|
1
|
Charles Schwab
San Francisco,
California
|
$81.2M
|
+$89.5M
|
+1,888,242
|
New
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$30.6M
|
+$2.28M
|
+48,175
|
+7%
|
|
|
3
|
RWA Wealth Partners
Newton,
Massachusetts
|
$30.1M
|
-$305K
|
-6,446
|
-0.9%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.8M
|
+$6.11M
|
+128,939
|
+39%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.9M
|
+$2.44M
|
+51,583
|
+14%
|
|
|
6
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$17.2M
|
-$28.9M
|
-609,032
|
-60%
|
|
|
7
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$17.1M
|
-$3.85M
|
-81,301
|
-19%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.3M
|
+$13.6M
|
+287,024
|
New
|
|
|
9
|
Halpern Financial
Ashburn,
Virginia
|
$11.6M
|
+$1.69M
|
+35,717
|
+15%
|
|
|
10
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$9.37M
|
-$113K
|
-2,391
|
-1%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$9.2M
|
-$1.41M
|
-29,840
|
-12%
|
|
|
12
|
Karp Capital Management
Sausalito,
California
|
$8.24M
|
+$864K
|
+18,247
|
+11%
|
|
|
13
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$7.85M
|
+$2M
|
+42,127
|
+30%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.21M
|
-$144K
|
-3,041
|
-2%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$6.8M
|
+$778K
|
+16,413
|
+12%
|
|
|
16
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$6.44M
|
-$332
|
-7
|
-0%
|
|
|
17
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$6.24M
|
-$14.6K
|
-308
|
-0.2%
|
|
|
18
|
|
$5.56M
|
+$200K
|
+4,227
|
+3%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$5.15M
|
-$382K
|
-8,054
|
-6%
|
|
|
20
|
SVB Wealth
Boston,
Massachusetts
|
$5.1M
|
-$2.11M
|
-44,435
|
-27%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.01M
|
-$20.6K
|
-435
|
-0.4%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$4.83M
|
-$90.3K
|
-1,906
|
-2%
|
|
|
23
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$4.39M
|
+$2M
|
+42,251
|
+71%
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
$4.06M
|
-$1.25M
|
-26,354
|
-22%
|
|
|
25
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$3.95M
|
+$4.54M
|
+95,797
|
New
|
|
