|
1
|
Charles Schwab
San Francisco,
California
|
$91.5M
|
-$30.2M
|
-625,010
|
-25%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$39M
|
+$2.67M
|
+55,337
|
+8%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$20.5M
|
-$40.7K
|
-842
|
-0.2%
|
|
|
4
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$14.8M
|
-$118K
|
-2,439
|
-0.8%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.34M
|
-$7.23M
|
-149,748
|
-44%
|
|
|
6
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$7.2M
|
-$1.84M
|
-38,017
|
-21%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.07M
|
-$3.25M
|
-67,222
|
-32%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$6.2M
|
+$96K
|
+1,989
|
+2%
|
|
|
9
|
Q3 Asset Management
Birmingham,
Michigan
|
$6.14M
|
+$6.01M
|
+124,561
|
New
|
|
|
10
|
RWA Wealth Partners
Newton,
Massachusetts
|
$6M
|
-$256K
|
-5,309
|
-4%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.9M
|
-$581K
|
-12,035
|
-9%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.79M
|
+$2.98M
|
+61,748
|
+175%
|
|
|
13
|
|
$4.05M
|
+$23.9K
|
+496
|
+0.6%
|
|
|
14
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$3.95M
|
-$1.74M
|
-36,106
|
-31%
|
|
|
15
|
AE Wealth Management
Topeka,
Kansas
|
$3.78M
|
+$737K
|
+15,265
|
+25%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$3.39M
|
+$2.44M
|
+50,601
|
+280%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.33M
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$3.29M
|
-$194K
|
-4,011
|
-6%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.13M
|
-$171K
|
-3,534
|
-5%
|
|
|
20
|
55I LLC
Boston,
Massachusetts
|
$3.08M
|
+$238K
|
+4,938
|
+9%
|
|
|
21
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$2.86M
|
+$98K
|
+2,029
|
+4%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$2.8M
|
+$268K
|
+5,551
|
+11%
|
|
|
23
|
Harbour Investments
Madison,
Wisconsin
|
$2.78M
|
+$2.72M
|
+56,403
|
New
|
|
|
24
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.63M
|
+$74.5K
|
+1,542
|
+3%
|
|
|
25
|
HBW Advisory Services
Simi Valley,
California
|
$2.55M
|
-$2.69M
|
-55,772
|
-52%
|
|
