|
1
|
Morningstar Investment Services
Chicago,
Illinois
|
$38.8M
|
+$646K
|
+14,944
|
+2%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$30.3M
|
+$1.04M
|
+23,976
|
+3%
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$27.9M
|
+$1.19M
|
+27,437
|
+4%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.9M
|
+$538K
|
+12,442
|
+4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$12.7M
|
-$505K
|
-11,699
|
-4%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$12M
|
+$1.46M
|
+33,901
|
+13%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$11M
|
+$330K
|
+7,637
|
+3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$9.63M
|
+$2.06M
|
+47,662
|
+26%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.66M
|
-$695K
|
-16,089
|
-8%
|
|
|
10
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$6.98M
|
-$81.4K
|
-1,885
|
-1%
|
|
|
11
|
|
$5.11M
|
–
|
–
|
–
|
|
|
12
|
Brookstone Capital Management
Wheaton,
Illinois
|
$5.03M
|
-$20.1M
|
-465,858
|
-80%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.64M
|
+$190K
|
+4,398
|
+4%
|
|
|
14
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$4.43M
|
+$1.03M
|
+23,934
|
+29%
|
|
|
15
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$3.84M
|
+$3.22M
|
+74,584
|
+436%
|
|
|
16
|
HBW Advisory Services
Simi Valley,
California
|
$3.79M
|
+$2.03M
|
+47,006
|
+108%
|
|
|
17
|
Advisory Services Network
Atlanta,
Georgia
|
$3.7M
|
-$45.6K
|
-1,056
|
-1%
|
|
|
18
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$3.53M
|
+$83.9K
|
+1,942
|
+2%
|
|
|
19
|
55I LLC
Boston,
Massachusetts
|
$3.12M
|
+$22.2K
|
+513
|
+0.7%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$2.66M
|
-$9.29K
|
-215
|
-0.3%
|
|
|
21
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.45M
|
+$141K
|
+3,273
|
+6%
|
|
|
22
|
Financial Perspectives
Minneapolis,
Minnesota
|
$2.3M
|
+$70.9K
|
+1,641
|
+3%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$2.29M
|
-$417K
|
-9,646
|
-15%
|
|
|
24
|
|
$1.98M
|
+$629K
|
+14,554
|
+44%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.72M
|
+$768K
|
+17,775
|
+76%
|
|
