|
1
|
Charles Schwab
San Francisco,
California
|
$253M
|
-$22.3M
|
-301,866
|
-9%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$62.6M
|
+$2.92M
|
+39,555
|
+5%
|
|
|
3
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$53.7M
|
+$3.14M
|
+42,519
|
+8%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$50.4M
|
+$10.6M
|
+143,718
|
+31%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$50.2M
|
+$11.3M
|
+152,793
|
+33%
|
|
|
6
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$30M
|
+$23.5M
|
+318,578
|
+687%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.6M
|
-$8.21M
|
-111,320
|
-30%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$19.5M
|
-$2.78M
|
-37,758
|
-14%
|
|
|
9
|
Advisory Services Network
Atlanta,
Georgia
|
$19M
|
-$696K
|
-9,436
|
-4%
|
|
|
10
|
Halpern Financial
Ashburn,
Virginia
|
$14.5M
|
+$6.44M
|
+87,363
|
+99%
|
|
|
11
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$13.4M
|
+$10.2M
|
+137,767
|
+554%
|
|
|
12
|
King Wealth Management Group
Naples,
Florida
|
$13M
|
-$9.51K
|
-129
|
-0.1%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.5M
|
+$388K
|
+5,262
|
+4%
|
|
|
14
|
Crumly & Associates
Springfield,
Illinois
|
$11.7M
|
+$4.18M
|
+56,624
|
+66%
|
|
|
15
|
|
$11.6M
|
+$1.11M
|
+15,036
|
+12%
|
|
|
16
|
RWA Wealth Partners
Newton,
Massachusetts
|
$11.5M
|
-$51.3K
|
-696
|
-0.5%
|
|
|
17
|
Spinnaker Trust
Portland,
Maine
|
$11.3M
|
-$815K
|
-11,047
|
-7%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$10.6M
|
+$1.45M
|
+19,719
|
+18%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$10.6M
|
+$868K
|
+11,776
|
+10%
|
|
|
20
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$10.2M
|
+$81.2K
|
+1,101
|
+0.9%
|
|
|
21
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$8.82M
|
+$557K
|
+7,558
|
+8%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$8.52M
|
-$324K
|
-4,390
|
-4%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$8.22M
|
-$870K
|
-11,796
|
-11%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$7.6M
|
-$418K
|
-5,663
|
-6%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.31M
|
+$6.23M
|
+84,445
|
+1,905%
|
|
