|
1
|
Lido Advisors
Los Angeles,
California
|
$1.48億
|
-$683万
|
-67,752
|
-5%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$1.27億
|
+$1289万
|
+127,753
|
+12%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$6145万
|
-$7172万
|
-710,955
|
-54%
|
|
|
4
|
AGF Management
Toronto,
Ontario, Canada
|
$3146万
|
+$52.3万
|
+5,184
|
+2%
|
|
|
5
|
|
$2427万
|
-$121万
|
-11,980
|
-5%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$2218万
|
+$297万
|
+29,447
|
+16%
|
|
|
7
|
Fischer Financial Services
Harrisburg,
Pennsylvania
|
$1485万
|
+$32.5万
|
+3,217
|
+2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1300万
|
+$55.6万
|
+5,515
|
+5%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1279万
|
-$25.9万
|
-2,570
|
-2%
|
|
|
10
|
Independence Financial Advisors
Franklin,
New Hampshire
|
$1270万
|
+$558万
|
+55,320
|
+81%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$1261万
|
-$769万
|
-76,209
|
-38%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$914万
|
+$471万
|
+46,679
|
+111%
|
|
|
13
|
|
$866万
|
+$331万
|
+32,837
|
+64%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$856万
|
-$33.2万
|
-3,287
|
-4%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$840万
|
+$688万
|
+68,175
|
+504%
|
|
|
16
|
Keystone Global Partners
Denver,
Colorado
|
$685万
|
+$75.4万
|
+7,472
|
+13%
|
|
|
17
|
Yoder Wealth Management
Walnut Creek,
California
|
$684万
|
+$70.8万
|
+7,017
|
+12%
|
|
|
18
|
Fisher Asset Management
Camas,
Washington
|
$662万
|
-$26万
|
-2,576
|
-4%
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$600万
|
+$22.5万
|
+2,228
|
+4%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$593万
|
+$11.4万
|
+1,135
|
+2%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$538万
|
+$73.1万
|
+7,246
|
+16%
|
|
|
22
|
KCM Investment Advisors
Greenbrae,
California
|
$521万
|
–
|
–
|
–
|
|
|
23
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$491万
|
+$4.72万
|
+468
|
+1%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$481万
|
+$62.5万
|
+6,194
|
+15%
|
|
|
25
|
CX Institutional
Auburn,
Indiana
|
$452万
|
+$34.8万
|
+3,453
|
+9%
|
|
