|
1
|
Charles Schwab
San Francisco,
California
|
$203M
|
-$42.2M
|
-396,675
|
-17%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$95M
|
+$5.83M
|
+54,808
|
+7%
|
|
|
3
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$69.6M
|
+$2.82M
|
+26,499
|
+4%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$63.9M
|
-$5.31M
|
-49,991
|
-8%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$44.9M
|
-$18.6M
|
-174,818
|
-29%
|
|
|
6
|
Advisory Services Network
Atlanta,
Georgia
|
$28.4M
|
-$309K
|
-2,907
|
-1%
|
|
|
7
|
55I LLC
Boston,
Massachusetts
|
$25.2M
|
+$7.14M
|
+67,165
|
+39%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$20.3M
|
-$1.26M
|
-11,816
|
-6%
|
|
|
9
|
Halpern Financial
Ashburn,
Virginia
|
$19M
|
+$523K
|
+4,918
|
+3%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.9M
|
-$4.81M
|
-45,302
|
-20%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18.1M
|
-$223K
|
-2,094
|
-1%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$16.9M
|
-$3.1M
|
-29,172
|
-15%
|
|
|
13
|
|
$16.6M
|
+$939K
|
+8,835
|
+6%
|
|
|
14
|
King Wealth Management Group
Naples,
Florida
|
$13.8M
|
-$2.2M
|
-20,721
|
-14%
|
|
|
15
|
Freedom Investment Management
Hartford,
Connecticut
|
$13.2M
|
-$4.91M
|
-46,207
|
-27%
|
|
|
16
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$13M
|
-$386K
|
-3,634
|
-3%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$12.3M
|
-$510K
|
-4,803
|
-4%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.3M
|
+$708K
|
+6,665
|
+7%
|
|
|
19
|
RWA Wealth Partners
Newton,
Massachusetts
|
$10.6M
|
-$3.57M
|
-33,587
|
-25%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$10.6M
|
+$307K
|
+2,888
|
+3%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$10.1M
|
-$729K
|
-6,856
|
-7%
|
|
|
22
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$9.16M
|
-$1.64M
|
-15,402
|
-15%
|
|
|
23
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$9.09M
|
+$549K
|
+5,165
|
+6%
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$8.5M
|
+$96.8K
|
+911
|
+1%
|
|
|
25
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$7.75M
|
-$139K
|
-1,305
|
-2%
|
|
