|
1
|
Charles Schwab
San Francisco,
California
|
$54.3M
|
-$6.82M
|
-285,579
|
-11%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$46.5M
|
-$2.3M
|
-96,491
|
-5%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$35.4M
|
+$7.02M
|
+294,055
|
+25%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
$33.2M
|
+$2.05M
|
+86,097
|
+7%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$23.2M
|
+$199K
|
+8,321
|
+0.9%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.2M
|
+$370K
|
+15,485
|
+2%
|
|
|
7
|
Yarbrough Capital
Franklin,
Tennessee
|
$17M
|
–
|
–
|
–
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.5M
|
+$457K
|
+19,140
|
+3%
|
|
|
9
|
Vicus Capital
State College,
Pennsylvania
|
$13.6M
|
-$1.87M
|
-78,411
|
-12%
|
|
|
10
|
AE Wealth Management
Topeka,
Kansas
|
$10.7M
|
+$4.12M
|
+172,607
|
+63%
|
|
|
11
|
|
$9.68M
|
-$310K
|
-12,990
|
-3%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$7.12M
|
+$1.6M
|
+66,853
|
+29%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$7.04M
|
+$764
|
+32
|
+0%
|
|
|
14
|
Prudential Financial
Newark,
New Jersey
|
$6.83M
|
-$316K
|
-13,236
|
-4%
|
|
|
15
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$6.45M
|
+$1.22M
|
+50,942
|
+24%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$6.26M
|
+$753K
|
+31,551
|
+14%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.09M
|
-$326K
|
-13,656
|
-5%
|
|
|
18
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$5.69M
|
-$186K
|
-7,782
|
-3%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$5.67M
|
-$3.03M
|
-127,124
|
-35%
|
|
|
20
|
KCM Investment Advisors
Greenbrae,
California
|
$5.43M
|
+$87.2K
|
+3,652
|
+2%
|
|
|
21
|
Leuthold Group
Minneapolis,
Minnesota
|
$4.96M
|
+$1.64M
|
+68,722
|
+49%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$4.86M
|
-$266K
|
-11,163
|
-5%
|
|
|
23
|
Cutler Capital Management
Worcester,
Massachusetts
|
$4.77M
|
-$25.1K
|
-1,051
|
-0.5%
|
|
|
24
|
Kestra Private Wealth Services
Austin,
Texas
|
$4.77M
|
+$4.15M
|
+173,928
|
+669%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$4.62M
|
-$388K
|
-16,275
|
-8%
|
|
