|
1
|
Charles Schwab
San Francisco,
California
|
$68.6M
|
+$2.6M
|
+71,905
|
+3%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$41.1M
|
+$5.26M
|
+145,574
|
+12%
|
|
|
3
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$12.6M
|
-$960K
|
-26,569
|
-6%
|
|
|
4
|
|
$8.66M
|
-$1.42M
|
-39,170
|
-12%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$8.49M
|
-$1.79M
|
-49,488
|
-15%
|
|
|
6
|
Crumly & Associates
Springfield,
Illinois
|
$5.03M
|
+$568K
|
+15,709
|
+11%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.99M
|
-$503K
|
-13,920
|
-8%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$4.55M
|
+$673K
|
+18,628
|
+15%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$4.06M
|
+$4.69M
|
+129,744
|
New
|
|
|
10
|
Prudential Financial
Newark,
New Jersey
|
$2.93M
|
-$117M
|
-3,248,432
|
-97%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$2.71M
|
+$401K
|
+11,107
|
+15%
|
|
|
12
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.33M
|
+$72.9K
|
+2,019
|
+3%
|
|
|
13
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$2.07M
|
-$109K
|
-3,022
|
-4%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.82M
|
-$324K
|
-8,982
|
-13%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.77M
|
-$95K
|
-2,630
|
-4%
|
|
|
16
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$1.62M
|
-$139K
|
-3,849
|
-7%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$1.61M
|
-$115K
|
-3,189
|
-6%
|
|
|
18
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$1.59M
|
-$76.3K
|
-2,113
|
-4%
|
|
|
19
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$1.58M
|
+$122K
|
+3,388
|
+7%
|
|
|
20
|
55I LLC
Boston,
Massachusetts
|
$1.56M
|
-$75.5K
|
-2,091
|
-4%
|
|
|
21
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.51M
|
-$101K
|
-2,795
|
-5%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.5M
|
-$390K
|
-10,809
|
-18%
|
|
|
23
|
Atria Wealth Solutions
New York
|
$1.49M
|
+$1.72M
|
+47,665
|
New
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.35M
|
-$646K
|
-17,890
|
-29%
|
|
|
25
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$1.32M
|
-$32.2K
|
-892
|
-2%
|
|
