|
1
|
Charles Schwab
San Francisco,
California
|
$234M
|
+$11.6M
|
+108,694
|
+5%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$143M
|
+$15.1M
|
+141,805
|
+11%
|
|
|
3
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$72.7M
|
+$4.5M
|
+42,231
|
+6%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$56.5M
|
-$10.6M
|
-99,211
|
-14%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$21.3M
|
+$1.44M
|
+13,542
|
+7%
|
|
|
6
|
|
$20.5M
|
+$4.97M
|
+46,616
|
+28%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.4M
|
-$16.1M
|
-151,243
|
-44%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$13M
|
+$681K
|
+6,391
|
+5%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$12.9M
|
-$12.8M
|
-120,529
|
-47%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.4M
|
-$870K
|
-8,163
|
-6%
|
|
|
11
|
Atria Wealth Solutions
New York
|
$12.4M
|
+$1.6M
|
+15,007
|
+13%
|
|
|
12
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$12.1M
|
+$3.2K
|
+30
|
+0%
|
|
|
13
|
55I LLC
Boston,
Massachusetts
|
$11M
|
-$209K
|
-1,965
|
-2%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$10.7M
|
+$31.8K
|
+298
|
+0.3%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.3M
|
-$4.26M
|
-39,968
|
-27%
|
|
|
16
|
King Wealth Management Group
Naples,
Florida
|
$10M
|
-$1.57M
|
-14,736
|
-12%
|
|
|
17
|
Prudential Financial
Newark,
New Jersey
|
$9.75M
|
+$964K
|
+9,047
|
+10%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$9.7M
|
-$245K
|
-2,300
|
-2%
|
|
|
19
|
Flow Traders U.S.
New York
|
$9.65M
|
+$10.7M
|
+100,049
|
New
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$9.55M
|
+$935K
|
+8,777
|
+10%
|
|
|
21
|
RWA Wealth Partners
Newton,
Massachusetts
|
$9.25M
|
-$307K
|
-2,881
|
-3%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.18M
|
+$5.94M
|
+55,772
|
+142%
|
|
|
23
|
Halpern Financial
Ashburn,
Virginia
|
$9.06M
|
+$234K
|
+2,196
|
+2%
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
$8.45M
|
-$14.7M
|
-138,275
|
-61%
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
$6.58M
|
-$4.19M
|
-39,340
|
-37%
|
|
