|
1
|
Charles Schwab
San Francisco,
California
|
$305M
|
+$1.82M
|
+29,020
|
+0.6%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$102M
|
+$4.83M
|
+76,813
|
+5%
|
|
|
3
|
Clal Insurance
Tel-Aviv,
Israel
|
$61.7M
|
–
|
–
|
–
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$38.3M
|
-$6.03M
|
-96,005
|
-13%
|
|
|
5
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$34.5M
|
-$93.8K
|
-1,493
|
-0.3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.3M
|
+$12M
|
+190,406
|
+51%
|
|
|
7
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$29.1M
|
+$1.43M
|
+22,835
|
+5%
|
|
|
8
|
Harbour Investments
Madison,
Wisconsin
|
$26.5M
|
+$3.14M
|
+49,993
|
+13%
|
|
|
9
|
|
$26.2M
|
+$2.65M
|
+42,179
|
+11%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$25.4M
|
+$2.01M
|
+31,964
|
+8%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.4M
|
+$1.03M
|
+16,444
|
+5%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$20.2M
|
+$2.12M
|
+33,796
|
+11%
|
|
|
13
|
RWA Wealth Partners
Newton,
Massachusetts
|
$18.9M
|
-$1.08M
|
-17,199
|
-5%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16.4M
|
+$1.78M
|
+28,265
|
+12%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15.4M
|
-$1M
|
-15,977
|
-6%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$14.7M
|
+$97.8K
|
+1,557
|
+0.6%
|
|
|
17
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$14.1M
|
+$813K
|
+12,931
|
+6%
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$12.5M
|
+$2.05M
|
+32,664
|
+19%
|
|
|
19
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$10.5M
|
-$71.1K
|
-1,131
|
-0.6%
|
|
|
20
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$10.1M
|
+$302K
|
+4,810
|
+3%
|
|
|
21
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$10M
|
-$195K
|
-3,111
|
-2%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.99M
|
-$163K
|
-2,598
|
-2%
|
|
|
23
|
Weatherly Asset Management
Del Mar,
California
|
$9.93M
|
+$719K
|
+11,450
|
+8%
|
|
|
24
|
|
$9.6M
|
-$1.12M
|
-17,808
|
-10%
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$9.41M
|
+$319K
|
+5,069
|
+3%
|
|
