|
1
|
Charles Schwab
San Francisco,
California
|
$478M
|
-$6.5M
|
-49,109
|
-1%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$246M
|
+$7.55M
|
+57,048
|
+3%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$116M
|
-$2.5M
|
-18,909
|
-2%
|
|
|
4
|
|
$70M
|
+$35.4M
|
+267,305
|
+122%
|
|
|
5
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$62.4M
|
-$26.5M
|
-199,874
|
-32%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$60.3M
|
+$7.93M
|
+59,879
|
+17%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$35.9M
|
+$2.6M
|
+19,610
|
+9%
|
|
|
8
|
Portfolio Strategies
Monsey,
New York
|
$35.3M
|
-$396K
|
-2,987
|
-1%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$28.2M
|
+$4.01M
|
+30,245
|
+18%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.3M
|
-$3.85M
|
-29,085
|
-15%
|
|
|
11
|
AGF Management
Toronto,
Ontario, Canada
|
$21.3M
|
+$5.82M
|
+43,917
|
+42%
|
|
|
12
|
|
$18.3M
|
+$1.07M
|
+8,082
|
+7%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$17.7M
|
+$1.39M
|
+10,495
|
+9%
|
|
|
14
|
Vicus Capital
State College,
Pennsylvania
|
$17.1M
|
-$2.31M
|
-17,454
|
-13%
|
|
|
15
|
Advisory Services Network
Atlanta,
Georgia
|
$16.8M
|
+$808K
|
+6,098
|
+6%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$16.4M
|
-$260K
|
-1,961
|
-2%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.1M
|
-$2.29M
|
-17,330
|
-13%
|
|
|
18
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$16.1M
|
-$55.4K
|
-418
|
-0.4%
|
|
|
19
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$15.1M
|
–
|
–
|
–
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$14.7M
|
+$2.41M
|
+18,183
|
+22%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$13.5M
|
+$2.42M
|
+18,272
|
+24%
|
|
|
22
|
Halpern Financial
Ashburn,
Virginia
|
$13.3M
|
-$203K
|
-1,532
|
-2%
|
|
|
23
|
Freedom Investment Management
Hartford,
Connecticut
|
$12.5M
|
-$2.19M
|
-16,504
|
-16%
|
|
|
24
|
Atria Wealth Solutions
New York
|
$12.1M
|
+$1.52M
|
+11,482
|
+16%
|
|
|
25
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$11.8M
|
+$211K
|
+1,592
|
+2%
|
|
