|
1
|
Charles Schwab
San Francisco,
California
|
$25.4M
|
-$1.17M
|
-33,799
|
-4%
|
|
|
2
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$23.7M
|
+$7.85M
|
+226,717
|
+50%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.1M
|
+$2.28M
|
+65,898
|
+16%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
$14.8M
|
+$1.37M
|
+39,704
|
+10%
|
|
|
5
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$11.6M
|
+$11M
|
+317,390
|
+2,105%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.3M
|
+$774K
|
+22,354
|
+8%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$7.61M
|
+$7.28M
|
+210,214
|
+2,610%
|
|
|
8
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$7.21M
|
-$58.8K
|
-1,698
|
-0.9%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$6.66M
|
-$128K
|
-3,686
|
-2%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.47M
|
-$180K
|
-5,205
|
-3%
|
|
|
11
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$6.34M
|
+$3.58M
|
+103,399
|
+132%
|
|
|
12
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$6.01M
|
-$1.82M
|
-52,603
|
-23%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.55M
|
+$5.46M
|
+157,853
|
+12,115%
|
|
|
14
|
Mirsky Financial Management
Rochester,
New York
|
$4.37M
|
+$682K
|
+19,710
|
+19%
|
|
|
15
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$4.29M
|
+$4.26M
|
+122,953
|
New
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.39M
|
+$52.1K
|
+1,506
|
+2%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$3.22M
|
+$299K
|
+8,640
|
+10%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$2.95M
|
-$602K
|
-17,403
|
-17%
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
$2.86M
|
-$305K
|
-8,818
|
-10%
|
|
|
20
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$2.66M
|
+$2.64M
|
+76,376
|
New
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$2.54M
|
-$7.21M
|
-208,133
|
-74%
|
|
|
22
|
|
$2.34M
|
+$1.33M
|
+38,416
|
+134%
|
|
|
23
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$2.05M
|
+$384K
|
+11,104
|
+25%
|
|
|
24
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$2.04M
|
+$824K
|
+23,806
|
+69%
|
|
|
25
|
Spinnaker Trust
Portland,
Maine
|
$2.02M
|
-$158K
|
-4,552
|
-7%
|
|
