|
1
|
Charles Schwab
San Francisco,
California
|
$193M
|
-$30.8M
|
-295,972
|
-12%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$130M
|
-$5.26M
|
-50,570
|
-3%
|
|
|
3
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$67.7M
|
-$946K
|
-9,098
|
-1%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$57.3M
|
+$4.62M
|
+44,427
|
+8%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$20.8M
|
+$801K
|
+7,702
|
+3%
|
|
|
6
|
|
$20.4M
|
+$1.25M
|
+11,983
|
+6%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.3M
|
+$2.2M
|
+21,142
|
+11%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$13.4M
|
+$1.36M
|
+13,093
|
+10%
|
|
|
9
|
Atria Wealth Solutions
New York
|
$12.4M
|
+$826K
|
+7,943
|
+6%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$11.6M
|
-$576K
|
-5,543
|
-4%
|
|
|
11
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$11.4M
|
+$10.3K
|
+99
|
+0.1%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11M
|
-$746K
|
-7,171
|
-6%
|
|
|
13
|
Prudential Financial
Newark,
New Jersey
|
$9.71M
|
+$540K
|
+5,196
|
+5%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.57M
|
-$123K
|
-1,179
|
-1%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$9.52M
|
-$659K
|
-6,336
|
-6%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$9.5M
|
+$578K
|
+5,558
|
+6%
|
|
|
17
|
King Wealth Management Group
Naples,
Florida
|
$9.21M
|
-$243K
|
-2,339
|
-2%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$8.89M
|
-$295K
|
-2,833
|
-3%
|
|
|
19
|
Halpern Financial
Ashburn,
Virginia
|
$8.81M
|
+$312K
|
+3,004
|
+3%
|
|
|
20
|
RWA Wealth Partners
Newton,
Massachusetts
|
$8.46M
|
-$291K
|
-2,799
|
-3%
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
$7.84M
|
-$142K
|
-1,362
|
-2%
|
|
|
22
|
55I LLC
Boston,
Massachusetts
|
$7.47M
|
-$3.29M
|
-31,617
|
-28%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$7.03M
|
+$4.57M
|
+43,966
|
+132%
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$6.39M
|
+$218K
|
+2,092
|
+3%
|
|
|
25
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$6.26M
|
+$244K
|
+2,346
|
+4%
|
|
