|
1
|
Lido Advisors
Los Angeles,
California
|
$15.3M
|
+$495K
|
+10,346
|
+3%
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$14M
|
+$1.29M
|
+26,931
|
+11%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.28M
|
-$930K
|
-19,458
|
-10%
|
|
|
4
|
Peak Financial Management
Wellesley,
Massachusetts
|
$8.04M
|
-$72.8K
|
-1,522
|
-0.9%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.97M
|
+$1.65M
|
+34,512
|
+27%
|
|
|
6
|
Beaumont Capital Management
Boston,
Massachusetts
|
$6.99M
|
+$6.73M
|
+140,731
|
New
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.42M
|
-$36.3K
|
-760
|
-0.6%
|
|
|
8
|
Brookstone Capital Management
Wheaton,
Illinois
|
$5.2M
|
-$2.91M
|
-60,940
|
-37%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$4.71M
|
+$4.53M
|
+94,736
|
New
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$4.17M
|
-$287K
|
-6,007
|
-7%
|
|
|
11
|
Connectus Wealth
Cincinnati,
Ohio
|
$3.84M
|
+$3.64M
|
+76,169
|
New
|
|
|
12
|
Tocqueville Asset Management
New York
|
$3.7M
|
+$39.3K
|
+822
|
+1%
|
|
|
13
|
|
$3.24M
|
+$1.71M
|
+35,746
|
+121%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$3.19M
|
+$2.33M
|
+48,645
|
+312%
|
|
|
15
|
|
$2.93M
|
-$829K
|
-17,331
|
-23%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.6M
|
+$601K
|
+12,572
|
+32%
|
|
|
17
|
Bowling Portfolio Management
Cincinnati,
Ohio
|
$1.91M
|
-$225K
|
-4,707
|
-11%
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$1.8M
|
+$16.7K
|
+349
|
+1%
|
|
|
19
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$1.68M
|
-$322K
|
-6,738
|
-17%
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.65M
|
+$4.83K
|
+101
|
+0.3%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$1.6M
|
+$103K
|
+2,155
|
+7%
|
|
|
22
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.58M
|
-$49.1K
|
-1,027
|
-3%
|
|
|
23
|
Personal CFO Solutions
Chester,
New Jersey
|
$1.56M
|
-$4.24M
|
-88,617
|
-74%
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
$1.54M
|
+$1.92M
|
+40,080
|
+2,743%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$1.5M
|
+$363K
|
+7,593
|
+34%
|
|
