|
1
|
Charles Schwab
San Francisco,
California
|
$47M
|
-$21.7M
|
-680,239
|
-31%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$38M
|
-$2.89M
|
-90,556
|
-7%
|
|
|
3
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$11.7M
|
-$782K
|
-24,497
|
-6%
|
|
|
4
|
|
$11M
|
+$2.44M
|
+76,324
|
+28%
|
|
|
5
|
|
$10.8M
|
+$11.1M
|
+348,138
|
New
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$6.97M
|
+$2.52M
|
+78,791
|
+54%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.66M
|
+$1.76M
|
+55,078
|
+35%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$6.35M
|
-$2.14M
|
-67,000
|
-25%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$3.58M
|
+$912K
|
+28,564
|
+33%
|
|
|
10
|
BBJS Financial Advisors
Seattle,
Washington
|
$3.23M
|
+$3.32M
|
+104,121
|
New
|
|
|
11
|
Win Advisors
Palm Beach Gardens,
Florida
|
$3.12M
|
+$3.21M
|
+100,568
|
New
|
|
|
12
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.09M
|
-$226K
|
-7,090
|
-10%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$2.01M
|
+$423K
|
+13,233
|
+26%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.86M
|
+$58K
|
+1,817
|
+3%
|
|
|
15
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.85M
|
-$211K
|
-6,600
|
-10%
|
|
|
16
|
AGF Management
Toronto,
Ontario, Canada
|
$1.76M
|
+$1.81M
|
+56,637
|
New
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$1.7M
|
+$1.3M
|
+40,649
|
+289%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.69M
|
-$64.3K
|
-2,013
|
-4%
|
|
|
19
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$1.62M
|
+$49.1K
|
+1,538
|
+3%
|
|
|
20
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$1.52M
|
-$59K
|
-1,847
|
-4%
|
|
|
21
|
|
$1.41M
|
+$1.35M
|
+42,206
|
+1,335%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.34M
|
+$137K
|
+4,288
|
+11%
|
|
|
23
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.33M
|
-$168K
|
-5,274
|
-11%
|
|
|
24
|
Southern Capital Advisors
Jackson,
Tennessee
|
$1.33M
|
+$280K
|
+8,776
|
+26%
|
|
|
25
|
Atria Wealth Solutions
New York
|
$1.31M
|
-$177K
|
-5,548
|
-12%
|
|
