|
1
|
Charles Schwab
San Francisco,
California
|
$108M
|
+$128M
|
+3,735,039
|
New
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$19M
|
+$1.54M
|
+44,809
|
+7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$16.4M
|
+$12.9M
|
+375,988
|
+200%
|
|
|
4
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$9.26M
|
+$8.99M
|
+261,444
|
+2,376%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.28M
|
+$4.86M
|
+141,263
|
+98%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$7M
|
-$408K
|
-11,864
|
-5%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.01M
|
-$7.72M
|
-224,301
|
-56%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$4.37M
|
+$769K
|
+22,351
|
+17%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$3.95M
|
+$2.37M
|
+68,976
|
+103%
|
|
|
10
|
Spinnaker Trust
Portland,
Maine
|
$3.4M
|
-$46.2K
|
-1,343
|
-1%
|
|
|
11
|
|
$3.28M
|
+$1.14M
|
+33,267
|
+42%
|
|
|
12
|
SVB Wealth
Boston,
Massachusetts
|
$2.83M
|
-$1.37M
|
-39,918
|
-29%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.54M
|
+$2.98M
|
+86,568
|
+7,913%
|
|
|
14
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$2.21M
|
-$325K
|
-9,454
|
-11%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.11M
|
-$18.8K
|
-547
|
-0.7%
|
|
|
16
|
Demars Financial Group
Spokane Valley,
Washington
|
$1.72M
|
+$79.7K
|
+2,316
|
+4%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.68M
|
+$1.99M
|
+57,876
|
New
|
|
|
18
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.59M
|
+$1.88M
|
+54,778
|
New
|
|
|
19
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$1.36M
|
-$106K
|
-3,068
|
-6%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.34M
|
+$1.27M
|
+36,831
|
+391%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.32M
|
-$479K
|
-13,918
|
-23%
|
|
|
22
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.29M
|
+$467K
|
+13,582
|
+44%
|
|
|
23
|
55I LLC
Boston,
Massachusetts
|
$1.28M
|
-$2.52M
|
-73,377
|
-64%
|
|
|
24
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$1.13M
|
-$183K
|
-5,322
|
-12%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$1.06M
|
+$428K
|
+12,449
|
+52%
|
|
