|
1
|
Charles Schwab
San Francisco,
California
|
$285M
|
-$28.3M
|
-232,961
|
-9%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$165M
|
+$169K
|
+1,392
|
+0.1%
|
|
|
3
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$87.5M
|
-$5.53M
|
-45,601
|
-6%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$84.3M
|
-$14.2M
|
-116,899
|
-15%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.1M
|
-$5.22M
|
-42,997
|
-11%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$31.3M
|
+$8.34M
|
+68,726
|
+37%
|
|
|
7
|
Advisory Services Network
Atlanta,
Georgia
|
$27.8M
|
-$8.53M
|
-70,335
|
-24%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$25.5M
|
-$1.9M
|
-15,695
|
-7%
|
|
|
9
|
Connectus Wealth
Cincinnati,
Ohio
|
$21.1M
|
+$18.9M
|
+156,058
|
New
|
|
|
10
|
|
$20.4M
|
-$1.56M
|
-12,879
|
-7%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.7M
|
-$5.8M
|
-47,804
|
-25%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.8M
|
-$1.4M
|
-11,526
|
-8%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15.8M
|
+$948K
|
+7,816
|
+6%
|
|
|
14
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$15.4M
|
+$125K
|
+1,032
|
+0.8%
|
|
|
15
|
King Wealth Management Group
Naples,
Florida
|
$14.6M
|
-$1.61M
|
-13,255
|
-10%
|
|
|
16
|
55I LLC
Boston,
Massachusetts
|
$14.2M
|
+$1M
|
+8,255
|
+8%
|
|
|
17
|
Atria Wealth Solutions
New York
|
$13.9M
|
+$13.7M
|
+113,222
|
New
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$13.6M
|
+$1.3M
|
+10,729
|
+11%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$13.2M
|
-$11M
|
-90,864
|
-46%
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$12.7M
|
+$1.16M
|
+9,576
|
+10%
|
|
|
21
|
RWA Wealth Partners
Newton,
Massachusetts
|
$12.2M
|
-$81.9K
|
-675
|
-0.7%
|
|
|
22
|
Halpern Financial
Ashburn,
Virginia
|
$11.3M
|
-$39.4K
|
-325
|
-0.4%
|
|
|
23
|
Prudential Financial
Newark,
New Jersey
|
$11.2M
|
+$322K
|
+2,653
|
+3%
|
|
|
24
|
Freedom Investment Management
Hartford,
Connecticut
|
$11.1M
|
+$1.38M
|
+11,342
|
+14%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$11.1M
|
-$168K
|
-1,383
|
-2%
|
|
