|
1
|
Lido Advisors
Los Angeles,
California
|
$38.4M
|
-$643K
|
-14,651
|
-2%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$37.4M
|
+$1.83M
|
+41,770
|
+5%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$33.7M
|
+$54.5K
|
+1,240
|
+0.2%
|
|
|
4
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$26.5M
|
+$2.39M
|
+54,439
|
+10%
|
|
|
5
|
Cetera Advisor Networks
El Segundo,
California
|
$23.7M
|
+$343K
|
+7,799
|
+1%
|
|
|
6
|
Morningstar Investment Services
Chicago,
Illinois
|
$22.5M
|
-$187K
|
-4,268
|
-0.8%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.3M
|
+$3M
|
+68,358
|
+17%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.9M
|
+$5.11M
|
+116,375
|
+68%
|
|
|
9
|
Systelligence LLC
Bloomington,
Minnesota
|
$11.6M
|
+$11.4M
|
+259,747
|
New
|
|
|
10
|
Destiny Wealth Partners
Tavares,
Florida
|
$11.2M
|
+$418K
|
+9,514
|
+4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$8.49M
|
+$299K
|
+6,817
|
+4%
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$7.04M
|
+$352K
|
+8,026
|
+5%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$6.92M
|
-$349K
|
-7,956
|
-5%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.55M
|
+$186K
|
+4,235
|
+3%
|
|
|
15
|
|
$6.09M
|
+$232K
|
+5,274
|
+4%
|
|
|
16
|
Walker Financial Services
Bowling Green,
Kentucky
|
$5.98M
|
+$191K
|
+4,339
|
+3%
|
|
|
17
|
Advisory Services Network
Atlanta,
Georgia
|
$5.95M
|
+$453K
|
+10,318
|
+8%
|
|
|
18
|
|
$5.72M
|
+$5.6M
|
+127,599
|
+637,995%
|
|
|
19
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$5.69M
|
-$179K
|
-4,071
|
-3%
|
|
|
20
|
|
$5.33M
|
+$426K
|
+9,711
|
+9%
|
|
|
21
|
Personal CFO Solutions
Chester,
New Jersey
|
$5.08M
|
+$92.4K
|
+2,104
|
+2%
|
|
|
22
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$4.96M
|
-$236K
|
-5,364
|
-5%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$4.91M
|
+$26.9K
|
+613
|
+0.6%
|
|
|
24
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$4.64M
|
+$1.03M
|
+23,488
|
+29%
|
|
|
25
|
TrueWealth Advisors
Birmingham,
Alabama
|
$3.93M
|
+$257K
|
+5,846
|
+7%
|
|
