|
1
|
Lido Advisors
Los Angeles,
California
|
$37.5M
|
+$3.52M
|
+78,013
|
+10%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$33.9M
|
+$10.7M
|
+236,522
|
+43%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$32.4M
|
-$167K
|
-3,703
|
-0.5%
|
|
|
4
|
Morningstar Investment Services
Chicago,
Illinois
|
$23M
|
-$5.84M
|
-129,454
|
-20%
|
|
|
5
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$21.8M
|
-$304K
|
-6,744
|
-1%
|
|
|
6
|
Cetera Advisor Networks
El Segundo,
California
|
$21.3M
|
+$1.09M
|
+24,154
|
+5%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.1M
|
+$2.9M
|
+64,387
|
+25%
|
|
|
8
|
Destiny Wealth Partners
Tavares,
Florida
|
$9.46M
|
+$9.87M
|
+218,728
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$8.57M
|
-$986K
|
-21,847
|
-10%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$7.4M
|
+$33.2K
|
+737
|
+0.4%
|
|
|
11
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$6.16M
|
-$253K
|
-5,618
|
-4%
|
|
|
12
|
|
$6.12M
|
-$1.03M
|
-22,862
|
-14%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.8M
|
-$5.44M
|
-120,480
|
-47%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.56M
|
-$7.17M
|
-159,032
|
-55%
|
|
|
15
|
Advisory Services Network
Atlanta,
Georgia
|
$5.2M
|
-$679K
|
-15,056
|
-11%
|
|
|
16
|
|
$4.89M
|
+$1.43M
|
+31,648
|
+39%
|
|
|
17
|
Personal CFO Solutions
Chester,
New Jersey
|
$4.84M
|
+$5.05M
|
+111,850
|
New
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$4.38M
|
-$483K
|
-10,707
|
-10%
|
|
|
19
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$4.31M
|
+$1.37M
|
+30,332
|
+44%
|
|
|
20
|
|
$3.41M
|
+$3.12M
|
+69,118
|
+721%
|
|
|
21
|
Atria Wealth Solutions
New York
|
$3.33M
|
+$296K
|
+6,569
|
+9%
|
|
|
22
|
TrueWealth Advisors
Birmingham,
Alabama
|
$3.32M
|
+$2.27M
|
+50,265
|
+191%
|
|
|
23
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$3.3M
|
-$993K
|
-22,019
|
-22%
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$3.22M
|
-$345K
|
-7,646
|
-9%
|
|
|
25
|
55I LLC
Boston,
Massachusetts
|
$3.16M
|
-$340K
|
-7,544
|
-9%
|
|
