|
1
|
Charles Schwab
San Francisco,
California
|
$233M
|
+$3.94M
|
+64,139
|
+2%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$79M
|
+$4.28M
|
+69,650
|
+5%
|
|
|
3
|
Clal Insurance
Tel-Aviv,
Israel
|
$58.7M
|
–
|
–
|
–
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$46.5M
|
+$5.17M
|
+84,014
|
+12%
|
|
|
5
|
RWA Wealth Partners
Newton,
Massachusetts
|
$41.2M
|
+$938K
|
+15,254
|
+2%
|
|
|
6
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$32.3M
|
+$1.24M
|
+20,230
|
+4%
|
|
|
7
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$26.9M
|
+$1.3M
|
+21,143
|
+5%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$26.6M
|
+$17M
|
+276,857
|
+151%
|
|
|
9
|
Harbour Investments
Madison,
Wisconsin
|
$25.1M
|
–
|
–
|
–
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.3M
|
+$3.34M
|
+54,259
|
+15%
|
|
|
11
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$22.9M
|
+$6.75M
|
+109,742
|
+38%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$21.8M
|
+$2.1M
|
+34,179
|
+10%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$18.4M
|
+$1.27M
|
+20,670
|
+7%
|
|
|
14
|
|
$17.9M
|
+$2.56M
|
+41,627
|
+15%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.3M
|
+$1.75M
|
+28,446
|
+11%
|
|
|
16
|
Halpern Financial
Ashburn,
Virginia
|
$14.4M
|
-$21.2K
|
-344
|
-0.1%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$14.4M
|
+$4.2M
|
+68,291
|
+38%
|
|
|
18
|
Freedom Investment Management
Hartford,
Connecticut
|
$14.3M
|
+$1.57M
|
+25,511
|
+11%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$12.9M
|
+$669K
|
+10,872
|
+5%
|
|
|
20
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$10.1M
|
+$71.5K
|
+1,162
|
+0.7%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$9.77M
|
+$582K
|
+9,460
|
+6%
|
|
|
22
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$9.47M
|
+$3.57M
|
+58,101
|
+55%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.3M
|
+$1.9M
|
+30,914
|
+24%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.26M
|
+$583K
|
+9,477
|
+6%
|
|
|
25
|
Vicus Capital
State College,
Pennsylvania
|
$9.12M
|
-$2.7M
|
-43,950
|
-22%
|
|
