|
1
|
Lido Advisors
Los Angeles,
California
|
$36.2M
|
+$2.58M
|
+56,810
|
+8%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$34.5M
|
+$408K
|
+8,964
|
+1%
|
|
|
3
|
Morningstar Investment Services
Chicago,
Illinois
|
$30.3M
|
-$11.5M
|
-253,519
|
-28%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$25.1M
|
+$10M
|
+219,815
|
+67%
|
|
|
5
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$23.7M
|
+$23.1M
|
+508,841
|
+33,301%
|
|
|
6
|
Cetera Advisor Networks
El Segundo,
California
|
$21.4M
|
+$21.2M
|
+466,996
|
New
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$14M
|
+$612K
|
+13,456
|
+5%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.2M
|
+$2.99M
|
+65,662
|
+30%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.7M
|
+$6.27M
|
+137,749
|
+118%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.7M
|
+$3.66M
|
+80,368
|
+45%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$10.1M
|
-$722K
|
-15,879
|
-7%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$7.8M
|
-$6.3M
|
-138,610
|
-45%
|
|
|
13
|
|
$7.53M
|
+$1.92M
|
+42,245
|
+35%
|
|
|
14
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$6.79M
|
-$733K
|
-16,126
|
-10%
|
|
|
15
|
Advisory Services Network
Atlanta,
Georgia
|
$6.2M
|
+$2.13M
|
+46,790
|
+53%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$5.13M
|
+$2.75M
|
+60,382
|
+117%
|
|
|
17
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$4.51M
|
-$228K
|
-5,007
|
-5%
|
|
|
18
|
HBW Advisory Services
Simi Valley,
California
|
$3.96M
|
-$278K
|
-6,112
|
-7%
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$3.76M
|
+$1.25M
|
+27,581
|
+51%
|
|
|
20
|
|
$3.73M
|
+$2.21M
|
+48,624
|
+148%
|
|
|
21
|
55I LLC
Boston,
Massachusetts
|
$3.7M
|
+$140K
|
+3,089
|
+4%
|
|
|
22
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$3.57M
|
+$1.07M
|
+23,628
|
+44%
|
|
|
23
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$3.42M
|
-$16.6M
|
-364,533
|
-83%
|
|
|
24
|
Atria Wealth Solutions
New York
|
$3.23M
|
+$3.2M
|
+70,352
|
New
|
|
|
25
|
Demars Financial Group
Spokane Valley,
Washington
|
$3.22M
|
+$3.2M
|
+70,298
|
New
|
|
