|
1
|
Charles Schwab
San Francisco,
California
|
$255M
|
-$81.3M
|
-1,236,121
|
-25%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$87.2M
|
+$10.5M
|
+160,332
|
+14%
|
|
|
3
|
Clal Insurance
Tel-Aviv,
Israel
|
$74.8M
|
–
|
–
|
–
|
|
|
4
|
RWA Wealth Partners
Newton,
Massachusetts
|
$49.9M
|
+$2.28M
|
+34,640
|
+5%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$40.7M
|
+$84K
|
+1,277
|
+0.2%
|
|
|
6
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$36.2M
|
+$694K
|
+10,561
|
+2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$22.2M
|
+$1.24M
|
+18,876
|
+6%
|
|
|
8
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$21.7M
|
+$1.02M
|
+15,512
|
+5%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.3M
|
-$1.42M
|
-21,641
|
-7%
|
|
|
10
|
Harbour Investments
Madison,
Wisconsin
|
$21.2M
|
-$315K
|
-4,790
|
-2%
|
|
|
11
|
Karp Capital Management
Sausalito,
California
|
$15.1M
|
+$684K
|
+10,405
|
+5%
|
|
|
12
|
Halpern Financial
Ashburn,
Virginia
|
$14.8M
|
+$221K
|
+3,365
|
+2%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$14.5M
|
-$4.39M
|
-66,760
|
-24%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$13.7M
|
+$2.08M
|
+31,687
|
+19%
|
|
|
15
|
|
$13.4M
|
+$1.07M
|
+16,255
|
+9%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$13.3M
|
-$6.2M
|
-94,320
|
-33%
|
|
|
17
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$12.8M
|
+$1.24M
|
+18,925
|
+11%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$12.4M
|
+$11.1K
|
+169
|
+0.1%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$12.2M
|
-$212K
|
-3,222
|
-2%
|
|
|
20
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$12M
|
+$442K
|
+6,718
|
+4%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.7M
|
-$284K
|
-4,323
|
-3%
|
|
|
22
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$10.1M
|
+$9.68M
|
+147,274
|
New
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.51M
|
-$1.78M
|
-26,999
|
-16%
|
|
|
24
|
L.J. Altfest & Co
New York
|
$9.34M
|
-$1.9M
|
-28,830
|
-17%
|
|
|
25
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$8.57M
|
+$8.2M
|
+124,756
|
New
|
|
