|
1
|
Bank of America
Charlotte,
North Carolina
|
$443M
|
-$23.4M
|
-135,018
|
-6%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$413M
|
+$11.2M
|
+64,807
|
+3%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$291M
|
-$4.95M
|
-28,587
|
-2%
|
|
|
4
|
Richard Bernstein Advisors
New York
|
$277M
|
-$14.3M
|
-82,671
|
-6%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$130M
|
-$14.5M
|
-83,837
|
-11%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$130M
|
+$22M
|
+127,232
|
+24%
|
|
|
7
|
AGF Management
Toronto,
Ontario, Canada
|
$122M
|
+$1.58M
|
+9,114
|
+1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$109M
|
+$25.7M
|
+148,350
|
+37%
|
|
|
9
|
Kestra Investment Management
Austin,
Texas
|
$82.2M
|
+$41.9M
|
+241,903
|
+113%
|
|
|
10
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$75.1M
|
+$2.72M
|
+15,715
|
+4%
|
|
|
11
|
|
$66.3M
|
+$1.23M
|
+7,103
|
+2%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$60.8M
|
+$27.6M
|
+159,654
|
+107%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$57.8M
|
+$10.6M
|
+61,522
|
+27%
|
|
|
14
|
Portfolio Strategies
Monsey,
New York
|
$47.8M
|
+$546K
|
+3,158
|
+1%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$40.5M
|
-$2.05M
|
-11,824
|
-5%
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$34.7M
|
+$762K
|
+4,405
|
+3%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$33.7M
|
+$1.42M
|
+8,202
|
+5%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$27.1M
|
+$7.16M
|
+41,389
|
+43%
|
|
|
19
|
|
$26.7M
|
+$2.41M
|
+13,927
|
+11%
|
|
|
20
|
Morningstar Investment Management
Chicago,
Illinois
|
$23.9M
|
+$4.33M
|
+25,024
|
+26%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$23.2M
|
+$206K
|
+1,189
|
+1%
|
|
|
22
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$22.4M
|
+$9.03M
|
+52,180
|
+85%
|
|
|
23
|
Congress Wealth Management
Boston,
Massachusetts
|
$22M
|
-$6.34M
|
-36,620
|
-25%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$21.5M
|
+$2.04M
|
+11,786
|
+12%
|
|
|
25
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$21.4M
|
+$808K
|
+4,672
|
+4%
|
|
