|
1
|
Charles Schwab
San Francisco,
California
|
$312M
|
+$9.83M
|
+159,534
|
+3%
|
|
|
2
|
Clal Insurance
Tel-Aviv,
Israel
|
$69.5M
|
–
|
–
|
–
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$64.7M
|
+$6.2M
|
+100,719
|
+11%
|
|
|
4
|
RWA Wealth Partners
Newton,
Massachusetts
|
$43.6M
|
+$695K
|
+11,288
|
+2%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$36.6M
|
+$554K
|
+8,993
|
+2%
|
|
|
6
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$34M
|
+$2.36M
|
+38,293
|
+8%
|
|
|
7
|
Harbour Investments
Madison,
Wisconsin
|
$19.7M
|
-$2.06M
|
-33,452
|
-10%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$18.3M
|
+$449K
|
+7,288
|
+3%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.2M
|
+$101K
|
+1,632
|
+0.6%
|
|
|
10
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$18M
|
+$1.08M
|
+17,603
|
+7%
|
|
|
11
|
Karp Capital Management
Sausalito,
California
|
$13.2M
|
+$399K
|
+6,480
|
+3%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$13.1M
|
-$79.9K
|
-1,297
|
-0.6%
|
|
|
13
|
Halpern Financial
Ashburn,
Virginia
|
$12.6M
|
-$6.34M
|
-102,979
|
-34%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$12M
|
+$17.2K
|
+280
|
+0.1%
|
|
|
15
|
L.J. Altfest & Co
New York
|
$11.6M
|
+$269K
|
+4,372
|
+2%
|
|
|
16
|
|
$11.5M
|
-$1.49M
|
-24,205
|
-12%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$11.5M
|
-$139K
|
-2,256
|
-1%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$10.8M
|
-$193K
|
-3,126
|
-2%
|
|
|
19
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$10.6M
|
+$108K
|
+1,747
|
+1%
|
|
|
20
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$10.3M
|
+$1.63M
|
+26,533
|
+20%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.79M
|
-$343K
|
-5,577
|
-4%
|
|
|
22
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$9.64M
|
-$801K
|
-13,012
|
-8%
|
|
|
23
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$8.27M
|
+$76.7K
|
+1,245
|
+1%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$8.25M
|
+$123K
|
+1,996
|
+2%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$7.71M
|
-$1.3M
|
-21,070
|
-15%
|
|
