|
1
|
Charles Schwab
San Francisco,
California
|
$394M
|
-$147M
|
-930,653
|
-29%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$318M
|
+$9.19M
|
+58,125
|
+3%
|
|
|
3
|
Churchill Management
Los Angeles,
California
|
$218M
|
+$1.62M
|
+10,275
|
+0.8%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$145M
|
+$3.19M
|
+20,151
|
+2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$73.2M
|
-$1.43M
|
-9,046
|
-2%
|
|
|
6
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$70.7M
|
-$1.49M
|
-9,411
|
-2%
|
|
|
7
|
|
$48.8M
|
+$5.97M
|
+37,776
|
+15%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$47.8M
|
+$635K
|
+4,017
|
+1%
|
|
|
9
|
AGF Management
Toronto,
Ontario, Canada
|
$45.2M
|
+$6.47M
|
+40,910
|
+18%
|
|
|
10
|
Portfolio Strategies
Monsey,
New York
|
$41.5M
|
-$968K
|
-6,125
|
-2%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$31.8M
|
+$12M
|
+75,700
|
+67%
|
|
|
12
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$29.1M
|
+$26.8M
|
+169,412
|
New
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$27.6M
|
-$3.96M
|
-25,023
|
-13%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$27.3M
|
-$174K
|
-1,102
|
-0.7%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$26.4M
|
+$2.66M
|
+16,806
|
+12%
|
|
|
16
|
Kestra Investment Management
Austin,
Texas
|
$23.3M
|
+$21.5M
|
+135,699
|
New
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$23.3M
|
+$8.45M
|
+53,469
|
+65%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.1M
|
-$4.39M
|
-27,775
|
-18%
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
$21.3M
|
+$1.34M
|
+8,477
|
+7%
|
|
|
20
|
|
$20.9M
|
-$623K
|
-3,943
|
-3%
|
|
|
21
|
Vicus Capital
State College,
Pennsylvania
|
$20.2M
|
-$221K
|
-1,399
|
-1%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$18.5M
|
-$1.46M
|
-9,207
|
-8%
|
|
|
23
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$18.4M
|
-$135K
|
-852
|
-0.8%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$16.5M
|
+$2.55M
|
+16,139
|
+20%
|
|
|
25
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$14.8M
|
+$4.83M
|
+30,544
|
+55%
|
|
