|
1
|
Charles Schwab
San Francisco,
California
|
$105M
|
+$1.59M
|
+33,495
|
+2%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$57.7M
|
+$2.08M
|
+43,986
|
+4%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.4M
|
-$896K
|
-18,931
|
-4%
|
|
|
4
|
Morningstar Investment Services
Chicago,
Illinois
|
$15.4M
|
-$321K
|
-6,776
|
-2%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.6M
|
+$3.11M
|
+65,607
|
+30%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.5M
|
-$5.97M
|
-126,138
|
-32%
|
|
|
7
|
Systelligence LLC
Bloomington,
Minnesota
|
$11.9M
|
+$11.9M
|
+251,782
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$11.3M
|
-$190K
|
-4,022
|
-2%
|
|
|
9
|
Atria Wealth Solutions
New York
|
$11.2M
|
+$9.16M
|
+193,428
|
+444%
|
|
|
10
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$7.57M
|
+$7.55M
|
+159,425
|
New
|
|
|
11
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$6.82M
|
+$556K
|
+11,750
|
+9%
|
|
|
12
|
|
$5.98M
|
-$3.68M
|
-77,646
|
-38%
|
|
|
13
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$5.47M
|
+$1.83M
|
+38,680
|
+50%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$5.29M
|
-$4.85M
|
-102,499
|
-47%
|
|
|
15
|
|
$5.06M
|
+$252K
|
+5,313
|
+5%
|
|
|
16
|
Financial Perspectives
Minneapolis,
Minnesota
|
$5.06M
|
+$126K
|
+2,665
|
+3%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$5.03M
|
+$641K
|
+13,540
|
+15%
|
|
|
18
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$4.78M
|
-$13.8K
|
-292
|
-0.3%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.45M
|
-$62.6K
|
-1,323
|
-1%
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.38M
|
-$217K
|
-4,576
|
-5%
|
|
|
21
|
AGF Management
Toronto,
Ontario, Canada
|
$3.96M
|
+$614K
|
+12,972
|
+18%
|
|
|
22
|
Marotta Asset Management
Charlottesville,
Virginia
|
$3.62M
|
+$370K
|
+7,826
|
+11%
|
|
|
23
|
J.W. Cole Advisors
Tampa,
Florida
|
$3.03M
|
+$335K
|
+7,068
|
+12%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$3.02M
|
-$209K
|
-4,417
|
-6%
|
|
|
25
|
|
$2.51M
|
-$1.96M
|
-41,306
|
-44%
|
|
