|
1
|
Charles Schwab
San Francisco,
California
|
$163M
|
+$4.5M
|
+86,059
|
+3%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$41.6M
|
+$2.31M
|
+44,137
|
+6%
|
|
|
3
|
RWA Wealth Partners
Newton,
Massachusetts
|
$38.7M
|
+$336K
|
+6,429
|
+0.9%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$32.9M
|
-$4M
|
-76,578
|
-11%
|
|
|
5
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$31.8M
|
+$9.38M
|
+179,508
|
+42%
|
|
|
6
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$25.8M
|
+$2.53M
|
+48,435
|
+12%
|
|
|
7
|
LVZ Inc
Holland,
Michigan
|
$24.2M
|
+$791K
|
+15,130
|
+3%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$20.6M
|
+$20.5M
|
+392,287
|
New
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.1M
|
-$15.1M
|
-288,539
|
-43%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$16.4M
|
+$9.64M
|
+184,449
|
+146%
|
|
|
11
|
Halpern Financial
Ashburn,
Virginia
|
$16.2M
|
+$457K
|
+8,751
|
+3%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.2M
|
+$375K
|
+7,174
|
+3%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$14M
|
+$927K
|
+17,735
|
+7%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$11M
|
+$1.6M
|
+30,604
|
+17%
|
|
|
15
|
Karp Capital Management
Sausalito,
California
|
$9.91M
|
-$658K
|
-12,592
|
-6%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.74M
|
+$511K
|
+9,781
|
+6%
|
|
|
17
|
Vicus Capital
State College,
Pennsylvania
|
$9.54M
|
+$26.7K
|
+511
|
+0.3%
|
|
|
18
|
|
$9.33M
|
-$223K
|
-4,268
|
-2%
|
|
|
19
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$8.98M
|
-$3.53M
|
-67,438
|
-28%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$8.85M
|
+$136K
|
+2,594
|
+2%
|
|
|
21
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$8.52M
|
-$54.3K
|
-1,039
|
-0.6%
|
|
|
22
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$7.39M
|
+$552K
|
+10,557
|
+8%
|
|
|
23
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$7.23M
|
-$1.58M
|
-30,135
|
-18%
|
|
|
24
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$6.97M
|
-$420K
|
-8,032
|
-6%
|
|
|
25
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$6.86M
|
+$459K
|
+8,789
|
+7%
|
|
