|
1
|
Charles Schwab
San Francisco,
California
|
$316M
|
+$3.86M
|
+58,473
|
+1%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$70.8M
|
+$6.29M
|
+95,173
|
+9%
|
|
|
3
|
Clal Insurance
Tel-Aviv,
Israel
|
$69.6M
|
–
|
–
|
–
|
|
|
4
|
RWA Wealth Partners
Newton,
Massachusetts
|
$44.1M
|
+$458K
|
+6,936
|
+1%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$37.8M
|
+$1.14M
|
+17,274
|
+3%
|
|
|
6
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$36.8M
|
+$2.89M
|
+43,711
|
+8%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.2M
|
+$3.03M
|
+45,864
|
+16%
|
|
|
8
|
Harbour Investments
Madison,
Wisconsin
|
$20M
|
+$325K
|
+4,915
|
+2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$19.4M
|
+$6.52M
|
+98,650
|
+48%
|
|
|
10
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$19.2M
|
+$1.18M
|
+17,833
|
+6%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$18.4M
|
+$131K
|
+1,978
|
+0.7%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$17.8M
|
+$6.5M
|
+98,386
|
+55%
|
|
|
13
|
Halpern Financial
Ashburn,
Virginia
|
$13.5M
|
+$953K
|
+14,426
|
+7%
|
|
|
14
|
Karp Capital Management
Sausalito,
California
|
$13.4M
|
+$167K
|
+2,520
|
+1%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$11.5M
|
+$3.96M
|
+59,872
|
+49%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$11.5M
|
+$3.35M
|
+50,690
|
+39%
|
|
|
17
|
|
$11.4M
|
-$121K
|
-1,831
|
-1%
|
|
|
18
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$10.7M
|
+$101K
|
+1,527
|
+0.9%
|
|
|
19
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$10.7M
|
+$1.06M
|
+16,101
|
+11%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$10.6M
|
-$117K
|
-1,773
|
-1%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.6M
|
-$1.47M
|
-22,251
|
-12%
|
|
|
22
|
L.J. Altfest & Co
New York
|
$10.5M
|
-$1.18M
|
-17,813
|
-10%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.2M
|
+$423K
|
+6,394
|
+4%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$9.71M
|
+$2.87M
|
+43,492
|
+40%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.38M
|
+$6.6M
|
+99,872
|
+317%
|
|
