|
1
|
Bank of America
Charlotte,
North Carolina
|
$125M
|
-$80.7M
|
-2,001,735
|
-40%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.1M
|
-$1.59M
|
-39,511
|
-8%
|
|
|
3
|
Estate Counselors
Thiensville,
Wisconsin
|
$13.7M
|
-$19.1K
|
-475
|
-0.1%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
$9.75M
|
+$1.23M
|
+30,595
|
+15%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.59M
|
+$1.15M
|
+28,431
|
+14%
|
|
|
6
|
|
$8.92M
|
+$8.04M
|
+199,508
|
+1,296%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.9M
|
-$1.53M
|
-38,016
|
-15%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.34M
|
-$1.49M
|
-36,930
|
-16%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$7M
|
+$1.21M
|
+30,083
|
+22%
|
|
|
10
|
Mirsky Financial Management
Rochester,
New York
|
$6.94M
|
+$209K
|
+5,190
|
+3%
|
|
|
11
|
Beaumont Capital Management
Boston,
Massachusetts
|
$6.33M
|
-$561K
|
-13,925
|
-8%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$6.06M
|
+$5.68M
|
+141,016
|
+2,779%
|
|
|
13
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$5.5M
|
+$665K
|
+16,498
|
+14%
|
|
|
14
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$5.3M
|
+$1.93M
|
+47,786
|
+60%
|
|
|
15
|
Advisory Services Network
Atlanta,
Georgia
|
$5.12M
|
-$1.35M
|
-33,489
|
-21%
|
|
|
16
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$3.88M
|
-$28.9M
|
-718,290
|
-89%
|
|
|
17
|
IFG Advisory
Atlanta,
Georgia
|
$3.28M
|
+$202K
|
+5,010
|
+7%
|
|
|
18
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$3.13M
|
-$437K
|
-10,850
|
-13%
|
|
|
19
|
Fortis Advisors
Wayne,
Pennsylvania
|
$2.95M
|
+$1.05M
|
+26,159
|
+38%
|
|
|
20
|
Demars Financial Group
Spokane Valley,
Washington
|
$2.62M
|
+$162K
|
+4,027
|
+7%
|
|
|
21
|
Monumental Financial Group
Rockville,
Maryland
|
$2.59M
|
+$2.52M
|
+62,483
|
New
|
|
|
22
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$2.23M
|
+$200K
|
+4,965
|
+10%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$1.99M
|
-$3.46M
|
-85,790
|
-64%
|
|
|
24
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$1.81M
|
-$11.6M
|
-287,226
|
-87%
|
|
|
25
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$1.75M
|
-$967
|
-24
|
-0.1%
|
|
