|
1
|
Morningstar Investment Services
Chicago,
Illinois
|
$37.9M
|
+$27.1M
|
+635,858
|
+245%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$29.9M
|
-$99.7M
|
-2,336,513
|
-77%
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$27.2M
|
+$5.94M
|
+139,153
|
+28%
|
|
|
4
|
Brookstone Capital Management
Wheaton,
Illinois
|
$24.8M
|
+$24.9M
|
+583,894
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$13.4M
|
+$608K
|
+14,246
|
+5%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.6M
|
-$512K
|
-12,009
|
-4%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.9M
|
+$2.71M
|
+63,570
|
+33%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$10.8M
|
+$1.96M
|
+45,896
|
+22%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.48M
|
-$802K
|
-18,792
|
-9%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$7.78M
|
+$3.54M
|
+82,898
|
+83%
|
|
|
11
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$7.19M
|
-$530K
|
-12,422
|
-7%
|
|
|
12
|
|
$5.2M
|
-$11.2M
|
-261,500
|
-68%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.54M
|
+$443K
|
+10,381
|
+11%
|
|
|
14
|
Advisory Services Network
Atlanta,
Georgia
|
$3.81M
|
+$124K
|
+2,908
|
+3%
|
|
|
15
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$3.5M
|
+$157K
|
+3,690
|
+5%
|
|
|
16
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$3.49M
|
+$585K
|
+13,706
|
+20%
|
|
|
17
|
55I LLC
Boston,
Massachusetts
|
$3.15M
|
+$58.8K
|
+1,379
|
+2%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$2.74M
|
-$6.19M
|
-144,955
|
-69%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$2.72M
|
+$40.9K
|
+958
|
+2%
|
|
|
20
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$2.68M
|
-$59.4K
|
-1,391
|
-2%
|
|
|
21
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.36M
|
-$5.41M
|
-126,878
|
-70%
|
|
|
22
|
Financial Perspectives
Minneapolis,
Minnesota
|
$2.28M
|
+$333K
|
+7,800
|
+17%
|
|
|
23
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$2.26M
|
+$2.26M
|
+53,033
|
New
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$1.91M
|
+$437K
|
+10,247
|
+30%
|
|
|
25
|
HBW Advisory Services
Simi Valley,
California
|
$1.85M
|
-$1.1M
|
-25,876
|
-37%
|
|
