|
1
|
Charles Schwab
San Francisco,
California
|
$148M
|
+$40.5M
|
+1,023,527
|
+39%
|
|
|
2
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$28.8M
|
-$6.75M
|
-170,357
|
-19%
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$20.8M
|
+$3.13M
|
+78,992
|
+18%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$19.9M
|
+$8.89M
|
+224,443
|
+85%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18.6M
|
+$2.18M
|
+55,141
|
+14%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.6M
|
+$1M
|
+25,304
|
+7%
|
|
|
7
|
|
$15.6M
|
+$13.6M
|
+343,284
|
+854%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.1M
|
-$2.3M
|
-58,195
|
-14%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$14M
|
-$1.42M
|
-35,939
|
-9%
|
|
|
10
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$12.2M
|
+$355K
|
+8,961
|
+3%
|
|
|
11
|
Morningstar Investment Services
Chicago,
Illinois
|
$10.3M
|
+$378K
|
+9,547
|
+4%
|
|
|
12
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$8.63M
|
-$917K
|
-23,148
|
-10%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$8.58M
|
+$4.33M
|
+109,215
|
+106%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$8.49M
|
+$8.29M
|
+209,300
|
New
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$7.49M
|
-$125K
|
-3,159
|
-2%
|
|
|
16
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$7.49M
|
+$165K
|
+4,160
|
+2%
|
|
|
17
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$7.4M
|
-$160K
|
-4,052
|
-2%
|
|
|
18
|
Mirsky Financial Management
Rochester,
New York
|
$5.16M
|
-$50.8K
|
-1,283
|
-1%
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
$4.3M
|
+$937K
|
+23,667
|
+29%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$3.87M
|
-$885K
|
-22,349
|
-19%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.79M
|
-$3.76K
|
-95
|
-0.1%
|
|
|
22
|
HBW Advisory Services
Simi Valley,
California
|
$3.58M
|
+$3.23M
|
+81,433
|
+1,255%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$3.31M
|
+$345K
|
+8,710
|
+12%
|
|
|
24
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$3.07M
|
+$2.99M
|
+75,514
|
New
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$2.98M
|
-$96.6K
|
-2,438
|
-3%
|
|
