|
1
|
Truist Financial
Charlotte,
North Carolina
|
$11M
|
+$5.38M
|
+115,848
|
+88%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$10.2M
|
-$3.88M
|
-83,520
|
-27%
|
|
|
3
|
Brookstone Capital Management
Wheaton,
Illinois
|
$9.07M
|
-$32.4M
|
-696,916
|
-78%
|
|
|
4
|
Vicus Capital
State College,
Pennsylvania
|
$7.55M
|
+$1.05M
|
+22,668
|
+15%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.41M
|
-$887K
|
-19,107
|
-10%
|
|
|
6
|
Peak Financial Management
Wellesley,
Massachusetts
|
$7.29M
|
+$70.7K
|
+1,524
|
+0.9%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.07M
|
+$2.8M
|
+60,213
|
+78%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.85M
|
-$1.17M
|
-25,273
|
-16%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.46M
|
-$1.96M
|
-42,244
|
-26%
|
|
|
10
|
Personal CFO Solutions
Chester,
New Jersey
|
$5.04M
|
-$261K
|
-5,612
|
-5%
|
|
|
11
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$4.66M
|
+$662K
|
+14,262
|
+16%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$3.63M
|
-$3.54M
|
-76,184
|
-48%
|
|
|
13
|
Mirsky Financial Management
Rochester,
New York
|
$3.48M
|
+$167K
|
+3,599
|
+5%
|
|
|
14
|
|
$3.37M
|
-$3.28M
|
-70,648
|
-48%
|
|
|
15
|
Tocqueville Asset Management
New York
|
$3.19M
|
+$79.8K
|
+1,720
|
+2%
|
|
|
16
|
Q3 Asset Management
Birmingham,
Michigan
|
$2.75M
|
-$2.67M
|
-57,534
|
-50%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.73M
|
+$25K
|
+539
|
+0.9%
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.31M
|
+$62.9K
|
+1,354
|
+3%
|
|
|
19
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.16M
|
+$196K
|
+4,229
|
+9%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.13M
|
+$1.77M
|
+38,028
|
+374%
|
|
|
21
|
Bowling Portfolio Management
Cincinnati,
Ohio
|
$2.01M
|
-$21.2K
|
-457
|
-1%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$1.83M
|
-$322K
|
-6,943
|
-14%
|
|
|
23
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.39M
|
+$11.6K
|
+250
|
+0.8%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$1.37M
|
+$25.2K
|
+543
|
+2%
|
|
|
25
|
|
$1.34M
|
-$571K
|
-12,306
|
-29%
|
|
