|
1
|
Lido Advisors
Los Angeles,
California
|
$42.6M
|
+$974K
|
+17,987
|
+2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.4M
|
+$5.4M
|
+99,720
|
+49%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.9M
|
-$5.71M
|
-105,493
|
-28%
|
|
|
4
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$11.5M
|
+$2.31M
|
+42,553
|
+25%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$10.7M
|
-$89.3K
|
-1,649
|
-0.8%
|
|
|
6
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$10.7M
|
-$461K
|
-8,512
|
-4%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.3M
|
+$294K
|
+5,428
|
+3%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$9.62M
|
+$382K
|
+7,044
|
+4%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$7.43M
|
+$2.87M
|
+52,917
|
+63%
|
|
|
10
|
Vicus Capital
State College,
Pennsylvania
|
$7.39M
|
+$584K
|
+10,776
|
+9%
|
|
|
11
|
Beaumont Capital Management
Boston,
Massachusetts
|
$6.58M
|
-$8.4K
|
-155
|
-0.1%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$6.36M
|
-$3.07M
|
-56,654
|
-33%
|
|
|
13
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$6.25M
|
+$6.24M
|
+115,187
|
New
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.3M
|
+$1.02M
|
+18,917
|
+24%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.29M
|
-$211K
|
-3,887
|
-4%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$5.15M
|
-$108K
|
-1,990
|
-2%
|
|
|
17
|
Personal CFO Solutions
Chester,
New Jersey
|
$5.07M
|
+$341K
|
+6,297
|
+7%
|
|
|
18
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$4.93M
|
+$145K
|
+2,679
|
+3%
|
|
|
19
|
|
$4.71M
|
+$86.2K
|
+1,591
|
+2%
|
|
|
20
|
Q3 Asset Management
Birmingham,
Michigan
|
$4.67M
|
+$2.54M
|
+46,870
|
+119%
|
|
|
21
|
Mirsky Financial Management
Rochester,
New York
|
$4.62M
|
+$4.39M
|
+81,120
|
+2,027%
|
|
|
22
|
55I LLC
Boston,
Massachusetts
|
$4.1M
|
-$30.2K
|
-557
|
-0.7%
|
|
|
23
|
Crumly & Associates
Springfield,
Illinois
|
$4.07M
|
+$1.08M
|
+19,909
|
+36%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$3.68M
|
+$153K
|
+2,831
|
+4%
|
|
|
25
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.57M
|
+$371K
|
+6,841
|
+12%
|
|
