|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$28M
|
-$1.31M
|
-32,001
|
-5%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$20.9M
|
+$712K
|
+17,332
|
+4%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$13M
|
-$1.47M
|
-35,818
|
-10%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$9.15M
|
+$1.13M
|
+27,625
|
+15%
|
|
|
5
|
SVB Wealth
Boston,
Massachusetts
|
$6.94M
|
+$800K
|
+19,479
|
+13%
|
|
|
6
|
Personal CFO Solutions
Chester,
New Jersey
|
$5.56M
|
-$203K
|
-4,933
|
-4%
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.82M
|
+$627K
|
+15,283
|
+15%
|
|
|
8
|
Soltis Investment Advisors
St. George,
Utah
|
$4.69M
|
+$4.58M
|
+111,568
|
New
|
|
|
9
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$4.52M
|
+$975K
|
+23,759
|
+28%
|
|
|
10
|
Spinnaker Trust
Portland,
Maine
|
$3.67M
|
+$478K
|
+11,645
|
+15%
|
|
|
11
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$3.34M
|
-$730K
|
-17,789
|
-18%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$3.1M
|
-$57.2K
|
-1,393
|
-2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$3.08M
|
+$1.21M
|
+29,409
|
+67%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$2.95M
|
-$40.2K
|
-979
|
-1%
|
|
|
15
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$2.92M
|
+$2.85M
|
+69,367
|
New
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$2.75M
|
+$2.69M
|
+65,546
|
New
|
|
|
17
|
Advisor Group
Phoenix,
Arizona
|
$2.66M
|
-$325K
|
-7,912
|
-11%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.47M
|
-$64.1K
|
-1,562
|
-3%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.31M
|
-$71.9K
|
-1,752
|
-3%
|
|
|
20
|
|
$2.3M
|
-$817K
|
-19,901
|
-27%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.17M
|
+$126K
|
+3,074
|
+6%
|
|
|
22
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$2.03M
|
-$390K
|
-9,488
|
-16%
|
|
|
23
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$1.99M
|
-$46.2K
|
-1,126
|
-2%
|
|
|
24
|
55I LLC
Boston,
Massachusetts
|
$1.8M
|
+$1.28M
|
+31,269
|
+273%
|
|
|
25
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$1.49M
|
+$59.7K
|
+1,455
|
+4%
|
|
