|
1
|
Charles Schwab
San Francisco,
California
|
$94.7M
|
+$60.5M
|
+1,327,935
|
+175%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$44.3M
|
+$3.09M
|
+67,955
|
+7%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$37.6M
|
+$737K
|
+16,189
|
+2%
|
|
|
4
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$34.8M
|
+$1.12M
|
+24,672
|
+3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.9M
|
+$11.8M
|
+259,885
|
+74%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$26.2M
|
+$7.16M
|
+157,135
|
+37%
|
|
|
7
|
Morningstar Investment Services
Chicago,
Illinois
|
$22.4M
|
-$178K
|
-3,906
|
-0.8%
|
|
|
8
|
Vicus Capital
State College,
Pennsylvania
|
$12.5M
|
+$551K
|
+12,088
|
+5%
|
|
|
9
|
Beaumont Capital Management
Boston,
Massachusetts
|
$10.8M
|
+$10.9M
|
+238,350
|
New
|
|
|
10
|
Connectus Wealth
Cincinnati,
Ohio
|
$10.1M
|
+$307K
|
+6,731
|
+3%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$9.77M
|
+$719K
|
+15,792
|
+8%
|
|
|
12
|
Personal CFO Solutions
Chester,
New Jersey
|
$7.04M
|
+$2M
|
+43,910
|
+40%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.76M
|
-$690K
|
-15,148
|
-9%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$6.43M
|
-$687K
|
-15,079
|
-10%
|
|
|
15
|
|
$6.27M
|
+$492K
|
+10,803
|
+8%
|
|
|
16
|
Walker Financial Services
Bowling Green,
Kentucky
|
$5.89M
|
-$125K
|
-2,746
|
-2%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$5.72M
|
-$2M
|
-43,975
|
-26%
|
|
|
18
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$5.71M
|
-$81K
|
-1,778
|
-1%
|
|
|
19
|
|
$5.65M
|
-$57.1K
|
-1,254
|
-1%
|
|
|
20
|
|
$5.54M
|
-$2.49M
|
-54,578
|
-31%
|
|
|
21
|
Freedom Investment Management
Hartford,
Connecticut
|
$5.53M
|
-$919K
|
-20,178
|
-14%
|
|
|
22
|
Systelligence LLC
Bloomington,
Minnesota
|
$5.48M
|
-$6.54M
|
-143,508
|
-54%
|
|
|
23
|
Advisory Services Network
Atlanta,
Georgia
|
$5M
|
-$69.9K
|
-1,534
|
-1%
|
|
|
24
|
Atria Wealth Solutions
New York
|
$4.73M
|
+$740K
|
+16,253
|
+18%
|
|
|
25
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$4.52M
|
-$233K
|
-5,117
|
-5%
|
|
