|
1
|
Lido Advisors
Los Angeles,
California
|
$126M
|
-$14.6M
|
-203,551
|
-10%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$114M
|
-$138M
|
-1,934,099
|
-55%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$37.9M
|
+$497K
|
+6,940
|
+1%
|
|
|
4
|
AGF Management
Toronto,
Ontario, Canada
|
$37M
|
+$17.7M
|
+247,887
|
+95%
|
|
|
5
|
|
$30.3M
|
-$2.16M
|
-30,199
|
-7%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$27.9M
|
-$8.29M
|
-115,801
|
-23%
|
|
|
7
|
Clal Insurance
Tel-Aviv,
Israel
|
$23.7M
|
–
|
–
|
–
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$22M
|
-$6.51M
|
-91,036
|
-23%
|
|
|
9
|
RWA Wealth Partners
Newton,
Massachusetts
|
$18.8M
|
-$1.83M
|
-25,639
|
-9%
|
|
|
10
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$18.7M
|
-$871K
|
-12,173
|
-5%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$17.8M
|
-$1.38M
|
-19,227
|
-7%
|
|
|
12
|
Weatherly Asset Management
Del Mar,
California
|
$17.1M
|
+$1.68M
|
+23,442
|
+11%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$16.6M
|
+$2.99M
|
+41,800
|
+22%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.8M
|
+$223K
|
+3,114
|
+2%
|
|
|
15
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$13.6M
|
-$3.45M
|
-48,180
|
-21%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$13.4M
|
+$237K
|
+3,316
|
+2%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.2M
|
+$552K
|
+7,716
|
+4%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$13M
|
-$289K
|
-4,040
|
-2%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.5M
|
-$377K
|
-5,274
|
-3%
|
|
|
20
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$12.4M
|
+$17.5K
|
+244
|
+0.1%
|
|
|
21
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$12.3M
|
+$8.8K
|
+123
|
+0.1%
|
|
|
22
|
Waterway Wealth Management
The Woodlands,
Texas
|
$11.5M
|
-$66.8K
|
-934
|
-0.6%
|
|
|
23
|
Vicus Capital
State College,
Pennsylvania
|
$11.5M
|
+$367K
|
+5,131
|
+3%
|
|
|
24
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$11.5M
|
+$438K
|
+6,123
|
+4%
|
|
|
25
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$11.4M
|
-$34.1K
|
-476
|
-0.3%
|
|
