|
1
|
Charles Schwab
San Francisco,
California
|
$503M
|
-$15.3M
|
-101,903
|
-3%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$280M
|
+$13.1M
|
+87,057
|
+5%
|
|
|
3
|
Churchill Management
Los Angeles,
California
|
$197M
|
+$190M
|
+1,262,154
|
New
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$128M
|
+$2.22M
|
+14,716
|
+2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$67.9M
|
+$2.43M
|
+16,164
|
+4%
|
|
|
6
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$65.7M
|
-$1.95M
|
-12,964
|
-3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$42.8M
|
+$3.71M
|
+24,616
|
+10%
|
|
|
8
|
Portfolio Strategies
Monsey,
New York
|
$38.6M
|
+$495K
|
+3,287
|
+1%
|
|
|
9
|
|
$38.5M
|
-$36.2M
|
-240,049
|
-49%
|
|
|
10
|
AGF Management
Toronto,
Ontario, Canada
|
$34.7M
|
+$11.2M
|
+74,483
|
+50%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$29M
|
-$1.55M
|
-10,261
|
-5%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$24.9M
|
+$7.18M
|
+47,685
|
+42%
|
|
|
13
|
Connectus Wealth
Cincinnati,
Ohio
|
$24.5M
|
+$16.4M
|
+109,094
|
+226%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.4M
|
-$1.91M
|
-12,690
|
-8%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$21.3M
|
+$2.1M
|
+13,950
|
+11%
|
|
|
16
|
|
$19.6M
|
-$255K
|
-1,694
|
-1%
|
|
|
17
|
Vicus Capital
State College,
Pennsylvania
|
$18.6M
|
+$15.7K
|
+104
|
+0.1%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$18.2M
|
+$394K
|
+2,618
|
+2%
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
$18M
|
-$170K
|
-1,131
|
-1%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$17.5M
|
+$1.52M
|
+10,117
|
+10%
|
|
|
21
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$16.8M
|
-$564K
|
-3,742
|
-3%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$14.9M
|
+$8.15M
|
+54,133
|
+131%
|
|
|
23
|
Atria Wealth Solutions
New York
|
$13.5M
|
+$332K
|
+2,207
|
+3%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$13.4M
|
+$1.51M
|
+10,050
|
+13%
|
|
|
25
|
Halpern Financial
Ashburn,
Virginia
|
$13.3M
|
-$1.52M
|
-10,097
|
-11%
|
|
