|
1
|
Charles Schwab
San Francisco,
California
|
$104M
|
+$440K
|
+9,592
|
+0.4%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$55.9M
|
+$7.07M
|
+154,234
|
+15%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.4M
|
-$3.18M
|
-69,268
|
-14%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.5M
|
-$412K
|
-8,989
|
-2%
|
|
|
5
|
Morningstar Investment Services
Chicago,
Illinois
|
$15.7M
|
-$20.3M
|
-442,345
|
-57%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$11.5M
|
-$108K
|
-2,358
|
-1%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.6M
|
-$11.2M
|
-244,133
|
-52%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$10.3M
|
+$1.69M
|
+36,823
|
+20%
|
|
|
9
|
|
$9.69M
|
+$2.82M
|
+61,609
|
+43%
|
|
|
10
|
Connectus Wealth
Cincinnati,
Ohio
|
$7.51M
|
+$7.23M
|
+157,660
|
New
|
|
|
11
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$6.28M
|
+$568K
|
+12,398
|
+10%
|
|
|
12
|
Financial Perspectives
Minneapolis,
Minnesota
|
$4.95M
|
+$189K
|
+4,133
|
+4%
|
|
|
13
|
|
$4.83M
|
+$210K
|
+4,571
|
+5%
|
|
|
14
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$4.81M
|
-$81K
|
-1,767
|
-2%
|
|
|
15
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$4.69M
|
+$496K
|
+10,824
|
+12%
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.61M
|
+$535K
|
+11,676
|
+14%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.53M
|
-$1.06M
|
-23,083
|
-20%
|
|
|
18
|
|
$4.48M
|
-$542K
|
-11,818
|
-11%
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$4.4M
|
-$1.15M
|
-24,990
|
-21%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.77M
|
+$1.82M
|
+39,768
|
+101%
|
|
|
21
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$3.65M
|
+$581K
|
+12,672
|
+20%
|
|
|
22
|
AGF Management
Toronto,
Ontario, Canada
|
$3.36M
|
-$2.41M
|
-52,487
|
-43%
|
|
|
23
|
Marotta Asset Management
Charlottesville,
Virginia
|
$3.29M
|
+$691K
|
+15,081
|
+28%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$3.25M
|
+$1.66M
|
+36,295
|
+114%
|
|
|
25
|
Advisory Services Network
Atlanta,
Georgia
|
$3.13M
|
-$1.61M
|
-35,081
|
-35%
|
|
