|
1
|
Charles Schwab
San Francisco,
California
|
$150M
|
+$54.2M
|
+1,118,805
|
+59%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$37.2M
|
+$1.76M
|
+36,421
|
+5%
|
|
|
3
|
RWA Wealth Partners
Newton,
Massachusetts
|
$36.3M
|
+$1.35M
|
+27,824
|
+4%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$35M
|
+$11.7M
|
+242,238
|
+53%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.4M
|
+$12.3M
|
+254,021
|
+61%
|
|
|
6
|
LVZ Inc
Holland,
Michigan
|
$22.2M
|
+$21.6M
|
+445,275
|
New
|
|
|
7
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$22M
|
+$3.22M
|
+66,478
|
+19%
|
|
|
8
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$21.1M
|
+$1.16M
|
+23,929
|
+6%
|
|
|
9
|
Halpern Financial
Ashburn,
Virginia
|
$14.9M
|
+$1.42M
|
+29,270
|
+11%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$14M
|
-$289K
|
-5,971
|
-2%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$12.3M
|
+$8.9M
|
+183,631
|
+285%
|
|
|
12
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$11.9M
|
+$11M
|
+226,849
|
+2,008%
|
|
|
13
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$10.2M
|
+$1.03M
|
+21,205
|
+12%
|
|
|
14
|
Karp Capital Management
Sausalito,
California
|
$10M
|
+$456K
|
+9,408
|
+5%
|
|
|
15
|
|
$9.04M
|
+$2.53M
|
+52,275
|
+40%
|
|
|
16
|
Vicus Capital
State College,
Pennsylvania
|
$9M
|
+$4.56M
|
+94,113
|
+108%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$8.91M
|
+$7.02M
|
+144,846
|
+423%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.73M
|
+$371K
|
+7,659
|
+5%
|
|
|
19
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$8.34M
|
-$2.45M
|
-50,483
|
-23%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$8.25M
|
-$2.34M
|
-48,301
|
-23%
|
|
|
21
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$8.11M
|
+$639K
|
+13,183
|
+9%
|
|
|
22
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$7.05M
|
+$6.87M
|
+141,729
|
New
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$7.02M
|
-$832K
|
-17,167
|
-11%
|
|
|
24
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$6.99M
|
+$2.17M
|
+44,728
|
+47%
|
|
|
25
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$6.46M
|
-$745K
|
-15,375
|
-11%
|
|
