|
1
|
Charles Schwab
San Francisco,
California
|
$214M
|
+$13M
|
+134,763
|
+6%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$139M
|
+$4.16M
|
+43,043
|
+3%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$70.7M
|
+$11.4M
|
+117,868
|
+19%
|
|
|
4
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$69.1M
|
-$1.26M
|
-13,040
|
-2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$21.1M
|
-$459K
|
-4,749
|
-2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.3M
|
-$780K
|
-8,079
|
-4%
|
|
|
7
|
|
$16.8M
|
-$4.5M
|
-46,630
|
-21%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.3M
|
+$2.34M
|
+24,182
|
+16%
|
|
|
9
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$13.8M
|
+$208K
|
+2,156
|
+2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$13.8M
|
+$1.77M
|
+18,286
|
+14%
|
|
|
11
|
Portfolio Strategies
Monsey,
New York
|
$11.4M
|
+$5.68M
|
+58,836
|
+95%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$11.4M
|
+$1.52M
|
+15,765
|
+15%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.1M
|
-$388K
|
-4,022
|
-3%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.3M
|
+$366K
|
+3,788
|
+4%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$9.88M
|
-$8.59K
|
-89
|
-0.1%
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$9.45M
|
+$222K
|
+2,300
|
+2%
|
|
|
17
|
|
$9.24M
|
+$9.26M
|
+95,908
|
+5,173%
|
|
|
18
|
Halpern Financial
Ashburn,
Virginia
|
$9.23M
|
+$74.5K
|
+772
|
+0.8%
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
$8.39M
|
+$246K
|
+2,551
|
+3%
|
|
|
20
|
Atria Wealth Solutions
New York
|
$8.38M
|
-$4.59M
|
-47,524
|
-35%
|
|
|
21
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$8.02M
|
+$7.1M
|
+73,538
|
New
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$7.18M
|
+$548K
|
+5,675
|
+8%
|
|
|
23
|
King Wealth Management Group
Naples,
Florida
|
$6.75M
|
-$2.89M
|
-29,900
|
-30%
|
|
|
24
|
RWA Wealth Partners
Newton,
Massachusetts
|
$6.61M
|
-$2.49M
|
-25,743
|
-28%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.5M
|
+$1.59M
|
+16,511
|
+32%
|
|
