|
1
|
Charles Schwab
San Francisco,
California
|
$213M
|
-$68M
|
-763,731
|
-25%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$75.4M
|
+$5.08M
|
+57,027
|
+7%
|
|
|
3
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$61.1M
|
+$2.89M
|
+32,468
|
+5%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$60.1M
|
+$3.8M
|
+42,747
|
+7%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$53.9M
|
-$2.49M
|
-27,951
|
-5%
|
|
|
6
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$41M
|
+$7.11M
|
+79,919
|
+22%
|
|
|
7
|
Advisory Services Network
Atlanta,
Georgia
|
$27.5M
|
+$6.1M
|
+68,562
|
+30%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.5M
|
+$1.76M
|
+19,825
|
+8%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$20M
|
+$19.4M
|
+217,450
|
New
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$18.4M
|
-$3.35M
|
-37,628
|
-16%
|
|
|
11
|
Halpern Financial
Ashburn,
Virginia
|
$16.4M
|
+$232K
|
+2,605
|
+1%
|
|
|
12
|
Freedom Investment Management
Hartford,
Connecticut
|
$16.3M
|
+$12.7M
|
+142,833
|
+415%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14.8M
|
+$728K
|
+8,176
|
+5%
|
|
|
14
|
King Wealth Management Group
Naples,
Florida
|
$14.4M
|
-$147K
|
-1,648
|
-1%
|
|
|
15
|
|
$12.9M
|
-$47.9K
|
-538
|
-0.4%
|
|
|
16
|
RWA Wealth Partners
Newton,
Massachusetts
|
$12.7M
|
-$146K
|
-1,643
|
-1%
|
|
|
17
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$11.6M
|
+$237K
|
+2,668
|
+2%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$11.6M
|
-$276K
|
-3,104
|
-2%
|
|
|
19
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$10.8M
|
-$4.07M
|
-45,751
|
-28%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$10.3M
|
+$1.74M
|
+19,583
|
+21%
|
|
|
21
|
Crumly & Associates
Springfield,
Illinois
|
$9.93M
|
-$3.04M
|
-34,156
|
-24%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.79M
|
+$1.56M
|
+17,478
|
+20%
|
|
|
23
|
Fulcrum Equity Management
Plano,
Texas
|
$9.68M
|
+$9.36M
|
+105,132
|
New
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$9.19M
|
-$15.8K
|
-178
|
-0.2%
|
|
|
25
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$8.94M
|
-$903K
|
-10,151
|
-9%
|
|
