|
1
|
Charles Schwab
San Francisco,
California
|
$24.6M
|
+$27.6M
|
+761,490
|
New
|
|
|
2
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$14.6M
|
+$16.3M
|
+451,596
|
New
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.7M
|
+$10.2M
|
+281,910
|
+199%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
$12.4M
|
+$961K
|
+26,564
|
+7%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$9.09M
|
+$7.46M
|
+206,282
|
+276%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.82M
|
+$9.84M
|
+271,893
|
New
|
|
|
7
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$7.28M
|
+$7.24K
|
+200
|
+0.1%
|
|
|
8
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$6.59M
|
+$6.91M
|
+191,026
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$6.29M
|
-$2.43M
|
-67,127
|
-26%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.17M
|
-$15.7M
|
-433,651
|
-69%
|
|
|
11
|
Mirsky Financial Management
Rochester,
New York
|
$3.42M
|
+$132K
|
+3,647
|
+4%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$3.3M
|
+$3.5M
|
+96,621
|
+1,822%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.09M
|
-$226K
|
-6,248
|
-6%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.96M
|
+$3.24M
|
+89,630
|
+4,806%
|
|
|
15
|
Advisory Services Network
Atlanta,
Georgia
|
$2.94M
|
+$912K
|
+25,194
|
+38%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$2.83M
|
+$108K
|
+2,985
|
+4%
|
|
|
17
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$2.54M
|
+$118K
|
+3,264
|
+4%
|
|
|
18
|
Mutual Advisors
Omaha,
Nebraska
|
$2.19M
|
+$2.44M
|
+67,555
|
New
|
|
|
19
|
SVB Wealth
Boston,
Massachusetts
|
$2.15M
|
-$1.02M
|
-28,199
|
-30%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$2.1M
|
+$218K
|
+6,024
|
+10%
|
|
|
21
|
Spinnaker Trust
Portland,
Maine
|
$2.02M
|
-$21.3K
|
-590
|
-0.9%
|
|
|
22
|
55I LLC
Boston,
Massachusetts
|
$1.83M
|
-$212K
|
-5,860
|
-10%
|
|
|
23
|
Demars Financial Group
Spokane Valley,
Washington
|
$1.83M
|
+$80.2K
|
+2,215
|
+4%
|
|
|
24
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$1.64M
|
+$712K
|
+19,680
|
+64%
|
|
|
25
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$1.5M
|
-$37.3K
|
-1,030
|
-2%
|
|
