|
1
|
Morningstar Investment Services
Chicago,
Illinois
|
$42.6M
|
+$134K
|
+3,053
|
+0.3%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$34.7M
|
+$833K
|
+18,937
|
+3%
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$34.2M
|
+$2.92M
|
+66,351
|
+10%
|
|
|
4
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$20.5M
|
+$19.3M
|
+438,870
|
New
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.3M
|
+$865K
|
+19,661
|
+6%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$14.4M
|
+$267K
|
+6,059
|
+2%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$13.6M
|
+$160K
|
+3,637
|
+1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$11M
|
+$251K
|
+5,697
|
+2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.4M
|
-$1.82M
|
-41,283
|
-16%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.39M
|
-$138K
|
-3,143
|
-2%
|
|
|
11
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$7.41M
|
-$121K
|
-2,757
|
-2%
|
|
|
12
|
RWA Wealth Partners
Newton,
Massachusetts
|
$6.35M
|
+$5.99M
|
+136,101
|
New
|
|
|
13
|
|
$5.69M
|
+$132
|
+3
|
+0%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.45M
|
+$255K
|
+5,799
|
+5%
|
|
|
15
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$4.82M
|
+$512K
|
+11,625
|
+13%
|
|
|
16
|
HBW Advisory Services
Simi Valley,
California
|
$4.31M
|
+$81.8K
|
+1,858
|
+2%
|
|
|
17
|
Advisory Services Network
Atlanta,
Georgia
|
$4.12M
|
-$1.1K
|
-25
|
-0%
|
|
|
18
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$3.99M
|
+$3.76M
|
+85,525
|
New
|
|
|
19
|
55I LLC
Boston,
Massachusetts
|
$3.62M
|
+$132K
|
+3,008
|
+4%
|
|
|
20
|
Financial Perspectives
Minneapolis,
Minnesota
|
$2.91M
|
+$324K
|
+7,355
|
+13%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$2.88M
|
-$83.9K
|
-1,906
|
-3%
|
|
|
22
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$2.63M
|
-$1.22M
|
-27,828
|
-33%
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
$2.54M
|
+$2.4M
|
+54,488
|
New
|
|
|
24
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.53M
|
-$190K
|
-4,329
|
-7%
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
$2.4M
|
-$144K
|
-3,281
|
-6%
|
|
