|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$30.6M
|
-$76.7M
|
-2,085,219
|
-72%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.5M
|
-$2M
|
-54,453
|
-8%
|
|
|
3
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$17.7M
|
-$3M
|
-81,518
|
-15%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
$13.5M
|
-$69.1K
|
-1,879
|
-0.5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$9.87M
|
+$59K
|
+1,604
|
+0.6%
|
|
|
6
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$8.52M
|
-$780K
|
-21,206
|
-9%
|
|
|
7
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$8.47M
|
-$1.03K
|
-28
|
-0%
|
|
|
8
|
Karp Capital Management
Sausalito,
California
|
$7.11M
|
+$289K
|
+7,846
|
+4%
|
|
|
9
|
RWA Wealth Partners
Newton,
Massachusetts
|
$6.49M
|
-$869K
|
-23,609
|
-12%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.33M
|
-$1.85M
|
-50,240
|
-26%
|
|
|
11
|
Mirsky Financial Management
Rochester,
New York
|
$3.84M
|
+$315K
|
+8,552
|
+9%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.84M
|
+$618K
|
+16,799
|
+20%
|
|
|
13
|
SVB Wealth
Boston,
Massachusetts
|
$3.57M
|
-$83.7K
|
-2,274
|
-2%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$3.18M
|
+$405K
|
+10,998
|
+15%
|
|
|
15
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$2.84M
|
+$2.77M
|
+75,266
|
New
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$2.81M
|
+$2.75M
|
+74,653
|
New
|
|
|
17
|
Advisory Services Network
Atlanta,
Georgia
|
$2.47M
|
-$920K
|
-25,009
|
-28%
|
|
|
18
|
Spinnaker Trust
Portland,
Maine
|
$2.37M
|
-$591K
|
-16,073
|
-20%
|
|
|
19
|
Silverleafe Capital Partners
Germantown,
Tennessee
|
$2.35M
|
-$84.4K
|
-2,294
|
-4%
|
|
|
20
|
55I LLC
Boston,
Massachusetts
|
$2.22M
|
+$966K
|
+26,263
|
+80%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$2.22M
|
-$38.5K
|
-1,047
|
-2%
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$2.14M
|
+$440K
|
+11,953
|
+27%
|
|
|
23
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$2.08M
|
+$80.6K
|
+2,192
|
+4%
|
|
|
24
|
Demars Financial Group
Spokane Valley,
Washington
|
$2.04M
|
+$2M
|
+54,235
|
New
|
|
|
25
|
|
$1.93M
|
+$182K
|
+4,953
|
+11%
|
|
