|
1
|
Charles Schwab
San Francisco,
California
|
$241M
|
-$110M
|
-1,625,375
|
-32%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$129M
|
+$8.05M
|
+118,778
|
+7%
|
|
|
3
|
Clal Insurance
Tel-Aviv,
Israel
|
$71.1M
|
–
|
–
|
–
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$38.3M
|
-$99.2K
|
-1,465
|
-0.3%
|
|
|
5
|
Harbour Investments
Madison,
Wisconsin
|
$38.1M
|
+$4.74M
|
+69,959
|
+15%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$33.8M
|
+$201K
|
+2,973
|
+0.6%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.2M
|
-$5.43M
|
-80,197
|
-15%
|
|
|
8
|
|
$29.1M
|
+$673K
|
+9,933
|
+2%
|
|
|
9
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$19.8M
|
-$515K
|
-7,608
|
-3%
|
|
|
10
|
RWA Wealth Partners
Newton,
Massachusetts
|
$19.5M
|
-$819K
|
-12,093
|
-4%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$19.2M
|
-$40.6K
|
-599
|
-0.2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$18.4M
|
-$814K
|
-12,019
|
-4%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.8M
|
-$2.86M
|
-42,175
|
-14%
|
|
|
14
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$16.1M
|
-$246K
|
-3,627
|
-2%
|
|
|
15
|
AGF Management
Toronto,
Ontario, Canada
|
$15.3M
|
+$9.78M
|
+144,436
|
+192%
|
|
|
16
|
|
$15.2M
|
+$1.88M
|
+27,825
|
+15%
|
|
|
17
|
Weatherly Asset Management
Del Mar,
California
|
$14.1M
|
+$1.04M
|
+15,334
|
+8%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.3M
|
+$9.22M
|
+136,165
|
+248%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$12.8M
|
-$3.05M
|
-45,037
|
-20%
|
|
|
20
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$12.8M
|
+$1.38M
|
+20,337
|
+12%
|
|
|
21
|
Waterway Wealth Management
The Woodlands,
Texas
|
$12.7M
|
-$761K
|
-11,238
|
-6%
|
|
|
22
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$12M
|
+$1.73M
|
+25,510
|
+17%
|
|
|
23
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$11.8M
|
-$54K
|
-797
|
-0.5%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$10.9M
|
+$3.34M
|
+49,326
|
+46%
|
|
|
25
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$10.9M
|
+$56.9K
|
+840
|
+0.5%
|
|
