|
1
|
Charles Schwab
San Francisco,
California
|
$241M
|
+$6.34M
|
+102,200
|
+3%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$78.9M
|
-$1.18M
|
-18,975
|
-1%
|
|
|
3
|
Clal Insurance
Tel-Aviv,
Israel
|
$61.8M
|
-$4.41M
|
-71,000
|
-7%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$43.9M
|
+$9.63M
|
+155,166
|
+27%
|
|
|
5
|
RWA Wealth Partners
Newton,
Massachusetts
|
$42.5M
|
-$4.07M
|
-65,612
|
-9%
|
|
|
6
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$32.7M
|
-$2.11M
|
-33,948
|
-6%
|
|
|
7
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$27M
|
+$795K
|
+12,811
|
+3%
|
|
|
8
|
Harbour Investments
Madison,
Wisconsin
|
$25.1M
|
+$25.6M
|
+412,938
|
New
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.3M
|
+$9.9M
|
+159,450
|
+77%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$20.9M
|
+$2.04M
|
+32,906
|
+11%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$18.1M
|
+$13.3M
|
+213,710
|
+254%
|
|
|
12
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$17.4M
|
-$468K
|
-7,537
|
-3%
|
|
|
13
|
|
$16.3M
|
+$8.26M
|
+133,059
|
+98%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.5M
|
-$3.83M
|
-61,758
|
-20%
|
|
|
15
|
Halpern Financial
Ashburn,
Virginia
|
$15.2M
|
+$1.32M
|
+21,275
|
+9%
|
|
|
16
|
Freedom Investment Management
Hartford,
Connecticut
|
$13.5M
|
+$12.7M
|
+204,041
|
+1,095%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$12.9M
|
+$2.82M
|
+45,377
|
+27%
|
|
|
18
|
Vicus Capital
State College,
Pennsylvania
|
$12.3M
|
+$10M
|
+161,043
|
+392%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$11.2M
|
-$543K
|
-8,746
|
-5%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.2M
|
+$3.41M
|
+54,900
|
+43%
|
|
|
21
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$10.6M
|
-$75K
|
-1,208
|
-0.7%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$10M
|
-$646K
|
-10,412
|
-6%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$9.71M
|
-$3.35M
|
-54,025
|
-25%
|
|
|
24
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$9.34M
|
-$169K
|
-2,716
|
-2%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.17M
|
+$531K
|
+8,557
|
+6%
|
|
