|
1
|
Lido Advisors
Los Angeles,
California
|
$11M
|
+$897K
|
+21,313
|
+9%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.02M
|
+$3.86M
|
+91,691
|
+82%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.9M
|
-$7.23M
|
-171,901
|
-49%
|
|
|
4
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$7.79M
|
-$1.38M
|
-32,873
|
-16%
|
|
|
5
|
Peak Financial Management
Wellesley,
Massachusetts
|
$7.45M
|
-$278K
|
-6,612
|
-4%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.2M
|
+$490K
|
+11,637
|
+8%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$5.74M
|
-$4.73M
|
-112,525
|
-46%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$5.25M
|
+$1.65M
|
+39,193
|
+49%
|
|
|
9
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$4.23M
|
+$3.61M
|
+85,824
|
New
|
|
|
10
|
|
$3.82M
|
+$1.11M
|
+26,484
|
+48%
|
|
|
11
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.82M
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.82M
|
+$2.27M
|
+53,846
|
+547%
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.35M
|
+$2.23M
|
+53,086
|
New
|
|
|
14
|
|
$2.21M
|
+$1.01M
|
+23,989
|
+92%
|
|
|
15
|
Spinnaker Trust
Portland,
Maine
|
$1.98M
|
+$137K
|
+3,256
|
+8%
|
|
|
16
|
|
$1.97M
|
+$50.6K
|
+1,203
|
+3%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$1.39M
|
+$45.3K
|
+1,076
|
+4%
|
|
|
18
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$1.37M
|
+$1.3M
|
+31,009
|
New
|
|
|
19
|
V Wealth Advisors
Overland Park,
Kansas
|
$1.32M
|
+$1.25M
|
+29,815
|
New
|
|
|
20
|
Slow Capital
Greenbrae,
California
|
$1.31M
|
+$44.9K
|
+1,068
|
+4%
|
|
|
21
|
Soltis Investment Advisors
St. George,
Utah
|
$1.06M
|
-$585K
|
-13,900
|
-37%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.06M
|
+$166K
|
+3,946
|
+20%
|
|
|
23
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.01M
|
+$692K
|
+16,458
|
+259%
|
|
|
24
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$995K
|
-$13.7K
|
-326
|
-1%
|
|
|
25
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$917K
|
+$44.3K
|
+1,052
|
+5%
|
|
