|
1
|
Lido Advisors
Los Angeles,
California
|
$24.9M
|
+$1.48M
|
+37,845
|
+6%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.39M
|
+$4.07M
|
+104,478
|
+81%
|
|
|
3
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$9.23M
|
-$193K
|
-4,938
|
-2%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$7.18M
|
+$492K
|
+12,607
|
+8%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.87M
|
+$2.48M
|
+63,593
|
+59%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.34M
|
-$361K
|
-9,247
|
-6%
|
|
|
7
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$4.67M
|
+$680K
|
+17,439
|
+18%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.16M
|
+$537K
|
+13,773
|
+15%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$4.1M
|
+$1.35M
|
+34,567
|
+51%
|
|
|
10
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$3.88M
|
-$214K
|
-5,477
|
-5%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$3.48M
|
+$301K
|
+7,713
|
+10%
|
|
|
12
|
55I LLC
Boston,
Massachusetts
|
$3.13M
|
+$282K
|
+7,237
|
+10%
|
|
|
13
|
Personal CFO Solutions
Chester,
New Jersey
|
$3M
|
+$3.31M
|
+84,847
|
New
|
|
|
14
|
Stephens Inc
Little Rock,
Arkansas
|
$2.95M
|
+$2.86M
|
+73,385
|
New
|
|
|
15
|
Spinnaker Trust
Portland,
Maine
|
$2.66M
|
-$1.07M
|
-27,571
|
-29%
|
|
|
16
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$2.58M
|
-$318K
|
-8,152
|
-12%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$2.35M
|
+$289K
|
+7,418
|
+14%
|
|
|
18
|
|
$2.32M
|
+$158K
|
+4,055
|
+8%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.12M
|
+$15.5K
|
+398
|
+0.8%
|
|
|
20
|
Soltis Investment Advisors
St. George,
Utah
|
$2.03M
|
+$1.97M
|
+50,520
|
New
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.73M
|
-$39.9K
|
-1,024
|
-2%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$1.72M
|
+$1.67M
|
+42,935
|
New
|
|
|
23
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$1.67M
|
-$11.5K
|
-294
|
-0.7%
|
|
|
24
|
SVB Wealth
Boston,
Massachusetts
|
$1.61M
|
-$832K
|
-21,334
|
-35%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$1.43M
|
-$169K
|
-4,337
|
-11%
|
|
