|
1
|
Charles Schwab
San Francisco,
California
|
$127M
|
-$5.11M
|
-151,960
|
-4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.7M
|
+$28.6M
|
+851,845
|
+1,868%
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$24.4M
|
+$1.21M
|
+36,019
|
+6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$14.6M
|
-$5.04M
|
-150,013
|
-27%
|
|
|
5
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$11.4M
|
+$698K
|
+20,755
|
+8%
|
|
|
6
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$11.4M
|
+$10.9M
|
+322,980
|
New
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.2M
|
+$113K
|
+3,356
|
+1%
|
|
|
8
|
RWA Wealth Partners
Newton,
Massachusetts
|
$5.99M
|
+$5.7M
|
+169,517
|
New
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.04M
|
-$1.01M
|
-30,186
|
-17%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$5M
|
-$292K
|
-8,689
|
-6%
|
|
|
11
|
Q3 Asset Management
Birmingham,
Michigan
|
$4.89M
|
+$4.66M
|
+138,613
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.75M
|
+$2.58M
|
+76,614
|
+132%
|
|
|
13
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$3.75M
|
+$3.57M
|
+106,262
|
New
|
|
|
14
|
|
$3.73M
|
-$251K
|
-7,470
|
-7%
|
|
|
15
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$3.03M
|
+$1.88M
|
+55,879
|
+187%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$2.79M
|
-$1.92M
|
-57,234
|
-42%
|
|
|
17
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$2.52M
|
+$2.4M
|
+71,431
|
+142,862%
|
|
|
18
|
55I LLC
Boston,
Massachusetts
|
$2.27M
|
+$749K
|
+22,276
|
+53%
|
|
|
19
|
Soltis Investment Advisors
St. George,
Utah
|
$2.24M
|
+$2.13M
|
+63,346
|
New
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.91M
|
-$629K
|
-18,699
|
-26%
|
|
|
21
|
Demars Financial Group
Spokane Valley,
Washington
|
$1.91M
|
-$178K
|
-5,306
|
-9%
|
|
|
22
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$1.88M
|
+$1.79M
|
+53,131
|
New
|
|
|
23
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$1.86M
|
-$793K
|
-23,579
|
-31%
|
|
|
24
|
SVB Wealth
Boston,
Massachusetts
|
$1.82M
|
-$1.54M
|
-45,894
|
-47%
|
|
|
25
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.81M
|
+$236K
|
+7,008
|
+16%
|
|
