|
1
|
Charles Schwab
San Francisco,
California
|
$149M
|
-$17.8M
|
-337,483
|
-10%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$56.7M
|
+$1.83M
|
+34,753
|
+3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$20.7M
|
+$669K
|
+12,683
|
+3%
|
|
|
4
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$15.6M
|
+$3.25M
|
+61,721
|
+22%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.6M
|
+$677K
|
+12,843
|
+8%
|
|
|
6
|
|
$6.95M
|
+$2.18M
|
+41,329
|
+44%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$6.85M
|
-$452K
|
-8,574
|
-6%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$6.26M
|
+$60.9K
|
+1,155
|
+1%
|
|
|
9
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.31M
|
–
|
–
|
–
|
|
|
10
|
SFI Advisors
Montclair,
New Jersey
|
$3.96M
|
+$4.28M
|
+81,168
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$3.88M
|
+$92.3K
|
+1,752
|
+2%
|
|
|
12
|
55I LLC
Boston,
Massachusetts
|
$3.78M
|
+$191K
|
+3,620
|
+5%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.71M
|
+$126K
|
+2,389
|
+3%
|
|
|
14
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$3.41M
|
+$128K
|
+2,427
|
+4%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$3.36M
|
-$2.48K
|
-47
|
-0.1%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.34M
|
-$3.18M
|
-60,352
|
-48%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.17M
|
-$3.86M
|
-73,195
|
-54%
|
|
|
18
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$3.09M
|
+$233K
|
+4,422
|
+8%
|
|
|
19
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$2.72M
|
+$363K
|
+6,881
|
+15%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.7M
|
+$50.9K
|
+966
|
+2%
|
|
|
21
|
Seaview Investment Managers
Miami,
Florida
|
$2.67M
|
+$2.74M
|
+52,000
|
New
|
|
|
22
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.54M
|
+$423K
|
+8,034
|
+19%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$2.38M
|
+$2.43M
|
+46,156
|
New
|
|
|
24
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$2.34M
|
-$103K
|
-1,961
|
-4%
|
|
|
25
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$2.33M
|
–
|
–
|
–
|
|
