|
1
|
Charles Schwab
San Francisco,
California
|
$173M
|
+$5.26M
|
+95,464
|
+3%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$57.1M
|
+$16.3M
|
+295,770
|
+38%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$20.8M
|
-$545K
|
-9,890
|
-2%
|
|
|
4
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$14.7M
|
-$93K
|
-1,688
|
-0.6%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.26M
|
+$386K
|
+6,998
|
+5%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$7.58M
|
+$5.46M
|
+99,089
|
+232%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.21M
|
-$2.93M
|
-53,220
|
-28%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.7M
|
+$305K
|
+5,526
|
+5%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$6.45M
|
-$85.8K
|
-1,557
|
-1%
|
|
|
10
|
RWA Wealth Partners
Newton,
Massachusetts
|
$5.94M
|
+$6.13M
|
+111,297
|
New
|
|
|
11
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$5.35M
|
+$700K
|
+12,700
|
+15%
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$5.07M
|
+$5.24M
|
+95,000
|
New
|
|
|
13
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.06M
|
–
|
–
|
–
|
|
|
14
|
|
$5.01M
|
-$233K
|
-4,230
|
-4%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$4.81M
|
+$915K
|
+16,608
|
+23%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$3.94M
|
+$295K
|
+5,347
|
+8%
|
|
|
17
|
55I LLC
Boston,
Massachusetts
|
$3.74M
|
+$282K
|
+5,108
|
+8%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.73M
|
-$16.1K
|
-293
|
-0.4%
|
|
|
19
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.73M
|
+$3.85M
|
+69,780
|
New
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$3.49M
|
+$393K
|
+7,122
|
+12%
|
|
|
21
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$3.42M
|
+$122K
|
+2,213
|
+4%
|
|
|
22
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$2.97M
|
+$521K
|
+9,460
|
+20%
|
|
|
23
|
Fulcrum Equity Management
Plano,
Texas
|
$2.92M
|
+$246K
|
+4,461
|
+9%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.76M
|
+$173K
|
+3,138
|
+6%
|
|
|
25
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$2.54M
|
-$69.1K
|
-1,254
|
-3%
|
|
