|
1
|
Charles Schwab
San Francisco,
California
|
$259M
|
+$421K
|
+6,731
|
+0.2%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$90.7M
|
+$2.96M
|
+47,269
|
+3%
|
|
|
3
|
Clal Insurance
Tel-Aviv,
Israel
|
$65.2M
|
–
|
–
|
–
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$59.8M
|
+$8M
|
+127,992
|
+16%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$41.4M
|
+$14.1M
|
+225,044
|
+53%
|
|
|
6
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$35.4M
|
-$449K
|
-7,186
|
-1%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$32.1M
|
+$2.57M
|
+41,180
|
+9%
|
|
|
8
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$28.9M
|
-$943K
|
-15,084
|
-3%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$27.3M
|
+$8.95M
|
+143,155
|
+51%
|
|
|
10
|
Harbour Investments
Madison,
Wisconsin
|
$26.8M
|
+$366K
|
+5,851
|
+1%
|
|
|
11
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$25.6M
|
+$200K
|
+3,196
|
+0.8%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$24.4M
|
+$152K
|
+2,428
|
+0.6%
|
|
|
13
|
|
$23.4M
|
+$3.48M
|
+55,631
|
+18%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$23.2M
|
+$7.11M
|
+113,792
|
+46%
|
|
|
15
|
RWA Wealth Partners
Newton,
Massachusetts
|
$22.7M
|
-$22.6M
|
-360,949
|
-50%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$19.8M
|
-$540K
|
-8,637
|
-3%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.1M
|
+$5.66M
|
+90,566
|
+56%
|
|
|
18
|
Halpern Financial
Ashburn,
Virginia
|
$15.9M
|
-$133K
|
-2,120
|
-0.8%
|
|
|
19
|
Freedom Investment Management
Hartford,
Connecticut
|
$15.4M
|
-$450K
|
-7,192
|
-3%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$14.9M
|
+$625K
|
+9,993
|
+4%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$11.8M
|
+$1.69M
|
+27,097
|
+17%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.3M
|
+$976K
|
+15,614
|
+10%
|
|
|
23
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$11.2M
|
-$7K
|
-112
|
-0.1%
|
|
|
24
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$10.8M
|
+$257K
|
+4,107
|
+2%
|
|
|
25
|
Vicus Capital
State College,
Pennsylvania
|
$10.3M
|
+$201K
|
+3,222
|
+2%
|
|
