|
1
|
Charles Schwab
San Francisco,
California
|
$146M
|
-$4.13M
|
-99,026
|
-3%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$77.6M
|
+$8.26M
|
+198,014
|
+13%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$46.3M
|
+$17.5M
|
+419,411
|
+68%
|
|
|
4
|
|
$31.4M
|
+$14.1M
|
+338,947
|
+93%
|
|
|
5
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$12.7M
|
-$1.13M
|
-26,962
|
-9%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$12M
|
+$565K
|
+13,544
|
+5%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.9M
|
+$1.08M
|
+25,848
|
+11%
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$11.6M
|
-$556K
|
-13,331
|
-5%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$10.4M
|
+$275K
|
+6,588
|
+3%
|
|
|
10
|
AGF Management
Toronto,
Ontario, Canada
|
$8.95M
|
+$2.49M
|
+59,553
|
+42%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$8.68M
|
-$317K
|
-7,596
|
-4%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.18M
|
-$6.88M
|
-164,766
|
-47%
|
|
|
13
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$6.41M
|
-$2.39M
|
-57,318
|
-28%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.71M
|
-$3.58M
|
-85,772
|
-40%
|
|
|
15
|
Personal CFO Solutions
Chester,
New Jersey
|
$5.5M
|
+$3.14M
|
+75,293
|
+157%
|
|
|
16
|
Beaumont Capital Management
Boston,
Massachusetts
|
$4.52M
|
-$7.34M
|
-175,989
|
-63%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$4.16M
|
-$122K
|
-2,922
|
-3%
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.2M
|
+$1.54M
|
+36,925
|
+106%
|
|
|
19
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$3.2M
|
+$1.54M
|
+36,925
|
+106%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$2.99M
|
+$82.1K
|
+1,968
|
+3%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$2.96M
|
-$41.5K
|
-994
|
-1%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.71M
|
-$251K
|
-6,026
|
-9%
|
|
|
23
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$2.63M
|
+$2.63K
|
+63
|
+0.1%
|
|
|
24
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.6M
|
+$313K
|
+7,491
|
+15%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.44M
|
+$21.7K
|
+519
|
+1%
|
|
