|
1
|
Charles Schwab
San Francisco,
California
|
$437M
|
+$127M
|
+1,070,448
|
+47%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$197M
|
-$2.11M
|
-17,762
|
-1%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$107M
|
+$3.73M
|
+31,430
|
+4%
|
|
|
4
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$83.3M
|
-$8.09M
|
-68,112
|
-10%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$58.2M
|
+$15.6M
|
+131,103
|
+42%
|
|
|
6
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$36.3M
|
+$95.4M
|
+803,672
|
+1,434%
|
|
|
7
|
Portfolio Strategies
Monsey,
New York
|
$32.5M
|
-$318K
|
-2,681
|
-1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$29M
|
+$1.03M
|
+8,674
|
+4%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$28.9M
|
+$5.81M
|
+48,923
|
+28%
|
|
|
10
|
|
$26.7M
|
+$4.46M
|
+37,539
|
+22%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18.6M
|
+$4.9M
|
+41,243
|
+41%
|
|
|
12
|
Vicus Capital
State College,
Pennsylvania
|
$17.8M
|
+$14.5M
|
+122,128
|
+843%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.8M
|
+$1.14M
|
+9,581
|
+8%
|
|
|
14
|
Connectus Wealth
Cincinnati,
Ohio
|
$16.6M
|
+$508K
|
+4,281
|
+3%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$15.2M
|
-$189K
|
-1,596
|
-1%
|
|
|
16
|
Advisory Services Network
Atlanta,
Georgia
|
$14.8M
|
-$390K
|
-3,281
|
-3%
|
|
|
17
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$14.7M
|
-$1.57M
|
-13,228
|
-10%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$14.2M
|
+$947K
|
+7,979
|
+8%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$13.9M
|
+$3.58M
|
+30,166
|
+40%
|
|
|
20
|
|
$13.8M
|
+$5.01M
|
+42,206
|
+67%
|
|
|
21
|
Halpern Financial
Ashburn,
Virginia
|
$12.9M
|
+$57.6K
|
+485
|
+0.5%
|
|
|
22
|
RWA Wealth Partners
Newton,
Massachusetts
|
$12.7M
|
+$3.66M
|
+30,817
|
+46%
|
|
|
23
|
Freedom Investment Management
Hartford,
Connecticut
|
$12.6M
|
+$9.66M
|
+81,401
|
+534%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$10.1M
|
-$98.2K
|
-827
|
-1%
|
|
|
25
|
Atria Wealth Solutions
New York
|
$9.99M
|
-$3M
|
-25,274
|
-25%
|
|
