|
1
|
Charles Schwab
San Francisco,
California
|
$260M
|
+$1.82M
|
+17,387
|
+0.8%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$174M
|
+$5.62M
|
+53,716
|
+4%
|
|
|
3
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$80.5M
|
-$2.65M
|
-25,302
|
-3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$35.8M
|
+$11.5M
|
+110,428
|
+54%
|
|
|
5
|
Portfolio Strategies
Monsey,
New York
|
$28.6M
|
+$13.6M
|
+130,469
|
+108%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$24.3M
|
-$1.07M
|
-10,207
|
-5%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.7M
|
+$6.68M
|
+63,880
|
+59%
|
|
|
8
|
|
$19M
|
-$1.09M
|
-10,406
|
-6%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$14.6M
|
-$1.89M
|
-18,039
|
-12%
|
|
|
10
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$14.5M
|
+$15.9K
|
+152
|
+0.1%
|
|
|
11
|
Connectus Wealth
Cincinnati,
Ohio
|
$14M
|
+$8.19M
|
+78,284
|
+177%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.5M
|
+$152K
|
+1,457
|
+1%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$13.4M
|
-$259K
|
-2,477
|
-2%
|
|
|
14
|
Advisory Services Network
Atlanta,
Georgia
|
$13.3M
|
+$2.88M
|
+27,585
|
+31%
|
|
|
15
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$12M
|
+$11M
|
+104,900
|
New
|
|
|
16
|
Atria Wealth Solutions
New York
|
$11.6M
|
+$1.37M
|
+13,084
|
+15%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.6M
|
-$7.38M
|
-70,577
|
-41%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$11.4M
|
+$32.7K
|
+313
|
+0.3%
|
|
|
19
|
Halpern Financial
Ashburn,
Virginia
|
$11.2M
|
+$55K
|
+526
|
+0.5%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$8.91M
|
-$2.76M
|
-26,427
|
-25%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$8.69M
|
+$2.04M
|
+19,492
|
+34%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.18M
|
+$319K
|
+3,053
|
+4%
|
|
|
23
|
King Wealth Management Group
Naples,
Florida
|
$7.97M
|
-$154K
|
-1,476
|
-2%
|
|
|
24
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$7.77M
|
-$48.1K
|
-460
|
-0.7%
|
|
|
25
|
RWA Wealth Partners
Newton,
Massachusetts
|
$7.59M
|
-$75.9K
|
-726
|
-1%
|
|
