|
1
|
Lido Advisors
Los Angeles,
California
|
$15M
|
+$3.29M
|
+68,339
|
+30%
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$12.8M
|
+$347K
|
+7,205
|
+3%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.37M
|
+$2.6M
|
+53,952
|
+41%
|
|
|
4
|
Brookstone Capital Management
Wheaton,
Illinois
|
$8.27M
|
-$1.53M
|
-31,708
|
-16%
|
|
|
5
|
Peak Financial Management
Wellesley,
Massachusetts
|
$8.23M
|
-$58.6K
|
-1,217
|
-0.7%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.54M
|
+$313K
|
+6,510
|
+5%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.34M
|
-$1.99M
|
-41,311
|
-25%
|
|
|
8
|
Personal CFO Solutions
Chester,
New Jersey
|
$6.04M
|
+$295K
|
+6,137
|
+5%
|
|
|
9
|
Mirsky Financial Management
Rochester,
New York
|
$4.72M
|
+$728K
|
+15,118
|
+19%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$4.53M
|
+$385K
|
+8,001
|
+10%
|
|
|
11
|
|
$3.84M
|
+$11.3K
|
+235
|
+0.3%
|
|
|
12
|
Tocqueville Asset Management
New York
|
$3.71M
|
+$73.6K
|
+1,529
|
+2%
|
|
|
13
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.55M
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$3.42M
|
+$2.57M
|
+53,359
|
+366%
|
|
|
15
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.18M
|
-$265K
|
-5,496
|
-11%
|
|
|
16
|
Bowling Portfolio Management
Cincinnati,
Ohio
|
$2.17M
|
-$116K
|
-2,401
|
-5%
|
|
|
17
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$2.04M
|
+$555K
|
+11,523
|
+40%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2M
|
-$4.7M
|
-97,551
|
-71%
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$1.81M
|
+$421K
|
+8,746
|
+32%
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
$1.81M
|
+$795K
|
+16,515
|
+85%
|
|
|
21
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.67M
|
-$921K
|
-19,127
|
-37%
|
|
|
22
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.66M
|
+$69K
|
+1,433
|
+5%
|
|
|
23
|
Flow Traders U.S.
New York
|
$1.62M
|
+$177K
|
+3,675
|
+13%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$1.52M
|
-$40.7K
|
-846
|
-3%
|
|
|
25
|
Spinnaker Trust
Portland,
Maine
|
$1.49M
|
+$98.2K
|
+2,040
|
+7%
|
|
