|
1
|
Bank of America
Charlotte,
North Carolina
|
$475M
|
-$10.1M
|
-55,286
|
-2%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$405M
|
-$13.9M
|
-76,286
|
-3%
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$361M
|
+$6.84M
|
+37,440
|
+2%
|
|
|
4
|
Richard Bernstein Advisors
New York
|
$289M
|
-$5.89M
|
-32,225
|
-2%
|
|
|
5
|
Churchill Management
Los Angeles,
California
|
$239M
|
+$1.46M
|
+7,974
|
+0.6%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$144M
|
+$94.5K
|
+517
|
+0.1%
|
|
|
7
|
AGF Management
Toronto,
Ontario, Canada
|
$109M
|
+$3.02M
|
+16,514
|
+3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$105M
|
-$21.8M
|
-119,421
|
-17%
|
|
|
9
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$72.6M
|
-$2.2M
|
-12,017
|
-3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$71.8M
|
+$22.9M
|
+125,340
|
+48%
|
|
|
11
|
|
$60.7M
|
+$4.32M
|
+23,633
|
+8%
|
|
|
12
|
SteelPeak Wealth
Woodland Hills,
California
|
$53.1M
|
+$52.5M
|
+287,134
|
New
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$46.6M
|
+$6.06M
|
+33,139
|
+15%
|
|
|
14
|
Portfolio Strategies
Monsey,
New York
|
$44M
|
-$76.2K
|
-417
|
-0.2%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$40.1M
|
+$28.1M
|
+153,479
|
+243%
|
|
|
16
|
Kestra Investment Management
Austin,
Texas
|
$35.5M
|
+$4.29M
|
+23,449
|
+14%
|
|
|
17
|
Two Sigma Investments
New York
|
$34.9M
|
-$6.2M
|
-33,912
|
-15%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$34.9M
|
+$3.94M
|
+21,564
|
+13%
|
|
|
19
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$33.2M
|
+$5.92M
|
+32,417
|
+22%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$30.5M
|
+$3.35M
|
+18,313
|
+13%
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$30.2M
|
+$694K
|
+3,798
|
+2%
|
|
|
22
|
Congress Wealth Management
Boston,
Massachusetts
|
$27.3M
|
+$3.1M
|
+16,946
|
+13%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.9M
|
+$585K
|
+3,200
|
+2%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$22.2M
|
-$41.9K
|
-229
|
-0.2%
|
|
|
25
|
Vicus Capital
State College,
Pennsylvania
|
$21.1M
|
+$669K
|
+3,661
|
+3%
|
|
