|
1
|
Charles Schwab
San Francisco,
California
|
$212M
|
+$243M
|
+3,384,026
|
New
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$45.3M
|
+$3.53M
|
+49,196
|
+7%
|
|
|
3
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$41.6M
|
+$12.9M
|
+180,381
|
+48%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$29.4M
|
+$1.38M
|
+19,249
|
+4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.7M
|
-$8.18M
|
-114,062
|
-20%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.6M
|
+$26.8M
|
+373,794
|
New
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$17.3M
|
+$7.46M
|
+104,015
|
+61%
|
|
|
8
|
Advisory Services Network
Atlanta,
Georgia
|
$15M
|
+$9.8M
|
+136,581
|
+132%
|
|
|
9
|
King Wealth Management Group
Naples,
Florida
|
$9.89M
|
+$112K
|
+1,554
|
+1%
|
|
|
10
|
Spinnaker Trust
Portland,
Maine
|
$9.33M
|
-$118K
|
-1,639
|
-1%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.22M
|
-$2.12M
|
-29,612
|
-17%
|
|
|
12
|
RWA Wealth Partners
Newton,
Massachusetts
|
$8.78M
|
+$33.5K
|
+467
|
+0.3%
|
|
|
13
|
|
$7.87M
|
-$2.86M
|
-39,799
|
-24%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$7.41M
|
-$277K
|
-3,856
|
-3%
|
|
|
15
|
SVB Wealth
Boston,
Massachusetts
|
$7.37M
|
-$2.75M
|
-38,363
|
-25%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$7.34M
|
+$3.46M
|
+48,224
|
+70%
|
|
|
17
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$7.31M
|
-$1.03M
|
-14,320
|
-10%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$7.01M
|
+$893K
|
+12,448
|
+13%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$6.77M
|
+$589K
|
+8,202
|
+8%
|
|
|
20
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$6.25M
|
+$2.24M
|
+31,151
|
+45%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$6.15M
|
-$8.43M
|
-117,438
|
-55%
|
|
|
22
|
Halpern Financial
Ashburn,
Virginia
|
$5.55M
|
+$6.34M
|
+88,396
|
+53,573%
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$5.5M
|
-$435K
|
-6,065
|
-6%
|
|
|
24
|
Crumly & Associates
Springfield,
Illinois
|
$5.35M
|
+$4.62M
|
+64,406
|
+307%
|
|
|
25
|
Vicus Capital
State College,
Pennsylvania
|
$5.11M
|
-$73K
|
-1,017
|
-1%
|
|
