|
1
|
Charles Schwab
San Francisco,
California
|
$89.6M
|
+$917K
|
+20,378
|
+1%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$42.9M
|
+$1.46M
|
+32,373
|
+3%
|
|
|
3
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$33.9M
|
+$1.37M
|
+30,471
|
+4%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$28.8M
|
-$6.81M
|
-151,242
|
-18%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.8M
|
-$5M
|
-111,162
|
-19%
|
|
|
6
|
Morningstar Investment Services
Chicago,
Illinois
|
$16.8M
|
-$4.69M
|
-104,147
|
-21%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.2M
|
-$12.6M
|
-280,512
|
-46%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$9.17M
|
+$19.7K
|
+438
|
+0.2%
|
|
|
9
|
|
$7.05M
|
+$1.25M
|
+27,745
|
+20%
|
|
|
10
|
Connectus Wealth
Cincinnati,
Ohio
|
$6.36M
|
-$3.29M
|
-73,203
|
-33%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$6.26M
|
+$948K
|
+21,059
|
+17%
|
|
|
12
|
|
$5.48M
|
+$185K
|
+4,109
|
+3%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$5.48M
|
-$575K
|
-12,770
|
-9%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.3M
|
-$1.1M
|
-24,354
|
-16%
|
|
|
15
|
|
$5.2M
|
+$1.13K
|
+25
|
+0%
|
|
|
16
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$5.19M
|
-$171K
|
-3,806
|
-3%
|
|
|
17
|
Advisory Services Network
Atlanta,
Georgia
|
$5.02M
|
+$349K
|
+7,746
|
+7%
|
|
|
18
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$4.85M
|
+$4.37M
|
+97,060
|
+579%
|
|
|
19
|
Personal CFO Solutions
Chester,
New Jersey
|
$4.65M
|
-$2.06M
|
-45,798
|
-30%
|
|
|
20
|
Financial Perspectives
Minneapolis,
Minnesota
|
$3.92M
|
+$62.7K
|
+1,393
|
+2%
|
|
|
21
|
WBI Investments
Red Bank,
New Jersey
|
$3.74M
|
+$206K
|
+4,572
|
+5%
|
|
|
22
|
AE Wealth Management
Topeka,
Kansas
|
$3.72M
|
+$273K
|
+6,069
|
+7%
|
|
|
23
|
AGF Management
Toronto,
Ontario, Canada
|
$3.69M
|
+$1.65M
|
+36,577
|
+73%
|
|
|
24
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.63M
|
-$278K
|
-6,182
|
-7%
|
|
|
25
|
Walker Financial Services
Bowling Green,
Kentucky
|
$3.23M
|
-$2.43M
|
-53,892
|
-42%
|
|
