|
1
|
Charles Schwab
San Francisco,
California
|
$254M
|
+$10.1M
|
+158,530
|
+4%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$86.7M
|
+$3.17M
|
+49,797
|
+4%
|
|
|
3
|
Clal Insurance
Tel-Aviv,
Israel
|
$71.6M
|
–
|
–
|
–
|
|
|
4
|
RWA Wealth Partners
Newton,
Massachusetts
|
$50.3M
|
+$2.49M
|
+39,099
|
+5%
|
|
|
5
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$37.7M
|
-$878K
|
-13,792
|
-2%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$37.3M
|
-$1.62M
|
-25,421
|
-4%
|
|
|
7
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$28.4M
|
+$7.39M
|
+116,056
|
+37%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.5M
|
+$424K
|
+6,663
|
+2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$20.5M
|
-$732K
|
-11,501
|
-4%
|
|
|
10
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$19.3M
|
+$9.35M
|
+146,899
|
+100%
|
|
|
11
|
Halpern Financial
Ashburn,
Virginia
|
$15.1M
|
+$928K
|
+14,581
|
+7%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$14.1M
|
+$164K
|
+2,583
|
+1%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.6M
|
+$4.42M
|
+69,388
|
+50%
|
|
|
14
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$12.6M
|
+$9.95M
|
+156,353
|
+431%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$12.5M
|
-$537K
|
-8,429
|
-4%
|
|
|
16
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$11.5M
|
+$87K
|
+1,367
|
+0.8%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$11.5M
|
-$1.2M
|
-18,836
|
-10%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$11M
|
-$681K
|
-10,701
|
-6%
|
|
|
19
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$10.3M
|
+$9.97M
|
+156,682
|
New
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.36M
|
-$830K
|
-13,041
|
-8%
|
|
|
21
|
Karp Capital Management
Sausalito,
California
|
$9.23M
|
-$5.07M
|
-79,637
|
-36%
|
|
|
22
|
|
$8.92M
|
-$3.79M
|
-59,613
|
-31%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.47M
|
+$3.04M
|
+47,701
|
+59%
|
|
|
24
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$8.44M
|
+$243K
|
+3,817
|
+3%
|
|
|
25
|
Connectus Wealth
Cincinnati,
Ohio
|
$8.17M
|
+$7.57M
|
+118,927
|
New
|
|
