|
1
|
Charles Schwab
San Francisco,
California
|
$246M
|
-$131K
|
-2,619
|
-0.1%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$96.9M
|
+$2.75M
|
+54,792
|
+3%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$59.3M
|
-$187K
|
-3,721
|
-0.3%
|
|
|
4
|
|
$19.7M
|
+$654K
|
+13,032
|
+4%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.4M
|
+$5.81M
|
+115,797
|
+45%
|
|
|
6
|
AGF Management
Toronto,
Ontario, Canada
|
$15.7M
|
+$2.34M
|
+46,580
|
+18%
|
|
|
7
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$13.8M
|
-$280K
|
-5,586
|
-2%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$11.8M
|
-$184K
|
-3,655
|
-2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$11.5M
|
+$997K
|
+19,855
|
+10%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$8.77M
|
-$1.19M
|
-23,750
|
-12%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$7.46M
|
+$2.12M
|
+42,131
|
+41%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.86M
|
+$2.4M
|
+47,897
|
+58%
|
|
|
13
|
Crumly & Associates
Springfield,
Illinois
|
$6.38M
|
+$137K
|
+2,722
|
+2%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.18M
|
-$1.57M
|
-31,307
|
-21%
|
|
|
15
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$6.16M
|
+$5.92M
|
+117,842
|
New
|
|
|
16
|
Personal CFO Solutions
Chester,
New Jersey
|
$6.05M
|
-$95K
|
-1,892
|
-2%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$4.47M
|
+$409K
|
+8,146
|
+11%
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$4.43M
|
+$548K
|
+10,920
|
+15%
|
|
|
19
|
Beaumont Capital Management
Boston,
Massachusetts
|
$4.31M
|
-$143K
|
-2,858
|
-3%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$4.25M
|
+$395K
|
+7,867
|
+11%
|
|
|
21
|
Southern Capital Advisors
Jackson,
Tennessee
|
$3.81M
|
+$103K
|
+2,047
|
+3%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$3.46M
|
-$18K
|
-359
|
-0.5%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.34M
|
+$35.8K
|
+713
|
+1%
|
|
|
24
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$3.08M
|
+$1.96K
|
+39
|
+0.1%
|
|
|
25
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$2.89M
|
+$88.2K
|
+1,757
|
+3%
|
|
