|
1
|
Charles Schwab
San Francisco,
California
|
$251M
|
+$2.22M
|
+35,735
|
+0.9%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$92.9M
|
+$5.84M
|
+94,107
|
+7%
|
|
|
3
|
Clal Insurance
Tel-Aviv,
Israel
|
$62.6M
|
–
|
–
|
–
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$53.2M
|
-$4.37M
|
-70,485
|
-8%
|
|
|
5
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$35.7M
|
+$1.78M
|
+28,610
|
+5%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.5M
|
-$5.34M
|
-86,103
|
-13%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$32M
|
+$1.14M
|
+18,305
|
+4%
|
|
|
8
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$27.7M
|
-$19.7K
|
-317
|
-0.1%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$22.7M
|
-$725K
|
-11,681
|
-3%
|
|
|
10
|
|
$22.3M
|
-$219K
|
-3,530
|
-1%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$22.1M
|
-$283K
|
-4,552
|
-1%
|
|
|
12
|
Harbour Investments
Madison,
Wisconsin
|
$21.6M
|
-$4.18M
|
-67,352
|
-16%
|
|
|
13
|
RWA Wealth Partners
Newton,
Massachusetts
|
$21.4M
|
-$347K
|
-5,586
|
-2%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$21.2M
|
+$2.22M
|
+35,696
|
+12%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.1M
|
-$5.19M
|
-83,606
|
-20%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17.2M
|
+$1.74M
|
+27,989
|
+11%
|
|
|
17
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$16.4M
|
-$8.22M
|
-132,464
|
-33%
|
|
|
18
|
Connectus Wealth
Cincinnati,
Ohio
|
$14.6M
|
+$9.84M
|
+158,597
|
+199%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$14.5M
|
+$116K
|
+1,863
|
+0.8%
|
|
|
20
|
Freedom Investment Management
Hartford,
Connecticut
|
$13.4M
|
-$1.45M
|
-23,310
|
-10%
|
|
|
21
|
Halpern Financial
Ashburn,
Virginia
|
$13.3M
|
-$1.99M
|
-32,068
|
-13%
|
|
|
22
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$12.4M
|
+$2.97M
|
+47,773
|
+31%
|
|
|
23
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$10.8M
|
+$477K
|
+7,687
|
+5%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.6M
|
-$204K
|
-3,287
|
-2%
|
|
|
25
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$10.6M
|
-$152K
|
-2,445
|
-1%
|
|
