|
1
|
Charles Schwab
San Francisco,
California
|
$114M
|
+$1.03M
|
+20,827
|
+0.9%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$56.7M
|
-$5.28M
|
-106,593
|
-9%
|
|
|
3
|
AGF Management
Toronto,
Ontario, Canada
|
$22.2M
|
+$17.4M
|
+351,495
|
+421%
|
|
|
4
|
Morningstar Investment Services
Chicago,
Illinois
|
$21.3M
|
+$4.62M
|
+93,342
|
+29%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.5M
|
-$355K
|
-7,161
|
-2%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.9M
|
+$176K
|
+3,550
|
+1%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.5M
|
+$88.4K
|
+1,785
|
+0.7%
|
|
|
8
|
Systelligence LLC
Bloomington,
Minnesota
|
$13.4M
|
+$500K
|
+10,092
|
+4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$12.7M
|
+$550K
|
+11,113
|
+5%
|
|
|
10
|
Atria Wealth Solutions
New York
|
$10.8M
|
-$1.23M
|
-24,780
|
-10%
|
|
|
11
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$9.24M
|
+$1.06M
|
+21,303
|
+13%
|
|
|
12
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$8.32M
|
+$950K
|
+19,184
|
+13%
|
|
|
13
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$8.24M
|
+$2.28M
|
+45,984
|
+40%
|
|
|
14
|
Larson Financial Group
St Louis,
Missouri
|
$8.13M
|
+$6.62M
|
+133,667
|
+524%
|
|
|
15
|
|
$6.48M
|
+$44K
|
+889
|
+0.7%
|
|
|
16
|
|
$6.47M
|
+$989K
|
+19,957
|
+19%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$5.72M
|
+$293K
|
+5,919
|
+6%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$5.59M
|
-$265K
|
-5,343
|
-5%
|
|
|
19
|
Financial Perspectives
Minneapolis,
Minnesota
|
$5.53M
|
+$83K
|
+1,675
|
+2%
|
|
|
20
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$5.1M
|
-$43.6K
|
-880
|
-0.9%
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.92M
|
+$198K
|
+4,006
|
+4%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.69M
|
-$99.2K
|
-2,003
|
-2%
|
|
|
23
|
Marotta Asset Management
Charlottesville,
Virginia
|
$4.61M
|
+$669K
|
+13,506
|
+18%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.52M
|
+$4.39M
|
+88,532
|
New
|
|
|
25
|
J.W. Cole Advisors
Tampa,
Florida
|
$3.24M
|
-$15.4K
|
-311
|
-0.5%
|
|
