|
1
|
Charles Schwab
San Francisco,
California
|
$345M
|
-$1.75M
|
-13,468
|
-0.5%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$181M
|
+$21.9M
|
+168,629
|
+14%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$109M
|
+$20.4M
|
+156,987
|
+24%
|
|
|
4
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$88.3M
|
+$7.06M
|
+54,389
|
+8%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$52.1M
|
+$4.63M
|
+35,649
|
+10%
|
|
|
6
|
Advisory Services Network
Atlanta,
Georgia
|
$40.1M
|
-$951K
|
-7,325
|
-2%
|
|
|
7
|
Brookstone Capital Management
Wheaton,
Illinois
|
$35.1M
|
-$12.1M
|
-93,527
|
-26%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$30.2M
|
+$3.21M
|
+24,741
|
+12%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$26.9M
|
+$2.06M
|
+15,833
|
+9%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$26.3M
|
+$1.45M
|
+11,191
|
+6%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$25.1M
|
-$189K
|
-1,459
|
-0.8%
|
|
|
12
|
|
$24.1M
|
+$692K
|
+5,331
|
+3%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$20.1M
|
-$1.57M
|
-12,065
|
-8%
|
|
|
14
|
King Wealth Management Group
Naples,
Florida
|
$17.8M
|
+$167K
|
+1,283
|
+1%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.3M
|
+$449K
|
+3,456
|
+3%
|
|
|
16
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$15.5M
|
+$133K
|
+1,026
|
+0.8%
|
|
|
17
|
55I LLC
Boston,
Massachusetts
|
$14.6M
|
-$360K
|
-2,775
|
-3%
|
|
|
18
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$13.7M
|
+$2.09M
|
+16,110
|
+19%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$13.5M
|
+$766K
|
+5,898
|
+6%
|
|
|
20
|
RWA Wealth Partners
Newton,
Massachusetts
|
$13.5M
|
-$115K
|
-889
|
-0.9%
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$12.6M
|
+$440K
|
+3,392
|
+4%
|
|
|
22
|
Halpern Financial
Ashburn,
Virginia
|
$12.5M
|
-$447K
|
-3,445
|
-4%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$12.4M
|
-$881K
|
-6,786
|
-7%
|
|
|
24
|
Prudential Financial
Newark,
New Jersey
|
$11.8M
|
+$6.85M
|
+52,797
|
+150%
|
|
|
25
|
Freedom Investment Management
Hartford,
Connecticut
|
$10.7M
|
-$949K
|
-7,313
|
-8%
|
|
