1%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.5M
|
-$711K
|
-32,554
|
-4%
|
|
|
8
|
|
$14.1M
|
+$2.77M
|
+126,952
|
+21%
|
|
|
9
|
Yarbrough Capital
Franklin,
Tennessee
|
$13.8M
|
–
|
–
|
–
|
|
|
10
|
Vicus Capital
State College,
Pennsylvania
|
$11.5M
|
-$2.54M
|
-116,027
|
-16%
|
|
|
11
|
Prudential Financial
Newark,
New Jersey
|
$6.85M
|
-$362K
|
-16,556
|
-5%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$5.76M
|
-$150K
|
-6,847
|
-2%
|
|
|
13
|
Wealth Quarterback
Toms River,
New Jersey
|
$5.54M
|
+$6.24M
|
+285,452
|
New
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.93M
|
+$984K
|
+45,038
|
+22%
|
|
|
15
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$4.89M
|
+$187K
|
+8,573
|
+4%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$4.85M
|
+$1.46M
|
+66,935
|
+37%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$4.71M
|
+$42.2K
|
+1,931
|
+0.8%
|
|
|
18
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$4.66M
|
+$1.72M
|
+78,776
|
+49%
|
|
|
19
|
KCM Investment Advisors
Greenbrae,
California
|
$4.56M
|
+$55.7K
|
+2,548
|
+1%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$4.07M
|
+$2.39M
|
+109,513
|
+109%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$3.86M
|
+$425K
|
+19,474
|
+11%
|
|
|
22
|
Cutler Capital Management
Worcester,
Massachusetts
|
$3.44M
|
+$523K
|
+23,945
|
+16%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$3.39M
|
-$39.8K
|
-1,820
|
-1%
|
|
|
24
|
Q3 Asset Management
Birmingham,
Michigan
|
$3.28M
|
+$567K
|
+25,945
|
+18%
|
|
|
25
|
Tower Research Capital (TRC)
New York
|
$3.24M
|
-$122K
|
-5,603
|
-3%
|
|
