|
1
|
Charles Schwab
San Francisco,
California
|
$315M
|
+$57.5M
|
+916,754
|
+22%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$101M
|
+$5.51M
|
+87,899
|
+6%
|
|
|
3
|
Clal Insurance
Tel-Aviv,
Israel
|
$64.3M
|
–
|
–
|
–
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$46M
|
-$8.54M
|
-136,242
|
-16%
|
|
|
5
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$36.1M
|
-$601K
|
-9,589
|
-2%
|
|
|
6
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$28.8M
|
+$354K
|
+5,638
|
+1%
|
|
|
7
|
|
$24.7M
|
+$1.79M
|
+28,511
|
+8%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$24.4M
|
+$1.08M
|
+17,295
|
+5%
|
|
|
9
|
Harbour Investments
Madison,
Wisconsin
|
$24.4M
|
+$2.22M
|
+35,340
|
+10%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.7M
|
-$11.6M
|
-185,481
|
-33%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.3M
|
+$692K
|
+11,033
|
+3%
|
|
|
12
|
RWA Wealth Partners
Newton,
Massachusetts
|
$20.8M
|
-$1.22M
|
-19,473
|
-6%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$18.9M
|
-$3.69M
|
-58,904
|
-16%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17M
|
-$624K
|
-9,943
|
-4%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.3M
|
-$17.4M
|
-277,149
|
-53%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$15.2M
|
+$327K
|
+5,214
|
+2%
|
|
|
17
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$14.1M
|
-$2.79M
|
-44,477
|
-17%
|
|
|
18
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$13.9M
|
+$1.18M
|
+18,770
|
+9%
|
|
|
19
|
Connectus Wealth
Cincinnati,
Ohio
|
$12.2M
|
-$2.86M
|
-45,551
|
-19%
|
|
|
20
|
|
$11.1M
|
+$5.47M
|
+87,231
|
+98%
|
|
|
21
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$11.1M
|
+$143K
|
+2,288
|
+1%
|
|
|
22
|
AE Wealth Management
Topeka,
Kansas
|
$11M
|
+$1.62M
|
+25,759
|
+17%
|
|
|
23
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$10.6M
|
-$481K
|
-7,672
|
-4%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.6M
|
-$343K
|
-5,471
|
-3%
|
|
|
25
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$10.3M
|
+$103K
|
+1,643
|
+1%
|
|
