|
1
|
Charles Schwab
San Francisco,
California
|
$37.4M
|
+$37.6M
|
+985,188
|
New
|
|
|
2
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$31.5M
|
+$10.6M
|
+278,237
|
+50%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.3M
|
+$5.69M
|
+149,247
|
+49%
|
|
|
4
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$12.2M
|
+$990K
|
+25,951
|
+9%
|
|
|
5
|
Estate Counselors
Thiensville,
Wisconsin
|
$10.8M
|
+$1.18M
|
+30,990
|
+12%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.49M
|
+$4.46M
|
+116,871
|
+88%
|
|
|
7
|
Morningstar Investment Services
Chicago,
Illinois
|
$9.17M
|
-$728K
|
-19,075
|
-7%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.99M
|
-$1.27M
|
-33,339
|
-14%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.5M
|
+$550K
|
+14,406
|
+8%
|
|
|
10
|
Lido Advisors
Los Angeles,
California
|
$6.89M
|
-$619K
|
-16,221
|
-8%
|
|
|
11
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$6.48M
|
-$2.62M
|
-68,669
|
-29%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$6.31M
|
+$464K
|
+12,162
|
+8%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$6.22M
|
+$6.26M
|
+164,018
|
New
|
|
|
14
|
Advisory Services Network
Atlanta,
Georgia
|
$5.9M
|
+$77.1K
|
+2,022
|
+1%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.88M
|
-$653K
|
-17,104
|
-10%
|
|
|
16
|
Mirsky Financial Management
Rochester,
New York
|
$5.68M
|
+$468K
|
+12,261
|
+9%
|
|
|
17
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$4.46M
|
+$887K
|
+23,245
|
+27%
|
|
|
18
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$4.15M
|
+$1.61M
|
+42,092
|
+63%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$4M
|
-$124K
|
-3,244
|
-3%
|
|
|
20
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$3.69M
|
+$1.69M
|
+44,421
|
+84%
|
|
|
21
|
Demars Financial Group
Spokane Valley,
Washington
|
$2.83M
|
+$10.1K
|
+264
|
+0.4%
|
|
|
22
|
IFG Advisory
Atlanta,
Georgia
|
$2.73M
|
+$51.9K
|
+1,359
|
+2%
|
|
|
23
|
Fortis Advisors
Wayne,
Pennsylvania
|
$2.64M
|
+$1.48M
|
+38,668
|
+125%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$2.06M
|
+$1.47M
|
+38,503
|
+242%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$1.89M
|
+$137K
|
+3,588
|
+8%
|
|
