|
1
|
Lido Advisors
Los Angeles,
California
|
$35M
|
+$148K
|
+3,360
|
+0.4%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$31.8M
|
+$388K
|
+8,802
|
+1%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$30.2M
|
+$95.8K
|
+2,175
|
+0.3%
|
|
|
4
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$22.1M
|
+$1.45M
|
+32,961
|
+7%
|
|
|
5
|
Morningstar Investment Services
Chicago,
Illinois
|
$21.9M
|
-$1.05M
|
-23,825
|
-4%
|
|
|
6
|
Cetera Advisor Networks
El Segundo,
California
|
$21M
|
+$1.36M
|
+30,938
|
+6%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.3M
|
+$3.58M
|
+81,238
|
+25%
|
|
|
8
|
Destiny Wealth Partners
Tavares,
Florida
|
$9.68M
|
+$990K
|
+22,467
|
+10%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$7.33M
|
-$687K
|
-15,589
|
-8%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.89M
|
+$1.9M
|
+43,056
|
+33%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$6.52M
|
-$372K
|
-8,439
|
-5%
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$5.99M
|
+$3.29M
|
+74,749
|
+100%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.7M
|
+$347K
|
+7,865
|
+6%
|
|
|
14
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$5.26M
|
-$498K
|
-11,307
|
-8%
|
|
|
15
|
|
$5.24M
|
-$477K
|
-10,822
|
-8%
|
|
|
16
|
Walker Financial Services
Bowling Green,
Kentucky
|
$5.15M
|
+$2.79M
|
+63,217
|
+97%
|
|
|
17
|
Advisory Services Network
Atlanta,
Georgia
|
$4.92M
|
+$105K
|
+2,376
|
+2%
|
|
|
18
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$4.66M
|
+$722K
|
+16,394
|
+16%
|
|
|
19
|
Personal CFO Solutions
Chester,
New Jersey
|
$4.47M
|
-$23K
|
-521
|
-0.5%
|
|
|
20
|
|
$4.39M
|
-$165K
|
-3,747
|
-3%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$4.38M
|
+$348K
|
+7,892
|
+8%
|
|
|
22
|
TrueWealth Advisors
Birmingham,
Alabama
|
$3.29M
|
+$234K
|
+5,308
|
+7%
|
|
|
23
|
Financial Perspectives
Minneapolis,
Minnesota
|
$3.28M
|
+$566K
|
+12,844
|
+19%
|
|
|
24
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$3.21M
|
+$161K
|
+3,652
|
+5%
|
|
|
25
|
Atria Wealth Solutions
New York
|
$3.14M
|
+$58.8K
|
+1,335
|
+2%
|
|
