|
1
|
Charles Schwab
San Francisco,
California
|
$99.5M
|
+$70.7M
|
+1,880,505
|
+258%
|
|
|
2
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$33.5M
|
+$7.52M
|
+200,051
|
+29%
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$16.5M
|
+$307K
|
+8,176
|
+2%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.4M
|
-$2.27M
|
-60,341
|
-12%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15.4M
|
+$9.15M
|
+243,199
|
+153%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.6M
|
+$3.29M
|
+87,458
|
+30%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.5M
|
+$7.3M
|
+194,139
|
+105%
|
|
|
8
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$11.2M
|
+$6.31M
|
+167,883
|
+137%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$10.1M
|
+$7.19M
|
+191,166
|
+263%
|
|
|
10
|
Morningstar Investment Services
Chicago,
Illinois
|
$9.19M
|
+$9.15M
|
+243,322
|
New
|
|
|
11
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$8.97M
|
-$3.66M
|
-97,224
|
-29%
|
|
|
12
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$7.28M
|
-$72.5K
|
-1,928
|
-1%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$7.15M
|
-$134K
|
-3,563
|
-2%
|
|
|
14
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$6.87M
|
-$76.4K
|
-2,031
|
-1%
|
|
|
15
|
Mirsky Financial Management
Rochester,
New York
|
$4.89M
|
+$103K
|
+2,751
|
+2%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$4.5M
|
+$831K
|
+22,092
|
+23%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$3.98M
|
+$3.88M
|
+103,131
|
New
|
|
|
18
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$3.68M
|
+$1.43M
|
+38,069
|
+65%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.56M
|
-$148K
|
-3,940
|
-4%
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
$3.13M
|
+$5.42K
|
+144
|
+0.2%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$2.89M
|
-$327K
|
-8,702
|
-10%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$2.77M
|
+$856K
|
+22,762
|
+46%
|
|
|
23
|
55I LLC
Boston,
Massachusetts
|
$2.74M
|
+$767K
|
+20,398
|
+40%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$2.5M
|
+$1.41M
|
+37,448
|
+134%
|
|
|
25
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$2.23M
|
+$2.2M
|
+58,486
|
New
|
|
