|
1
|
Charles Schwab
San Francisco,
California
|
$240M
|
+$3.24M
|
+47,946
|
+1%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$133M
|
+$5.87M
|
+86,920
|
+5%
|
|
|
3
|
Harbour Investments
Madison,
Wisconsin
|
$42.8M
|
+$5.26M
|
+77,883
|
+14%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$35.2M
|
-$2.43M
|
-36,019
|
-7%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$34.2M
|
+$981K
|
+14,523
|
+3%
|
|
|
6
|
|
$30.7M
|
+$2.02M
|
+29,894
|
+7%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$27M
|
-$3.59M
|
-53,108
|
-12%
|
|
|
8
|
Clal Insurance
Tel-Aviv,
Israel
|
$22.3M
|
-$46.9M
|
-694,000
|
-68%
|
|
|
9
|
RWA Wealth Partners
Newton,
Massachusetts
|
$19.5M
|
+$309K
|
+4,569
|
+2%
|
|
|
10
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$18.4M
|
-$1.05M
|
-15,489
|
-5%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$18.1M
|
-$45.8K
|
-678
|
-0.3%
|
|
|
12
|
AGF Management
Toronto,
Ontario, Canada
|
$17.8M
|
+$2.73M
|
+40,363
|
+18%
|
|
|
13
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$15.2M
|
+$245K
|
+3,627
|
+2%
|
|
|
14
|
Weatherly Asset Management
Del Mar,
California
|
$14.5M
|
+$620K
|
+9,172
|
+5%
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$13.4M
|
+$726K
|
+10,740
|
+6%
|
|
|
16
|
|
$13.2M
|
-$1.73M
|
-25,632
|
-12%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$12.8M
|
-$338K
|
-5,007
|
-3%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$12.4M
|
-$210K
|
-3,112
|
-2%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$12.3M
|
+$4.1M
|
+60,670
|
+48%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.1M
|
-$5.34M
|
-79,078
|
-31%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.9M
|
+$1.56M
|
+23,159
|
+15%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$11.9M
|
+$1.09M
|
+16,162
|
+10%
|
|
|
23
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$11.7M
|
-$71.7K
|
-1,061
|
-0.6%
|
|
|
24
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$11.6M
|
-$22K
|
-326
|
-0.2%
|
|
|
25
|
Waterway Wealth Management
The Woodlands,
Texas
|
$10.9M
|
-$1.49M
|
-22,024
|
-12%
|
|
