|
1
|
Charles Schwab
San Francisco,
California
|
$251M
|
-$8.43M
|
-140,023
|
-3%
|
|
|
2
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$114M
|
+$122M
|
+2,025,192
|
New
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$101M
|
+$4.75M
|
+78,816
|
+5%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$71.1M
|
+$9.57M
|
+158,977
|
+14%
|
|
|
5
|
AGF Management
Toronto,
Ontario, Canada
|
$32.2M
|
+$747K
|
+12,398
|
+2%
|
|
|
6
|
|
$22.9M
|
+$1.48M
|
+24,598
|
+6%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$16M
|
-$365K
|
-6,069
|
-2%
|
|
|
8
|
Vicus Capital
State College,
Pennsylvania
|
$15.6M
|
+$16.7M
|
+277,504
|
New
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.2M
|
-$1.68M
|
-27,943
|
-10%
|
|
|
10
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$13.5M
|
-$622K
|
-10,334
|
-4%
|
|
|
11
|
Destiny Wealth Partners
Tavares,
Florida
|
$10.5M
|
+$449K
|
+7,461
|
+4%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$10.3M
|
+$526K
|
+8,734
|
+5%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$10.2M
|
+$3.25M
|
+53,928
|
+42%
|
|
|
14
|
Guerra Advisors
Miami,
Florida
|
$9.8M
|
-$279K
|
-4,630
|
-3%
|
|
|
15
|
Independence Financial Advisors
Franklin,
New Hampshire
|
$8.99M
|
+$9.62M
|
+159,750
|
New
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$8.72M
|
-$661K
|
-10,984
|
-7%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$8.48M
|
-$1.11M
|
-18,402
|
-11%
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$6.28M
|
-$43K
|
-714
|
-0.6%
|
|
|
19
|
Crumly & Associates
Springfield,
Illinois
|
$6.27M
|
+$4.57M
|
+75,817
|
+213%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.17M
|
-$207K
|
-3,445
|
-3%
|
|
|
21
|
Fischer Financial Services
Harrisburg,
Pennsylvania
|
$5.98M
|
+$14K
|
+233
|
+0.2%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.32M
|
+$22.6K
|
+376
|
+0.4%
|
|
|
23
|
Beaumont Capital Management
Boston,
Massachusetts
|
$5.09M
|
-$352K
|
-5,841
|
-6%
|
|
|
24
|
Southern Capital Advisors
Jackson,
Tennessee
|
$4.38M
|
-$109K
|
-1,804
|
-2%
|
|
|
25
|
Yoder Wealth Management
Walnut Creek,
California
|
$4.08M
|
+$338K
|
+5,608
|
+8%
|
|
