|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.4M
|
-$878K
|
-22,594
|
-4%
|
|
|
2
|
Roosevelt Investment Group
New York
|
$19.8M
|
+$39.5K
|
+1,017
|
+0.2%
|
|
|
3
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$13.5M
|
-$5.7M
|
-146,794
|
-30%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.5M
|
+$4.88M
|
+125,524
|
+76%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$11.4M
|
+$2.46M
|
+63,431
|
+28%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.4M
|
+$4.25M
|
+109,318
|
+71%
|
|
|
7
|
Lido Advisors
Los Angeles,
California
|
$9.1M
|
-$201K
|
-5,175
|
-2%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$8.68M
|
+$8.43M
|
+216,960
|
New
|
|
|
9
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$5.52M
|
-$1.84M
|
-47,390
|
-25%
|
|
|
10
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$5.35M
|
+$2.88M
|
+74,137
|
+121%
|
|
|
11
|
|
$3.67M
|
+$3.6M
|
+92,788
|
New
|
|
|
12
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$3.48M
|
-$657K
|
-16,915
|
-16%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$3.26M
|
+$141K
|
+3,632
|
+5%
|
|
|
14
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$2.97M
|
+$66.5K
|
+1,712
|
+2%
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.5M
|
–
|
–
|
–
|
|
|
16
|
Weaver Consulting Group
Huntington Beach,
California
|
$2.26M
|
-$4.58K
|
-118
|
-0.2%
|
|
|
17
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$2.21M
|
–
|
–
|
–
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.18M
|
+$95.5K
|
+2,458
|
+5%
|
|
|
19
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.43M
|
–
|
–
|
–
|
|
|
20
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.41M
|
-$232K
|
-5,961
|
-14%
|
|
|
21
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.36M
|
+$220K
|
+5,652
|
+20%
|
|
|
22
|
Argent Trust Co
Nashville,
Tennessee
|
$1.19M
|
–
|
–
|
–
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.16M
|
+$15.4K
|
+397
|
+1%
|
|
|
24
|
Avantax Advisory Services
Dallas,
Texas
|
$1.01M
|
+$573K
|
+14,741
|
+134%
|
|
|
25
|
Advisory Services Network
Atlanta,
Georgia
|
$1.01M
|
+$509K
|
+13,100
|
+106%
|
|
