|
1
|
Charles Schwab
San Francisco,
California
|
$279M
|
+$7.13M
|
+120,628
|
+3%
|
|
|
2
|
Clal Insurance
Tel-Aviv,
Israel
|
$64.3M
|
–
|
–
|
–
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$53.9M
|
+$5.05M
|
+85,449
|
+10%
|
|
|
4
|
RWA Wealth Partners
Newton,
Massachusetts
|
$39.7M
|
-$6.88M
|
-116,293
|
-15%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$33.4M
|
-$30.2K
|
-510
|
-0.1%
|
|
|
6
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$29.2M
|
+$1.99M
|
+33,669
|
+7%
|
|
|
7
|
Harbour Investments
Madison,
Wisconsin
|
$20.2M
|
+$20.2M
|
+342,037
|
New
|
|
|
8
|
Halpern Financial
Ashburn,
Virginia
|
$17.7M
|
-$408K
|
-6,904
|
-2%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.7M
|
-$335K
|
-5,664
|
-2%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$16.5M
|
+$880K
|
+14,875
|
+6%
|
|
|
11
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$15.7M
|
+$3.02M
|
+51,074
|
+24%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$12.2M
|
+$1.96M
|
+33,060
|
+19%
|
|
|
13
|
|
$12.1M
|
+$878K
|
+14,838
|
+8%
|
|
|
14
|
Karp Capital Management
Sausalito,
California
|
$11.8M
|
+$833K
|
+14,085
|
+8%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.1M
|
-$9.62M
|
-162,626
|
-46%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$10.7M
|
-$3.5M
|
-59,240
|
-25%
|
|
|
17
|
L.J. Altfest & Co
New York
|
$10.5M
|
+$1.03M
|
+17,366
|
+11%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$10.1M
|
-$2.95M
|
-49,958
|
-23%
|
|
|
19
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$9.69M
|
+$864K
|
+14,606
|
+10%
|
|
|
20
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$9.68M
|
+$115K
|
+1,942
|
+1%
|
|
|
21
|
Vicus Capital
State College,
Pennsylvania
|
$9.68M
|
-$751K
|
-12,696
|
-7%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.38M
|
-$1.64M
|
-27,694
|
-15%
|
|
|
23
|
LVZ Inc
Holland,
Michigan
|
$9.29M
|
-$19.4M
|
-327,225
|
-68%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$8.38M
|
-$1.21M
|
-20,495
|
-13%
|
|
|
25
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$7.97M
|
+$1.64M
|
+27,802
|
+26%
|
|
