|
1
|
Charles Schwab
San Francisco,
California
|
$266M
|
+$83.8M
|
+1,518,554
|
+49%
|
|
|
2
|
Clal Insurance
Tel-Aviv,
Israel
|
$58.9M
|
+$60.1M
|
+1,090,000
|
New
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$47.8M
|
+$2.03M
|
+36,844
|
+5%
|
|
|
4
|
RWA Wealth Partners
Newton,
Massachusetts
|
$45.6M
|
+$3.01M
|
+54,594
|
+7%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$32.7M
|
-$3.31M
|
-59,908
|
-10%
|
|
|
6
|
LVZ Inc
Holland,
Michigan
|
$28M
|
+$1.34M
|
+24,331
|
+5%
|
|
|
7
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$27.9M
|
-$220K
|
-3,981
|
-0.9%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.2M
|
-$1.75M
|
-31,694
|
-8%
|
|
|
9
|
Halpern Financial
Ashburn,
Virginia
|
$17.7M
|
-$96.8K
|
-1,755
|
-0.6%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$17M
|
-$889K
|
-16,107
|
-5%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.7M
|
+$71.3K
|
+1,292
|
+0.4%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$15.3M
|
-$74.2K
|
-1,344
|
-0.5%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$13.8M
|
-$8.33M
|
-150,992
|
-38%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$12.8M
|
+$664K
|
+12,033
|
+6%
|
|
|
15
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$12.4M
|
+$11.6M
|
+209,652
|
+4,356%
|
|
|
16
|
|
$11M
|
+$718K
|
+13,018
|
+7%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.8M
|
+$84K
|
+1,522
|
+0.8%
|
|
|
18
|
Karp Capital Management
Sausalito,
California
|
$10.8M
|
-$98.3K
|
-1,782
|
-0.9%
|
|
|
19
|
Vicus Capital
State College,
Pennsylvania
|
$10.2M
|
-$254K
|
-4,608
|
-3%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$10.1M
|
+$3.09M
|
+55,987
|
+47%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$9.39M
|
-$314K
|
-5,697
|
-3%
|
|
|
22
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$9.37M
|
+$14.7K
|
+266
|
+0.2%
|
|
|
23
|
L.J. Altfest & Co
New York
|
$9.29M
|
+$8.88M
|
+160,943
|
New
|
|
|
24
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$8.65M
|
+$512K
|
+9,283
|
+7%
|
|
|
25
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$8.64M
|
-$1.16M
|
-21,076
|
-12%
|
|
