|
1
|
Lido Advisors
Los Angeles,
California
|
$40.9M
|
+$2.24M
|
+50,560
|
+6%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$36.6M
|
-$1.01M
|
-22,881
|
-3%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$34.2M
|
+$196K
|
+4,438
|
+0.6%
|
|
|
4
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$33.5M
|
+$6.64M
|
+149,931
|
+25%
|
|
|
5
|
Cetera Advisor Networks
El Segundo,
California
|
$24.4M
|
+$463K
|
+10,466
|
+2%
|
|
|
6
|
Morningstar Investment Services
Chicago,
Illinois
|
$22.4M
|
-$84.2K
|
-1,901
|
-0.4%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$19M
|
-$2.42M
|
-54,670
|
-12%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$16M
|
+$2.9M
|
+65,439
|
+23%
|
|
|
9
|
Systelligence LLC
Bloomington,
Minnesota
|
$11.9M
|
+$191K
|
+4,308
|
+2%
|
|
|
10
|
Vicus Capital
State College,
Pennsylvania
|
$11.9M
|
+$11.6M
|
+263,093
|
New
|
|
|
11
|
Connectus Wealth
Cincinnati,
Ohio
|
$9.74M
|
+$9.54M
|
+215,591
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$9M
|
+$436K
|
+9,859
|
+5%
|
|
|
13
|
|
$7.97M
|
+$1.8M
|
+40,740
|
+30%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$7.68M
|
+$2.67M
|
+60,400
|
+55%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$7.45M
|
+$3.34M
|
+75,456
|
+93%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.4M
|
+$792K
|
+17,890
|
+12%
|
|
|
17
|
Freedom Investment Management
Hartford,
Connecticut
|
$6.41M
|
+$6.28M
|
+141,928
|
New
|
|
|
18
|
Walker Financial Services
Bowling Green,
Kentucky
|
$5.98M
|
–
|
–
|
–
|
|
|
19
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$5.75M
|
+$19.1K
|
+432
|
+0.3%
|
|
|
20
|
|
$5.74M
|
-$16.7K
|
-377
|
-0.3%
|
|
|
21
|
|
$5.68M
|
+$299K
|
+6,751
|
+6%
|
|
|
22
|
Advisory Services Network
Atlanta,
Georgia
|
$5.04M
|
-$938K
|
-21,190
|
-16%
|
|
|
23
|
Personal CFO Solutions
Chester,
New Jersey
|
$5.02M
|
-$104K
|
-2,342
|
-2%
|
|
|
24
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$4.72M
|
+$47.7K
|
+1,077
|
+1%
|
|
|
25
|
AE Wealth Management
Topeka,
Kansas
|
$4.15M
|
-$2.89M
|
-65,233
|
-41%
|
|
