|
1
|
Charles Schwab
San Francisco,
California
|
$96.7M
|
+$2.62M
|
+61,194
|
+3%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$45.6M
|
+$542K
|
+12,667
|
+1%
|
|
|
3
|
Morningstar Investment Services
Chicago,
Illinois
|
$34.4M
|
+$16.3M
|
+379,953
|
+97%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22.2M
|
-$7.62M
|
-178,078
|
-26%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.8M
|
+$27.1K
|
+633
|
+0.1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.8M
|
+$2.81M
|
+65,753
|
+20%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$10.9M
|
+$1.25M
|
+29,241
|
+14%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$8.06M
|
+$1.43M
|
+33,442
|
+23%
|
|
|
9
|
|
$6.34M
|
+$859K
|
+20,066
|
+16%
|
|
|
10
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$5.98M
|
-$28.3M
|
-662,071
|
-83%
|
|
|
11
|
AGF Management
Toronto,
Ontario, Canada
|
$5.49M
|
+$1.56M
|
+36,484
|
+42%
|
|
|
12
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$5.34M
|
+$249K
|
+5,806
|
+5%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$5.28M
|
+$1.29M
|
+30,136
|
+34%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.28M
|
-$267K
|
-6,236
|
-5%
|
|
|
15
|
|
$4.73M
|
-$2.56M
|
-59,776
|
-36%
|
|
|
16
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$4.59M
|
-$812K
|
-18,967
|
-16%
|
|
|
17
|
Advisory Services Network
Atlanta,
Georgia
|
$4.51M
|
-$721K
|
-16,844
|
-14%
|
|
|
18
|
Financial Perspectives
Minneapolis,
Minnesota
|
$4.46M
|
+$333K
|
+7,784
|
+8%
|
|
|
19
|
|
$4.33M
|
-$1.36M
|
-31,677
|
-25%
|
|
|
20
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.91M
|
+$98.6K
|
+2,303
|
+3%
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.81M
|
+$412K
|
+9,635
|
+13%
|
|
|
22
|
WBI Investments
Red Bank,
New Jersey
|
$3.65M
|
-$258K
|
-6,034
|
-7%
|
|
|
23
|
Southern Capital Advisors
Jackson,
Tennessee
|
$3.17M
|
+$1.5M
|
+35,150
|
+98%
|
|
|
24
|
CX Institutional
Auburn,
Indiana
|
$3.06M
|
+$2.29M
|
+53,478
|
+356%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$3.02M
|
-$63.7K
|
-1,489
|
-2%
|
|
