|
1
|
Charles Schwab
San Francisco,
California
|
$328M
|
+$2.93M
|
+48,012
|
+1%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$112M
|
+$3.53M
|
+57,822
|
+3%
|
|
|
3
|
Clal Insurance
Tel-Aviv,
Israel
|
$65.9M
|
–
|
–
|
–
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$35.6M
|
-$5.01M
|
-81,950
|
-13%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.1M
|
-$2.35M
|
-38,543
|
-7%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$31.1M
|
+$3.81M
|
+62,422
|
+15%
|
|
|
7
|
Harbour Investments
Madison,
Wisconsin
|
$30.8M
|
+$2.44M
|
+39,957
|
+9%
|
|
|
8
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$29.6M
|
-$1.3M
|
-21,321
|
-4%
|
|
|
9
|
|
$26.3M
|
-$1.6M
|
-26,266
|
-6%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.3M
|
-$4.42M
|
-72,291
|
-20%
|
|
|
11
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$18.9M
|
-$17M
|
-278,464
|
-49%
|
|
|
12
|
RWA Wealth Partners
Newton,
Massachusetts
|
$18.9M
|
-$1.23M
|
-20,085
|
-6%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$18.1M
|
+$4.2M
|
+68,731
|
+33%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$17.9M
|
+$2.08M
|
+34,089
|
+14%
|
|
|
15
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$15.2M
|
+$96.5K
|
+1,580
|
+0.7%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$14.8M
|
+$5.78M
|
+94,552
|
+70%
|
|
|
17
|
Waterway Wealth Management
The Woodlands,
Texas
|
$12.5M
|
+$11.8M
|
+192,600
|
New
|
|
|
18
|
|
$12.3M
|
+$1.91M
|
+31,315
|
+20%
|
|
|
19
|
Weatherly Asset Management
Del Mar,
California
|
$12.1M
|
+$1.43M
|
+23,351
|
+14%
|
|
|
20
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$11M
|
-$236K
|
-3,869
|
-2%
|
|
|
21
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$10.6M
|
+$509K
|
+8,339
|
+5%
|
|
|
22
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$10M
|
-$762K
|
-12,471
|
-7%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.93M
|
-$690K
|
-11,294
|
-7%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.88M
|
-$7.24M
|
-118,615
|
-44%
|
|
|
25
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$9.43M
|
+$281K
|
+4,602
|
+3%
|
|
