|
1
|
Charles Schwab
San Francisco,
California
|
$106M
|
+$1.81M
|
+32,585
|
+2%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$71.9M
|
+$5.35M
|
+96,516
|
+8%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$32.8M
|
+$4.72M
|
+85,167
|
+16%
|
|
|
4
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$28M
|
-$3.14M
|
-56,664
|
-10%
|
|
|
5
|
Congress Wealth Management
Boston,
Massachusetts
|
$20.9M
|
-$1.57M
|
-28,388
|
-7%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$20.5M
|
+$21M
|
+379,410
|
New
|
|
|
7
|
Connectus Wealth
Cincinnati,
Ohio
|
$16.1M
|
+$16M
|
+288,214
|
New
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$16.1M
|
-$6.73M
|
-121,386
|
-29%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$14M
|
-$5.68M
|
-102,338
|
-28%
|
|
|
10
|
Vicus Capital
State College,
Pennsylvania
|
$14M
|
+$13.1M
|
+235,681
|
+1,036%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$11.4M
|
+$972K
|
+17,530
|
+9%
|
|
|
12
|
Destiny Wealth Partners
Tavares,
Florida
|
$10.7M
|
+$4.31M
|
+77,754
|
+65%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$10.6M
|
+$1.63M
|
+29,449
|
+18%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$10.4M
|
+$3.56M
|
+64,251
|
+50%
|
|
|
15
|
|
$9.2M
|
-$41.6K
|
-750
|
-0.4%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.06M
|
-$11.6M
|
-208,646
|
-56%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.89M
|
-$5.52M
|
-99,509
|
-39%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.79M
|
-$36.7K
|
-661
|
-0.4%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$8.69M
|
+$2.07M
|
+37,287
|
+30%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$7.79M
|
-$2.34M
|
-42,177
|
-23%
|
|
|
21
|
55I LLC
Boston,
Massachusetts
|
$7.68M
|
+$54.1K
|
+976
|
+0.7%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$7.36M
|
+$63.7K
|
+1,148
|
+0.9%
|
|
|
23
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$7.1M
|
-$8.65K
|
-156
|
-0.1%
|
|
|
24
|
Beaumont Capital Management
Boston,
Massachusetts
|
$7.01M
|
+$6.97M
|
+125,623
|
+3,229%
|
|
|
25
|
Personal CFO Solutions
Chester,
New Jersey
|
$6.02M
|
+$6.16M
|
+111,144
|
New
|
|
