|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$267M
|
+$19.9M
|
+294,168
|
+9%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$48.8M
|
-$607K
|
-8,958
|
-1%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$41.4M
|
+$4.17M
|
+61,496
|
+12%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$32.6M
|
+$565K
|
+8,343
|
+2%
|
|
|
5
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$30.7M
|
+$3.19M
|
+47,108
|
+13%
|
|
|
6
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$30.3M
|
+$623K
|
+9,201
|
+2%
|
|
|
7
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$19.1M
|
-$4.82M
|
-71,184
|
-21%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$15.6M
|
+$14.6M
|
+215,467
|
New
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$12.9M
|
+$2.41M
|
+35,598
|
+25%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.8M
|
+$2.29M
|
+33,870
|
+24%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$12.4M
|
+$797K
|
+11,756
|
+7%
|
|
|
12
|
|
$12M
|
+$138K
|
+2,042
|
+1%
|
|
|
13
|
King Wealth Management Group
Naples,
Florida
|
$11.3M
|
+$448K
|
+6,619
|
+4%
|
|
|
14
|
SVB Wealth
Boston,
Massachusetts
|
$11.3M
|
-$347K
|
-5,127
|
-3%
|
|
|
15
|
Spinnaker Trust
Portland,
Maine
|
$10.9M
|
-$459K
|
-6,771
|
-4%
|
|
|
16
|
Parallel Advisors
San Francisco,
California
|
$10.5M
|
-$238K
|
-3,520
|
-2%
|
|
|
17
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$10.5M
|
+$352K
|
+5,193
|
+4%
|
|
|
18
|
RWA Wealth Partners
Newton,
Massachusetts
|
$10.1M
|
+$153K
|
+2,261
|
+2%
|
|
|
19
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$9.1M
|
-$106K
|
-1,570
|
-1%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$8.47M
|
+$664K
|
+9,794
|
+9%
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
$7.49M
|
+$1.94M
|
+28,613
|
+38%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$7.23M
|
-$234K
|
-3,448
|
-3%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$7.2M
|
-$477K
|
-7,044
|
-7%
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$6.79M
|
+$534K
|
+7,881
|
+9%
|
|
|
25
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$5.99M
|
+$5.6M
|
+82,664
|
New
|
|
