|
1
|
Charles Schwab
San Francisco,
California
|
$309M
|
-$4.8M
|
-71,012
|
-2%
|
|
|
2
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$192M
|
+$15M
|
+221,829
|
+9%
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$146M
|
+$13.2M
|
+194,559
|
+10%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$89M
|
-$8.67M
|
-128,229
|
-9%
|
|
|
5
|
AGF Management
Toronto,
Ontario, Canada
|
$46.5M
|
+$1.54M
|
+22,707
|
+4%
|
|
|
6
|
|
$31.4M
|
+$940K
|
+13,905
|
+3%
|
|
|
7
|
Vicus Capital
State College,
Pennsylvania
|
$24.7M
|
+$3.95M
|
+58,356
|
+20%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21M
|
+$2.03M
|
+30,095
|
+11%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$18.5M
|
+$17.6M
|
+260,183
|
New
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$17.2M
|
-$1.79M
|
-26,400
|
-10%
|
|
|
11
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$16.1M
|
-$551K
|
-8,153
|
-3%
|
|
|
12
|
Destiny Wealth Partners
Tavares,
Florida
|
$14.2M
|
+$330K
|
+4,887
|
+3%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$13.1M
|
+$46.5K
|
+687
|
+0.4%
|
|
|
14
|
Independence Financial Advisors
Franklin,
New Hampshire
|
$11.4M
|
+$938K
|
+13,880
|
+9%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$11.4M
|
-$263K
|
-3,891
|
-2%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$10.7M
|
-$6.07M
|
-89,747
|
-37%
|
|
|
17
|
Guerra Advisors
Miami,
Florida
|
$10.5M
|
+$1.28M
|
+18,917
|
+15%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$10.3M
|
-$148K
|
-2,194
|
-1%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$9.85M
|
+$6.05M
|
+89,467
|
+181%
|
|
|
20
|
Crumly & Associates
Springfield,
Illinois
|
$8.91M
|
+$112K
|
+1,658
|
+1%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.7M
|
+$2.41M
|
+35,711
|
+49%
|
|
|
22
|
Fischer Financial Services
Harrisburg,
Pennsylvania
|
$7.44M
|
-$113K
|
-1,676
|
-2%
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
$6.73M
|
-$1.69M
|
-24,998
|
-21%
|
|
|
24
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$6.36M
|
+$1.6M
|
+23,632
|
+36%
|
|
|
25
|
Kingswood Wealth Advisors
San Diego,
California
|
$6.31M
|
+$5.43M
|
+80,357
|
+944%
|
|
