|
1
|
Charles Schwab
San Francisco,
California
|
$415M
|
+$3.69M
|
+28,673
|
+0.9%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$203M
|
+$18.2M
|
+141,104
|
+9%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$102M
|
+$1.36M
|
+10,598
|
+1%
|
|
|
4
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$78M
|
-$462K
|
-3,593
|
-0.6%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$44.2M
|
-$11M
|
-85,488
|
-19%
|
|
|
6
|
Portfolio Strategies
Monsey,
New York
|
$30.5M
|
-$124K
|
-964
|
-0.4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$28.3M
|
+$1.06M
|
+8,219
|
+4%
|
|
|
8
|
|
$27M
|
+$1.96M
|
+15,245
|
+7%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.4M
|
-$3.05M
|
-23,709
|
-11%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$20.4M
|
+$4.84M
|
+37,658
|
+29%
|
|
|
11
|
Connectus Wealth
Cincinnati,
Ohio
|
$18.3M
|
+$2.83M
|
+22,019
|
+17%
|
|
|
12
|
Vicus Capital
State College,
Pennsylvania
|
$16.8M
|
-$16.6K
|
-129
|
-0.1%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15.9M
|
-$1.69M
|
-13,100
|
-9%
|
|
|
14
|
|
$14.7M
|
+$1.8M
|
+14,013
|
+13%
|
|
|
15
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$14.5M
|
-$279K
|
-2,168
|
-2%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$14.3M
|
+$35K
|
+272
|
+0.2%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$13.8M
|
+$525K
|
+4,083
|
+4%
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$13.6M
|
-$297K
|
-2,307
|
-2%
|
|
|
19
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$12.9M
|
+$13.5M
|
+104,900
|
New
|
|
|
20
|
AGF Management
Toronto,
Ontario, Canada
|
$12.8M
|
+$3.81M
|
+29,652
|
+40%
|
|
|
21
|
Freedom Investment Management
Hartford,
Connecticut
|
$12.7M
|
+$890K
|
+6,916
|
+7%
|
|
|
22
|
Halpern Financial
Ashburn,
Virginia
|
$12M
|
-$147K
|
-1,145
|
-1%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$10.4M
|
+$2.63M
|
+20,412
|
+32%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$9.62M
|
-$3.62M
|
-28,174
|
-26%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$9.48M
|
-$29.5K
|
-229
|
-0.3%
|
|
